Financial Advisor

Job duties

• Aid members and prospects with information, products offered, and procedures to implement an investment program
• Maintain member files and records to comply with FINRA, OSJ, and Agency regulators
• Interact with mutual fund companies, insurance companies, clearinghouses, and broker/dealers for member needs or services
• Coordinate and conduct approved promotional campaigns for Addison Avenue as needed
• Keep informed of current investment product success and new products available through Raymond James Financial Services, Inc.
• Prepare all new business for submission to Raymond James for processing, following standard OSJ procedures

Essential skills

• Minimum Education: High School Diploma, with CFP designation preferred
• Minimum of 5 years’ experience selling and delivering personal investment products and services, with the ability to act as a trusted advisor and advocate
• Experience working in a bank or credit union environment preferred
• Exceptional interpersonal skills to engage with internal and external business partners
• Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
• Ability to create and deliver dynamic and engaging presentations tailored to the audience
• In-depth understanding of the financial industry, financial concepts, and the mathematics behind them
• High-level product knowledge, competitive intelligence, and client-service strategies
• Ability to handle multiple tasks simultaneously while maintaining organization, accuracy, and efficiency
• Organize, analyze, and interpret data to make sound decisions and guide investors based on individual risk tolerances
• Absorb individual client needs and foster strong relationships
• Proficiency with basic to complex mathematical calculations
• Working knowledge of Microsoft Office Suite and financial planning software
• Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
• Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred

Pay and benefits

Location: Based out of the Cornell Experience Center OR Cedar Hills Experience Center | Beaverton/Hillsboro, OR
Target Compensation in Oregon: $72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production)
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Accrue up to 17 days of Paid Time Off your first year of employment
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)