Independent Wealth Planning Advisor

MassMutual Oregon; Portland (OR); On-site; USD 60,000 - 80,000; Full time

Job summary

A stable insurance firm is seeking a Wealth Manager in Portland, Oregon. In this role, you will build your practice and assist community members in planning their financial futures. We are looking for highly self-motivated individuals with excellent communication skills and a positive, customer-focused attitude. A bachelor's degree in Finance or Business and a FINRA Series 6 or 7 license (within 6 months of hire) are required. Join us to help clients secure their futures with tailored financial solutions.

Qualifications

• Bachelor’s degree or equivalent work experience required.
• Life, Accident, Health & FINRA Series 6 or 7 license required within 6 months.
• Strong technical and analytical skills essential.

Responsibilities

• Build practice and help clients plan their financial futures.
• Develop relationships within the community.
• Manage time effectively to achieve results.

Skills

Self-motivated

Outgoing personality

Positive attitude

Organized

Excellent communication

Education

Bachelor's degree in Finance or Business

FINRA Series 6 or 7 license

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Skype

Job description

A stable insurance firm is seeking a Wealth Manager in Portland, Oregon. In this role, you will build your practice and assist community members in planning their financial futures. We are looking for highly self-motivated individuals with excellent communication skills and a positive, customer-focused attitude. A bachelor's degree in Finance or Business and a FINRA Series 6 or 7 license (within 6 months of hire) are required. Join us to help clients secure their futures with tailored financial solutions.