Financial Advisor

WestPac Wealth Partners; Lake Oswego (OR); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Industry-Leading Training

Proprietary Planning Software

Team-Work Culture

Free Licensing

Licensing materials reimbursements

Job summary

WestPac Wealth Partners seeks motivated individuals to run their own wealth-management practice with support from a Fortune #1 Best Place to Work and Inc. 5000 Fastest Growing Company. You will build client relationships and expand a personal advisory business using proprietary tools and coaching.

Candidates should have a 4-year degree, a drive to help others, top ethics, and the ability to leverage training materials and licensing pathways to grow a trusted practice.

Qualifications

• 4-year degree required.
• Desire to help others and high ethical standards.
• Excellent interpersonal and relationship skills.
• Commitment to education and professional development.
• Willingness to expand a business through prospecting and referrals.
• Must have or be pursuing SIE, Series 7 & 66, Life and Health licenses.

Responsibilities

• Expand a business practice by prospecting and referral-based strategies.
• Identify and cultivate new client relationships within target markets.
• Leverage training and planning software to support client solutions.
• Collaborate with advanced planning teams and coaches.

Skills

Desire to Help Others

Integrity & Ethics

Interpersonal Skills

Education & Professional Development

Goal & Commitment Oriented

SIE License

Series 7 & 66 Licenses

Life & Health Insurance Knowledge

Education

4-Year Degree

Tools

Proprietary Planning Software

Job description

At WestPac Wealth Partners, we seek driven individuals who are ready to take charge of their future. We provide the opportunity to run your own business, supported by a Fortune #1 Best Place to Work and an Inc. 5000 Fastest Growing Company*. If you're passionate about making a positive impact in your community and being directly rewarded for your contributions, this could be an excellent career opportunity for you.

WestPac is a wealth management firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their future to create a lasting impact on their wealth potential. We help people in all situations – business owners, medical professionals, professional athletes, and individuals seeking personal financial solutions.

Our commitment to our clients, our associates, and our community has garnered us many awards and recognition from leading media outlets such as, Fortune Magazine, Inc 5000, Forbes, Yahoo Finance, multiple Business Journals and several tv and radio stations. A current list can be viewed here: https://www.westpacwealth.com/p/who-we-are

Career Requirements

When searching for future advisors, we look for a variety of skillsets that have proven to be leading indicators of success. In addition to the below, you have a responsibility to expand a business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets.

Requirements

• 4-Year Degree
• Desire to Help Others
• Highest Level of Integrity & Ethics
• Interpersonal & Relationship Skills
• Affinity for Education & Professional Development
• Goal & Commitment Oriented
• SIE, Series 7 & 66 License, Life and Health (Have or will Obtain)

What We Provide

• Industry-Leading, Proprietary Training and Education Systems
• Proprietary Planning Software
• Team-Work Culture
• Free Licensing
• Access to study and licensing materials– reimbursements for tests.
• Advanced Planning Team
• Accountability and Marketing Coaches