Financial Advisor - Tualatin, OR

COUNTRY Financial®; Tualatin (OR); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Performance-based global trips

Access to continued learning

Corporate office support

Job summary

COUNTRY Financial® is looking for driven financial advisors in Tualatin, Oregon, who are ready to establish their own business while offering financial services and insurance products. As independent contractors, candidates will grow their client base and financial knowledge through extensive support.

Required qualifications include relevant licenses and a Bachelor's Degree, with preferred experience in the financial industry. Candidates should be motivated, goal-oriented, and passionate about community impact.

Qualifications

• Must be entrepreneurial and self-motivated.
• Need a goal-driven mindset with successful business growth.
• Strong communicators with excellent business skills.

Responsibilities

• Grow business through consultative approaches with clients.
• Diversify income with multiple financial products.
• Manage schedules to balance personal and career interests.

Skills

Entrepreneurial mindset

Strong communication

Business acumen

Goal-driven

Community impact

Education

Bachelor’s Degree

Tools

Series 6/63 licenses

Life/Health State Insurance License

Property/Casualty State Insurance License

Job description

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

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

The Career

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

• 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

• Opportunities to earn performance-based global trips and financial rewards.
• Access to continued learning and marketing resources.
• Corporate office support.
• Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
• There is no buy-in required.

Qualifications

• 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*
• Property/Casualty 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 experience in the insurance and or financial services industry
• 5+ years of business ownership or managerial experience

These licenses are not required to apply; however, the candidate’s ability to obtain these licenses is essential when a contract decision is made.