Talent.com
FINANCIAL ADVISOR
FINANCIAL ADVISORJamie Grayem • Portland, OR, United States
FINANCIAL ADVISOR

FINANCIAL ADVISOR

Jamie Grayem • Portland, OR, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

FINANCIAL ADVISOR

$75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis

MUST HAVE 7 / 66 (63 / 65)

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Your position requires SAFE Act registration and you'll be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

WE PROVIDE

  • A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
  • Marketing strategies to reach wider audiences with greater appeal.
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
  • Potential Opportunities for professional growth.
  • Leadership opportunities, including leading client and conference seminars

Required skills :

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Has two years' experience working in the financial service industry and / or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services)
  • Is a self-starter who efficiently manages time and capacity.
  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Builds and nurtures strong relationships.
  • Collaborates effectively with others to get things done.
  • Communicates effectively and confidently and is comfortable engaging all clients.
  • Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
  • Likes to learn, adapts to new information and seeks the right solutions for clients.
  • Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

    • Desired skills :

  • Proven ability to partner and promote lead generation.
  • Experience balancing investment management, sales activities and new client development.
  • Strong computer skills and the ability to multitask in a demanding environment.
  • A bachelor's degree, preferably in business-related field.
  • Achieved additional professional designations such as Certified Financial Planner (CFP) and / or Chartered Retirement Planning Counselor (CRPC).
  • Obtained insurance licenses.
    • [job_alerts.create_a_job]

    Financial Advisor • Portland, OR, United States

    [internal_linking.related_jobs]
    Financial Solutions Advisor- Williamette Valley

    Financial Solutions Advisor- Williamette Valley

    Oregon Staffing • Portland, OR, US
    [job_card.full_time]
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Lake Oswego, OR, US
    [job_card.full_time]
    LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our empl...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,940 per week in Saint Helens, OR

    Travel Occupational Therapist (OT) - $1,940 per week in Saint Helens, OR

    Core Medical Group • Saint Helens, OR, US
    [job_card.full_time]
    Client in OR seeking Occupational Therapist : LTC / SNF.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel assig...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Aid Advisor - CCC

    Financial Aid Advisor - CCC

    Concorde Career Colleges • Portland, OR, US
    [job_card.full_time]
    The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual Life Insurance Company • Lake Oswego, OR, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Partner Tax Preparation Advisor Manager

    Partner Tax Preparation Advisor Manager

    PwC • Portland, OR, United States
    [job_card.full_time]
    A career in Finance, within Internal Firm Services, will provide you with the opportunity to help PwC in all aspects of our Finance internal function including financial planning and reporting, dat...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,733 per week in Saint Helens, OR

    Travel Physical Therapist (PT) - $1,733 per week in Saint Helens, OR

    Triage Staffing LLC • Saint Helens, OR, US
    [job_card.full_time]
    Travel Rehab : Physical Therapy Saint Helens.Location : Saint Helens.Shift Details : 8H Days (8 : 00 AM-4 : 00 PM).Length : 12 WEEKS 12 weeks. Apply for specific facility details.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Merrill Experienced Financial Advisor

    Merrill Experienced Financial Advisor

    Portland Staffing • Portland, OR, US
    [job_card.full_time]
    Merrill Experienced Financial Advisor.If you have at least 5+ years of experience as a financial advisor with a transportable practice, a strong performance in a team-like environment, and a drive ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Voya Financial Advisor Portland

    Voya Financial Advisor Portland

    Voya Financial Advisors Inc • Portland, OR, United States
    [job_card.full_time]
    Financial Professional to join our team in the greater Portland area to work plan sponsor relationships, including government, retail and private. This position will be responsible for 403(b) / 457 en...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Solutions Advisor Registration Candidate - Vancouver, WA Market

    Financial Solutions Advisor Registration Candidate - Vancouver, WA Market

    Washington Staffing • Vancouver, WA, US
    [job_card.full_time]
    Financial Solutions Advisor Registration Candidate.Vancouver, Washington To proceed with your application, you must be at least 18 years of age. Job Description : At Bank of America, we are guided by...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Saint Helens, OR

    CompHealth • Saint Helens, OR, US
    [job_card.full_time]
    Though your CompHealth recruiter will be your single point of contact, they are backed by dozens of specialized teams, giving them the ability to focus on the details that matter to you.That means ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Be Your Own Boss

    Drive with DoorDash - Be Your Own Boss

    DoorDash • St. Helens, OR, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Lake Oswego, OR, United States
    [job_card.full_time]
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor

    Financial Advisor

    Edward Jones • Beaverton, OR, US
    [job_card.full_time]
    Job Overview This job posting is anticipated to remain open for 30 days, from 23-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroa...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Solutions Advisor- Williamette Valley

    Financial Solutions Advisor- Williamette Valley

    Bank of America • Clackamas, OR, United States
    [job_card.full_time]
    Financial Solutions Advisor- Williamette Valley.Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon. Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Orego...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor Series 7, 65 or 66

    Financial Advisor Series 7, 65 or 66

    San Blas Securities • Portland, OR, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.We are dedicated to providing our advisors and their clients with exceptional service and inno...[show_more]
    [last_updated.last_updated_30]
    Travel Occupational Therapist (OT) - $1,737 per week in Saint Helens, OR

    Travel Occupational Therapist (OT) - $1,737 per week in Saint Helens, OR

    AlliedTravelNetwork • Saint Helens, OR, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Triage Staffing LLC to find a qualified Occupational Therapist (OT) in Saint Helens, Oregon, 97051!. Travel Rehab : Occupational Therapy Saint Helens.Location : ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Lake Oswego, Oregon
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]