Financial Advisor
Portland, OR · On-site
... Series 7, Series 63, Series 66, Series 65, and CFP ® ) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client ...
Portland, OR · On-site
... Series 7, Series 63, Series 66, Series 65, and CFP ® ) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client ...
Portland, OR · On-site
... Series 7, Series 63, Series 66, Series 65, and CFP ® ) High level of self-motivation; ability to accomplish goals independently History of success in sales, competitive roles, client ...
Portland, OR · On-site
$80K - $95K/yr
Series 7; Series 63; Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or ...
Portland, OR · On-site
$80K - $95K/yr
Series 7; Series 63; Series 65; Series 66 Physical Requirements * Physical Requirements: Sedentary Work Career Level 7IC Required: * 3+ years financial services experience * Series 7, 63 and 65 (or ...
Corvallis, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Corvallis, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Oregon City, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Oregon City, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Clackamas, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Clackamas, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Clackamas, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Clackamas, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Oregon City, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Oregon City, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Wilsonville, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Wilsonville, OR · On-site
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Portland, OR · On-site
$150 - $200/hr
FINRA Series 7 and Series 63; Series 65 or 66 Life and Health Insurance License -- all licenses must be obtained within 120 days of start date. * Preferred: Life and Health Insurance License ...
Portland, OR · On-site
$150 - $200/hr
FINRA Series 7 and Series 63; Series 65 or 66 Life and Health Insurance License -- all licenses must be obtained within 120 days of start date. * Preferred: Life and Health Insurance License ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 ...
OR · On-site +1
$50K - $67K/yr
Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment Edelman ...
OR · On-site +1
$50K - $67K/yr
Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license within the first 3 months of employment Edelman ...
| Aspect | Weekend Series 99 | Retail Associate |
|---|---|---|
| Required Credentials | High school diploma or equivalent; specialized training for event setup | High school diploma or equivalent |
| Work Environment | Event venues, outdoor or indoor settings during weekends | Retail stores, shopping malls, customer service settings |
| Employer & Industry Usage | Event management companies, entertainment industry | Retail stores, supermarkets, department stores |
| Common Search & Comparison | Weekend Series 99 vs Retail Associate |
Weekend Series 99 typically involves event setup and management during weekends, requiring specific training. Retail Associates work in retail environments, focusing on customer service and sales. While both roles may operate on weekends, their work settings, responsibilities, and industry usage differ significantly.
Bankers Life® Financial Advisors help clients live more and worry less through personalized
financial planning. They are business owners who acquire clientele and find financial solutions
with help from industry-leading training, mentors, and products.
As a Financial Advisor, you will:
Build a client base and develop knowledge of Bankers Life financial products and market
trends
Develop yourself with our award-winning training and mentorship network
Present clients with financial solutions and drive them to action
Take ownership of your business and build a team
The ideal candidate will have:
Active Life & Health licenses and securities licensing or the ability to acquire licensing with
our support. (Securities licensing applicable to this position can include Series 6, Series 7,
Series 63, Series 66, Series 65, and CFP®)
High level of self-motivation; ability to accomplish goals independently
History of success in sales, competitive roles, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
What we offer:
• Award-winning training - Bankers Life and CNO have been named as a Training magazine
Apex Award Winner for thirteen consecutive years
• Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series
66, Series 65, and CFP®
• Inclusive culture, career long mentorship, and the support of an established office structure
• Progressive advancement opportunities
• Flexible hybrid schedule once you complete your agent training
• Sales leads, marketing tools and leading technology
• Uncapped earnings
• Passive income opportunities and bonus programs
• Retirement savings program and more
Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong
commitment to diversity and inclusion. We value an inclusive and belonging environment where
everyone's different viewpoints bring new successes! Please visit our career site to learn more
about our mission: https://careersatbankerslife.com