Wealth Advisor

Company: Oregon Pacific Bank
Location: Medford
Posted on: March 21, 2023

Job Description:

Oregon Pacific BankOregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status. Medford , Medford, OR, US Wealth AdvisorWho We Are:Oregon Pacific Wealth Management (OPWM) is a local relationship-based financial advisory firm committed to putting our clients' interests first. We provide a forward-thinking, passion-led, client-first approach to building and protecting our client's wealth. OPWM focuses on holistic, comprehensive financial planning and investment management strategies. This is done by incorporating industry knowledge, providing financial education, and keeping a client's goals at the core of our planning. About the Position:You are a passion-led, client-first entrepreneur seeking to grow your client base and serve your clients with a modern approach to holistic, comprehensive financial planning.You are responsible for developing new business, managing relationships, providing personalized investment advice, and demonstrating the unique value we can deliver together. This is achieved by applying your history of success in acquiring client relationships and industry knowledge. You will provide and maintain exceptional service to clients as a trusted partner in their wealth journey through regular, meaningful contact throughout the year. You will be working with clients to develop and implement a customized goals-based financial plan based on their unique financial situation and will provide ongoing financial advice to help them achieve their objectives.With modern financial planning tools, access to industry leading technology as well as administrative and operations support, OPWM is built to help you succeed and positively impact clients\u0026#39; lives. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone\u0026#39;s different viewpoints help to achieve results. Required Qualifications FINRA Series 65 licenseBachelor\u0026#39;s degree and a minimum of 5 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 8 years' higher education and/or work experience, including a minimum of 4 years' sales experience in the high net worth or ultra-high net worth client segmentExceptional interpersonal and relationship building skillsResponsibilitiesGenerate client prospects by attending local events, hosting seminars, joining networking groups, utilizing online marketing venues, and leveraging internal and external sources of referrals.Develop and execute a marketing plan to engage target audiences that will attract client prospects to build your practice.Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals.Collaborate with others in developing presentations delivered in group settings or one-on-one.Keep in touch with clients to ensure that they have the right products for their current needs.Schedule and conduct financial planning and advice meetings with clients and client prospects.Create referral opportunities and build a referral-based practice.?Determine the course for your career in terms of financial objectives.Follow high standards of business and professional ethics and legal and regulatory requirements when serving clients and prospects and performing all work-related activities.Understand and comply with all aspects of OPWM's policies and practices, laws and regulations governing the duties and responsibilities of offering financial advice.Maintain all necessary licenses and registrations as requiredPreferred SkillsSelf-motivated, independent, and driven to succeed. Motivated by helping others. A natural coach or guide with strong interpersonal skills.CFP designation, or willingness to obtain.Excellent oral and written communication skillsDemonstrated ability to prospect, acquire, and retain financial planning clientsProficiency in Microsoft Office programsAbility to learn complex financial planning systemsUnderstanding of financial planning, investment, tax, retirement plans and estate planning rulesAbility to simplify complicated financial topicsPI208443385

Keywords: Oregon Pacific Bank, Medford , Wealth Advisor, Other , Medford, Oregon