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Financial Advisor Independent Contractor Jobs in Oregon

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Independent Contractors whose income is based on production. If offered to apply for approval of a ...

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Financial Advisor Independent Contractor information

What is a financial advisor independent contractor?

A Financial Advisor Independent Contractor is a professional who provides financial planning, investment advice, and other financial services to clients while operating independently rather than as an employee of a firm. These advisors typically work under contract with financial firms or as self-employed individuals, allowing them greater flexibility and control over their business. They help clients set financial goals, manage assets, and plan for retirement, but they are responsible for their own business operations, client acquisition, and regulatory compliance.

What are the key skills and qualifications needed to thrive as a financial advisor independent contractor, and why are they important?

To thrive as a Financial Advisor Independent Contractor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a relevant degree and certifications like the Series 7, Series 66, or CFP. Familiarity with financial planning software, customer relationship management (CRM) systems, and portfolio analysis tools is essential. Outstanding interpersonal skills, self-motivation, and the ability to build trust with clients are crucial soft skills for this role. These capabilities ensure you can effectively attract and retain clients, deliver sound financial advice, and operate successfully as an independent business owner.

What is the difference between Financial Advisor Independent Contractor vs Financial Planner?

AspectFinancial Advisor Independent ContractorFinancial Planner
CredentialsCFP, Series 7/66, state licensesCFP, Series 7/66, state licenses
Work EnvironmentSelf-employed, affiliated with firms or independentlyEmployed by firms or independent practice
Employer/Industry UsageOften contracted with broker-dealers or RIAsTypically employed or self-employed in financial planning
Search/Comparison IntentUnderstanding independent roles in financial advisingLearning about comprehensive financial planning services

The main difference is that a Financial Advisor Independent Contractor operates independently or through contracted firms, focusing on client advice with flexible arrangements. A Financial Planner often provides comprehensive financial planning services, either as an employee or independent professional. Both roles require similar credentials but differ mainly in employment structure and scope of services.

What are some common challenges faced by independent contractor financial advisors, and how can they be managed?

Independent contractor financial advisors often face challenges such as building a client base from scratch, balancing administrative tasks with client service, and managing the unpredictability of commission-based income. To manage these, it's helpful to develop strong networking and referral strategies, invest in marketing, and utilize efficient client management tools. Additionally, staying organized with time management and seeking mentorship from experienced advisors can provide valuable guidance and support throughout your career.
What are the most commonly searched types of Financial Advisor jobs in Oregon? The most popular types of Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Financial Advisor Independent Contractor jobs? Cities in Oregon with the most Financial Advisor Independent Contractor job openings:
Financial Advisor Independent Contractor jobs near you

Financial Advisor - Eugene, OR

Country Financial

Eugene, OR • On-site

Full-time

Re-posted 28 days ago

COUNTRY Financial rating

8.2

Company rating: 8.2 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

141st of 304 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.

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.

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