Talent.com
COUNTRY Trust Bank Financial Advisor
COUNTRY Trust Bank Financial AdvisorCountry Financial • Happy Valley, Oregon
COUNTRY Trust Bank Financial Advisor

COUNTRY Trust Bank Financial Advisor

Country Financial • Happy Valley, Oregon
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Description

Our Financial Advisors are contracted as Financial Advisors of COUNTRY Trust Bank®, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

We’re looking for ambitious and established candidates who want to own their business and want to help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

The Career

COUNTRY Trust Bank® Financial Advisors take a consultative approach to grow business with existing and prospective clients. They are in business for themselves but not by themselves and :

  • 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 without a required buy-in and :

  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 95+ year brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.

    • 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

    • 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 Financial Advisor experience
  • 5+ years of business ownership or managerial experience
    • [job_alerts.create_a_job]

    COUNTRY Trust Bank Financial Advisor • Happy Valley, Oregon

    [internal_linking.similar_jobs]
    Hybrid Private Wealth Advisor Partner

    Hybrid Private Wealth Advisor Partner

    U.S. Bank • Portland, OR, United States
    [job_card.full_time]
    A leading financial institution seeks a Private Wealth Management Advisor Partner in Portland, Oregon.This role involves partnering with a Senior Advisor to manage client relationships and drive sa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Advisor

    Financial Advisor

    Empirical Wealth Management • Portland, Oregon, United States, 97205
    [job_card.full_time]
    About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...[show_more]
    [last_updated.last_updated_variable_days]
    Remote Funded Forex & Crypto Trader

    Remote Funded Forex & Crypto Trader

    Maverick Currencies • Portland, OR
    [filters.remote]
    [job_card.full_time]
    Remote Funded Forex & Crypto Trader | Amsterdam, North Holland.Start part‑time, scale into full‑time trading with firm capital behind you. Before you continue, please watch this short recruitin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor

    Wealth Advisor

    Oregon Staffing • Portland, OR, US
    [job_card.full_time]
    The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defi...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Client Relationship Consultant 2 (Banker) Lake Oswego, OR

    Client Relationship Consultant 2 (Banker) Lake Oswego, OR

    U.S. Bancorp • Lake Oswego, OR, US
    [job_card.full_time]
    Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Advisor & Planner - Personal Strategy

    Financial Advisor & Planner - Personal Strategy

    Empower Retirement • Portland, Oregon, United States
    [job_card.full_time]
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Solutions Advisor -Northwest Region

    Senior Financial Solutions Advisor -Northwest Region

    Bank of America • Vancouver, WA, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for o...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Wellness Associate

    Financial Wellness Associate

    KeyCorp • Wilsonville, OR, US
    [job_card.full_time]
    Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities.FWA's split their time between client servicing and transaction support (70% of time), and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Home Health Physical Therapist

    Travel Home Health Physical Therapist

    TheraEx Therapy • Mount Angel, OR, US
    [job_card.full_time]
    TheraEx Therapy is seeking a travel Home Health Physical Therapist for a travel job in Mount Angel, Oregon.Job Description & Requirements. Physical Therapist - Urgent Need!.Active Physical Thera...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR

    J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR

    JPMorgan Chase • Portland, OR, US
    [job_card.full_time]
    Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Insurance Business Development Principal

    Insurance Business Development Principal

    Farmers Insurance- District 7324 • Beaverton, OR, US
    [job_card.full_time]
    Agency Owner in Training (Executive Sales & Ownership Track).Farmers Insurance – District 24 is seeking a high-caliber business professional to enter our Retail Agency Manager Program in the Portla...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Home Health Physical Therapist

    Travel Home Health Physical Therapist

    MedPro Healthcare Allied Staffing • Mount Angel, OR, US
    [job_card.full_time]
    MedPro Healthcare Allied Staffing is seeking a travel Home Health Physical Therapist for a travel job in Mount Angel, Oregon. Job Description & Requirements.Joint Commission-certified staffing a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker (Cedar Hills Experience Center) (FULL TIME ON-SITE)

    Relationship Banker (Cedar Hills Experience Center) (FULL TIME ON-SITE)

    First Tech Federal Credit Union • Beaverton, OR, United States
    [job_card.full_time]
    The Relationship Banker processes routine financial transactions for members in the Branch, as well as follow up activities by phone and email. The Relationship Banker is focused on building strong ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist

    Travel Physical Therapist

    Trustaff Allied • Mount Angel, OR, US
    [job_card.full_time]
    Trustaff Allied is seeking a travel Physical Therapist for a travel job in Mount Angel, Oregon.Job Description & Requirements. As a Physical Therapist, you?ll work closely with patients to impro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Wealth Advisor

    Wealth Advisor

    Portland Staffing • Portland, OR, US
    [job_card.full_time]
    The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Wealth Advisor - Mechanics Bank

    Wealth Advisor - Mechanics Bank

    LPL Financial • Vancouver, WA, 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_variable_days] • [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]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

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

    Data Annotation • Tigard, 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_30] • [promoted]