Independent Financial Advisor: Build Your Practice with Full Support

Edward Jones; Lake Oswego (OR); On-site; USD 70,000 - 110,000; Full time

Job summary

A leading financial firm in Lake Oswego is looking for a Financial Advisor to build and grow their practice. You will create personalized strategies to help clients achieve their financial goals, supported by a dedicated team and comprehensive training. This role emphasizes relationship-building and community engagement, with an inclusive environment encouraging various perspectives. Competitive resources and support for advisors are offered.

Qualifications

• Strong ability to build relationships and create new clients.
• Understanding clients’ needs and creating personalized strategies.
• Ability to oversee branch processes and maintain a high-quality client experience.

Responsibilities

• Build relationships to create new clients using various sourcing strategies.
• Deeply understand clients’ needs to help achieve their financial goals.
• Engage the branch team to monitor and adjust the business plan for effectiveness.

Skills

Relationship building

Client needs analysis

Public speaking

Networking

Job description

A leading financial firm in Lake Oswego is looking for a Financial Advisor to build and grow their practice. You will create personalized strategies to help clients achieve their financial goals, supported by a dedicated team and comprehensive training. This role emphasizes relationship-building and community engagement, with an inclusive environment encouraging various perspectives. Competitive resources and support for advisors are offered.