Financial Advisor jobs in Oregon

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Administrative Assistant - Financial Firm - Medford, OR
  • Advisor Employee Services
  • Medford, OR FULL_TIME
  • Administrative Assistant
    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy firm, AnnuityAdvantage, located in Medford, OR is looking for a strong Administrative Assistant. This individual will be responsible for a variety of pertinent tasks, allowing the agents to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with others daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today! The below job description outlines the responsibilities of the Administrative Assistant.
     
    Minimum Requirements:
    • 2 years of administrative office experience in a faced-paced environment
    • Financial industry experience preferred
    • Intermediate to Advanced skills with MS Office Suite
    • CRM experience preferred
    • Excellent communication skills both verbal and written
    • Desire to obtain long-term employment
    This position requires that you possess the following skills:
    • Ability to prioritize projects and manage time
    • Savvy customer service, to include excellent communication, both verbal and written
    • Strong follow-through
    • Good natured, positive attitude
    • Ability to demonstrate persistence to achieve quality
    Responsibilities:
    Office Administration and Client Service Work:
    Assisting the agents and executive staff in managing the branch office to exceed client and regulatory expectations include:
    • Answer phones in a friendly, positive, and warm manner
    • Be the first point of contact for prospects and clients
    • Maintain office supplies and out-going correspondence
    • Assist clients with issues and concerns
    • Build and improve upon client relationships
    • Database maintenance
    • Assist with client inquiries regarding their account
    • Compiling account summaries
    • Maintain office filing system, both paper and electronic
    • Complete and process new client applications
    • Record notes from client conversations
    • Assist with various marketing objectives
    • Other industry-specific tasks as needed
    Salary
    • $18.00-$21.00 per hour
    Benefits
    • Paid Holidays and PTO
    • Monthly Health Insurance Stipend
    Saving for retirement? – Absolutely it is what we do!
    • Simple IRA with company contributions
    Hours
    • Monday – Friday
    • 8:00 AM- 5:00 PM
     
    Presented by Advisor Employee Services Thank you for your interest in the Administrative Assistant role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 1 Month Ago

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Financial Advisor
  • Financial Freedom
  • Salem, OR FULL_TIME
  • Financial Freedom Wealth Management Group, awarded the Best Place to Work in 2023 for FinancialAdvisors, is actively seeking a Financial Advisor to join our growing team. Our firm is comprised of fun,...
  • 2 Months Ago

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Voya Financial Advisor Eugene
  • Voya Financial
  • Eugene, OR FULL_TIME
  • Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greate...
  • 19 Days Ago

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Financial Advisor
  • onpoint
  • Salem, OR FULL_TIME
  • Overview OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading Broker/Dealers in the country. Together we have a commitment to provide an exceptio...
  • Just Posted

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Financial Advisor
  • Cetera Investors
  • Tigard, OR FULL_TIME
  • Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book of business, willing to deepen relationships while managing existing and new clie...
  • 2 Days Ago

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Financial Advisor
  • Cable Hill Partners
  • Portland, OR FULL_TIME
  • Providing exceptional service to our clients starts with investing in exceptional people!We are an independent wealth management firm committed to providing "Advice at a Higher Level" to our clients. ...
  • 2 Days Ago

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Financial Advisor
  • Wintrust Financial
  • Chicago, IL
  • Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business...
  • 6/12/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Seattle, WA
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 6/10/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Austin, TX
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 6/6/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Austin, TX
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 6/6/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Rochester, NY
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/28/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Tucson, AZ
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/15/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Honolulu, HI
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/14/2024 12:00:00 AM

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Financial Advisor
  • Edward Jones
  • Knoxville, TN
  • Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change ...
  • 5/3/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$50,118 to $77,126