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Weekend Series 99 Jobs in Oregon (NOW HIRING)

... 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 ...

Wealth Advisor

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 ...

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Weekend Series 99 information

What is the difference between Weekend Series 99 vs Retail Associate?

AspectWeekend Series 99Retail Associate
Required CredentialsHigh school diploma or equivalent; specialized training for event setupHigh school diploma or equivalent
Work EnvironmentEvent venues, outdoor or indoor settings during weekendsRetail stores, shopping malls, customer service settings
Employer & Industry UsageEvent management companies, entertainment industryRetail stores, supermarkets, department stores
Common Search & ComparisonWeekend 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.

Financial Advisor

Bankers Life

Portland, OR • On-site

Other

Medical, Life, Retirement

Posted 6 days ago


Job description

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