Talent.com
COUNTRY Financial
Financial Advisor - Tualatin, ORCOUNTRY Financial • Tualatin, OR, United States
Financial Advisor - Tualatin, OR

Financial Advisor - Tualatin, OR

COUNTRY Financial • Tualatin, OR, United States
30+ days ago
Job type
  • Full-time
Job description

COUNTRY Trust Bank Financial Advisor

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.

COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they:

  • Diversify their income through multiple product lines beyond financial services.
  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.
  • Educate clients and prospects about our products and services.
  • Collaborate with COUNTRY Financial Insurance Agents to secure business.
  • Establish an office and build a staff.
  • Conduct financial solution seminars.
  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer Our financial advisors have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.
  • Access to continued learning and marketing resources.
  • Corporate office support.
  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.
  • There is no buy-in required.

Qualifications Successful COUNTRY Trust Bank Financial Advisors are:

  • Entrepreneurial and self-motivated.
  • Goal-driven with track records of business growth in the insurance and or financial services industry.
  • Strong communicators with excellent business acumen.
  • Committed to building and maintaining solid connections between their efforts and their rewards.
  • Focused on achieving professional success through securing clients' trust.
  • Passionate about making positive impacts in their communities.

Required Qualifications

  • Series 6/63 licenses
  • Passed SIE
  • Life/Health State Insurance License*
  • Property/Casualty State Insurance License*

Preferred Experience

  • Accredited Asset Management Specialist (AAMS)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • Bachelor's Degree
  • 2+ years of experience in the insurance and or financial services industry
  • 5+ years of business ownership or managerial experience

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

Create a job alert for this search

Financial Advisor - Tualatin, OR • Tualatin, OR, United States

Similar jobs

Private Wealth Advisor

EmpowerPortland, OR, United States
Full-time

Chart your own path and grow your career while helping more customers achieve financial freedom.The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing ... Show more

 • Promoted

Wealth Advisor (Portland, OR)

Mercer AdvisorsPortland, OR, United States
Full-time

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of exp... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausMolalla, OR, US
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Sales Advisor - Dyson Home

ActionLinkPortland, OR, United States
Part-time

Ready to transform the way people clean and have a blast doing it? ActionLink is on the lookout for a dynamic Part-Time Sales Advisor to join our Dyson Home Team as an in-store expert at Costco in ... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Molalla, Oregon, US
$80.00 hourly
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Physician Assistant (PA) - Family Practice - $125,000 to $130,000 per year in Marion County, OR

LocumJobsOnlineMarion County, OR, US
$125,000.00 yearly
Full-time +1

Physician Assistant | Family Practice.LocumJobsOnline is working with Opportunity Healthcare to find a qualified Family Practice PA in Marion County, Oregon, 97381!.Family Practice Physician Assist... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Oregon City, OR

JPMorgan ChaseOregon City, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Personal Banker - Tualatin

Wells FargoTualatin, OR, United States
Full-time

Why Wells Fargo: Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communi... Show more

 • Promoted

Financial Advisor - Portland, OR / Vancouver, WA and surrounding areas

Thrivent Financial for LutheransPortland, OR, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyPortland, OR, United States
Full-time

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi... Show more

 • Promoted

Financial Advisor- Oak Grove

OnPointPortland, OR, United States
Full-time

Raymond James Financial Services, Inc.OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc.Together we have a commitment to provide an exceptional client experienc... Show more

 • Promoted

Work-From-Home Product Advisor - $45 per hour

Great LionSilverton, Oregon
$45.00 hourly
Remote
Part-time +1

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of bet... Show more

 • Promoted

Investment Advisor Representative

Columbia Credit UnionVancouver, WA, United States
Full-time

Columbia CU is a full-service financial institution with $2.Making Life Better" in the communities we serve.Since 1952, our commitment toward "Making Life Better" has earned us accolades and we are... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Oregon City, OR

ChaseOregon City, OR, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

 • Promoted

Information Technology Professional

US NavySilverton, OR, US
Full-time

Information Technology Professional (IT/CTN/IS).Information Systems Technicians, Cryptologic Technician Networks, and Intelligence Specialists keep the Fleet connected, informed, and secure by oper... Show more

 • Promoted

Voya Financial Advisor Portland

Voya Financial AdvisorsPortland, OR, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Portland area to work plan sponsor relationships, including government, retail and private.This position wi... Show more

 • Promoted

Financial Advisor

Northwestern MutualLake Oswego, OR, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Financial Advisor

First Technology Federal Credit UnionBeaverton, OR, US
$72,000.00 yearly
Full-time

The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and ... Show more

Ford Service Advisor

Kendall Dealership Holdings LLCVancouver, WA, United States
Full-time

Description:Kendall Auto Group is one of the largest family owned and operated dealers in the Pacific Northwest and premier employer in Vancouver.We are looking for a Service Advisor to join our Se... Show more

 • Promoted

Travel Physical Therapy Assistant - $1606.53 / Week

Medical SolutionsClackamas, OR, US
Full-time

Medical Solutions is seeking an experienced Physical Therapy Assistant for an exciting Travel Allied job in Clackamas, OR.Shift: 8 hr days Start Date: ASAP Duration: 12 weeks Pay: $1606.A facility ... Show more