Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Financial Advisor - Eugene, OR
Eugene, OR · On-site
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
Financial Advisor - Eugene, OR
Eugene, OR · On-site
Our financial advisors are contracted as COUNTRY Trust Bank ® Financial Advisors, Registered ... As independent contractors, they are in business for themselves but not by themselves, and they:
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
$21.64 - $28.85/hr
As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... training and connect with your colleagues virtually, with occasional opportunities for in-person ...
$21.64 - $28.85/hr
As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... training and connect with your colleagues virtually, with occasional opportunities for in-person ...
Financial Advisor
Salem, OR · On-site
$100K - $130K/yr
OurSalem office in Oregon is looking for a Financial Advisor working as part of an advisory team to ... in the following benefits & development opportunities: * Training and professional development
Financial Advisor
Salem, OR · On-site
$100K - $130K/yr
OurSalem office in Oregon is looking for a Financial Advisor working as part of an advisory team to ... in the following benefits & development opportunities: * Training and professional development
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Quick apply
In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a ... Career growth opportunities and ongoing training support.
Financial Advisor In Training information
See Oregon salary details
$38.1K - $48.4K
3% of jobs
$48.4K - $58.8K
3% of jobs
$58.8K - $69.2K
10% of jobs
$69.2K - $79.6K
9% of jobs
$79.8K is the 25th percentile. Wages below this are outliers.
$79.6K - $90K
11% of jobs
$90K - $100.3K
8% of jobs
The median wage is $107.1K / yr.
$100.3K - $110.7K
11% of jobs
$110.7K - $121.1K
10% of jobs
$121.1K - $131.5K
10% of jobs
$134.1K is the 75th percentile. Wages above this are outliers.
$131.5K - $141.9K
8% of jobs
$141.9K - $152.2K
19% of jobs
$38.1K
$108K
$152.2K
How much do financial advisor in training jobs pay per year?
As of Aug 14, 2026, the average yearly pay for financial advisor in training in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 per year, depending on experience, location, and employer.
What is the difference between Financial Advisor In Training vs Financial Planner?
| Aspect | Financial Advisor In Training | Financial Planner |
|---|---|---|
| Certifications | Typically working towards certifications like CFP or Series 7 | Often holds certifications like CFP, CFA, or Series 7 |
| Work Environment | Entry-level, supervised training in financial firms | Client-facing, independent or team-based advisory roles |
| Job Responsibilities | Assisting with client research, learning financial planning processes | Developing comprehensive financial plans, advising clients |
Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.
What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?
To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.
What is a financial advisor in training?
A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.
What types of mentorship and training can I expect as a financial advisor in training?
As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are popular job titles related to Financial Advisor In Training jobs in Oregon?
For Financial Advisor In Training jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Oregon look for?
The top searched job categories for Financial Advisor In Training jobs in Oregon are:
COUNTRY Financial rating
8.2
Based on 28 frontline employees who took The Breakroom Quiz
141st of 307 rated insurance
Job description
We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.
The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:
Diversify their income through multiple product lines beyond financial services.
Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
Educate clients and prospects about our products and services.
Collaborate with COUNTRY Financial Insurance Agents to secure business.
Establish an office and build a staff.
Conduct financial solution seminars.
Have the flexibility to manage their schedules to balance their careers and personal interests.
We Offer
Our financial advisors have uncapped earning potential and:
Opportunities to earn performance-based global trips and financial rewards.
Access to continued learning and marketing resources.
Corporate office support.
Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
There is no buy-in required.
Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:
Entrepreneurial and self-motivated.
Goal-driven with track records of business growth in the insurance and or financial services industry.
Strong communicators with excellent business acumen.
Committed to building and maintaining solid connections between their efforts and their rewards.
Focused on achieving professional success through securing clients' trust.
Passionate about making positive impacts in their communities.
Required Qualifications
Series 6/63 licenses
Passed SIE
Life/Health State Insurance License*
Property/Casualty State Insurance License*
Preferred Experience
Accredited Asset Management Specialist (AAMS)
Chartered Financial Analyst (CFA)
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Bachelor's Degree
2+ years of experience in the insurance and or financial services industry
5+ years of business ownership or managerial experience
About Us
COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.
Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.
Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.
*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.
COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.
Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
#LI-Agency
What COUNTRY Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Country Financial- Koethke Agency
Sourced by ZipRecruiter
Industry
Insurance services
Company size
1 - 10 Employees
Headquarters location
Moses Lake, WA, US
Year founded
1925