Financial Advisor
Job Description
WestPac Wealth Partners is seeking a goal-driven financial advisor to expand a private client practice in Lake Oswego. This full-time, on-site position emphasizes proactive prospecting and referral networks to cultivate new client relationships in target markets, with earning upside through a draw against commission. The role offers a comprehensive benefits package and a compensation structure aligned with growth and performance.
Responsibilities
The advisor will contribute to building and expanding a private client practice through effective prospecting and referral-based strategies, while identifying and nurturing new client relationships within target markets. Earning potential includes a draw against commission, with details discussed during the interview process.
Requirements
- Bachelor's Degree (Required)
- US Work Authorization
- Entrepreneurial mindset and a desire to work in a commission environment
- Strong interpersonal and relationship skills
- Aiming to build a business for yourself, but not by yourself
- Strong work ethic
- Coachable
- Desire to help others
- Have or be willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Compensation
Salary: USD 102,162 - 200,000 per year
Compensation package includes:
- Bonus opportunities
- Commission only
- Commission pay
- Signing bonus
Job Details
- Job Type: Full-time
- Work location: In person in Lake Oswego, OR 97035 (Onsite)
- Ability to commute: Lake Oswego, OR 97035 (Preferred)
- Ability to relocate: Lake Oswego, OR 97035 (Relocate before starting work, Preferred)