Financial Advisor

Asset Preservation Wealth & Tax; Portland (OR); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Top-tier compensation

Direct access to leadership

Job summary

Asset Preservation Wealth & Tax in the Portland/Lake Oswego area seeks a seasoned financial advisor who can take pre-retirees from discovery to decision, closing complex retirement business with a plan-first approach.

You'll present integrated recommendations across investments, taxes, Social Security, estate coordination, and protection, coordinating with planning, tax, estate, insurance, and operations teams.

Qualifications

• Active Series 65 or Series 66, or CFP/CPA/CFA designation.
• Active life insurance license.
• Credible means to serve the Portland/Lake Oswego market in person.
• Proven ability to close complex retirement business.

Responsibilities

• Meet with pre-retirees and retirees and lead discovery and integrated recommendations.
• Lead discovery, connect investments with retirement income, taxes, Social Security, estate coordination, and protection.
• Answer hard questions, ask for the business, and carry decisions through implementation handoff.
• Own the relationship and coordinate planning, tax, estate, insurance, and operations teams.

Skills

Closing complex retirement business

Discovery-to-decision process

Client-facing presentation

Plan-first advisory approach

Education

Series 65

Series 66

CFP designation

CPA designation

CFA designation

Active life insurance license

Job description

When did “financial advisor” start meaning “full-time marketer/prospector who occasionally does planning and gives advice?”

We built Asset Preservation Wealth & Tax on education — The Asset Preservation Hour, seminars, workshops, and retirement content that bring pre-retirees and retirees to our advisors when they're ready for the conversation. Our Portland/Lake Oswego office has more demand than advisor capacity; that’s the problem you solve.

If you can take a household from discovery through decision; if you can close the business when it's a fit and gather the assets, we can fill your calendar immediately.

What you'll do

• Meet with pre-retirees and retirees who found us through our TV/radio, seminars/workshops, and digital presence.
• Lead discovery, connect investments with retirement income, taxes, Social Security, estate coordination, and protection, and present one integrated recommendation.
• Answer the hard questions, ask for the business, and carry accepted decisions through a clean implementation handoff.
• Own the relationship and follow-through while planning, tax, estate, insurance, new-business, and operations teams work behind you.

What you get

• Top-tier, negotiable compensation: base plus a meaningful share of the revenue you generate. If you’re a fit, compensation won’t be the reason this doesn’t come together.
• An education-led demand engine and an established Portland/Lake Oswego presence, so your week goes to planning, presenting, and closing — not cold outreach.
• A complete retirement platform — investments, income, taxes, estate coordination, insurance, and annuities — so you're never boxed into one product conversation.
• Direct access to the people who built the model: Stewart Willis, our president, personally leads training and development for this seat.

Who this is for

You've personally closed complex retirement business and can prove it — your discovery, your recommendation, your ask, your funded clients. You run a plan-first process and will recommend advisory, insurance, or annuity solutions when they're right for the household — and decline them when they're not. You don't need a portable book. You need a platform that keeps you in front of the right people.

Who it is not for

Pure portfolio managers, AUM-only purists who won't evaluate an appropriate annuity, service advisors who don't want conversion accountability, and lone wolves who want firm-generated opportunities without coaching, standards, or shared process.

What you need

• An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation).
• An active life insurance license.
• A credible way to serve the Portland/Lake Oswego market in person, client-facing.

If you're the closer we just described, we'd love to learn more about you and share what we've built.