Elite Retirement Planning Advisor

Asset Preservation Wealth & Tax; Portland (OR); On-site; USD 120,000 - 240,000; Full time

Job summary

Asset Preservation Wealth & Tax in Lake Oswego seeks a Financial Advisor to serve the Portland metro. You guide households from discovery to a funded decision, coordinating with planning and tax colleagues to deliver integrated income, investment, tax, protection, and legacy strategies.

You'll handle objections, secure commitments, and manage transfers post-decision, with full planning support and regular training from our founder. In-person Portland coverage from Lake Oswego expected.

Qualifications

• Several years in the industry with a track record of personally closing clients/households.
• Active Series 65 or 66, or CFP/CPA/CFA designation.
• Active life insurance license.
• Retirement-planning fluency: income, investments, taxes, distributions, estate coordination, and protection in one client conversation.
• Judgment to recommend an annuity when appropriate and decline it when not.
• Reliable follow-up and coordination with planning and implementation teams.
• In-person coverage of the Portland metro from Lake Oswego; training may include travel to Phoenix.

Responsibilities

• Lead discovery, identify the household decision maker and who needs to be in the room.
• Develop or direct analysis with planning and tax colleagues.
• Present a connected recommendation: income, investments, taxes, and protection.
• Handle objections, secure the business, and set the next steps.
• After decision, hand off a complete case and track transfers and required information.

Skills

Closing clients

Education

Series 65 or Series 66 or CFP/CPA/CFA designation

Life insurance license

Job description

Asset Preservation Wealth & Tax in Lake Oswego seeks a Financial Advisor to serve the Portland metro. You guide households from discovery to a funded decision, coordinating with planning and tax colleagues to deliver integrated income, investment, tax, protection, and legacy strategies.

You'll handle objections, secure commitments, and manage transfers post-decision, with full planning support and regular training from our founder. In-person Portland coverage from Lake Oswego expected.