Financial Advisor - Tualatin, OR jobs in United States
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COUNTRY Financial® · 1 day ago

Financial Advisor - Tualatin, OR

positionTualatin, OR
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date2+ years exp

COUNTRY Financial® is a FORTUNE 1000 insurance and financial services organization dedicated to helping clients prepare for life's planned and unexpected moments. They are seeking Financial Advisors who will take a consultative approach to grow their business and help clients with financial services and insurance products.

Insurance
Hiring Manager
Barbara April
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Responsibilities

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

Qualification

Series 6/63 licensesLife/Health State Insurance LicenseProperty/Casualty State Insurance LicenseAccredited Asset Management SpecialistChartered Financial AnalystCertified Public AccountantCertified Financial PlannerChartered Financial ConsultantEntrepreneurial mindsetBusiness acumenClient relationship managementCommunity impact focusCommunication skills

Required

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

Preferred

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

Benefits

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.

Company

COUNTRY Financial®

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COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states.
dateFounded in 1925
location
Bloomington, IL, US
people-size5001-10000 employees
web-link
https://www.countryfinancial.com

Funding

Current Stage
Late Stage

Leadership Team

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Jim Jacobs
Chief Executive Officer
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Christopher B.
Vice President - Chief Technology & Security Officer (CTO/CSO)
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Company data provided by crunchbase