About this opportunity
McKenzie Recruiting LLC lists this Financial Advisor opportunity in eugene, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Financial Advisor
We are a Fee-Only, Fiduciary, and Independent financial planning firm. That means we work exclusively for our clients — never earning commissions, never selling proprietary products, and always putting client interests first. We're a growing firm built on integrity, transparency, and a genuine commitment to helping people make sound financial decisions. If you want to practice financial planning the way it should be done — free of conflicts of interest — we'd love to talk to you.
As a Financial Advisor, your primary responsibility is to assist clients in achieving their financial goals and objectives. You will analyze their financial situation, provide personalized advice, and offer strategic recommendations to help clients make informed decisions about their investments, retirement planning, insurance, and overall financial well-being. Location: Southern Oregon Coast, OR Salary: $80,000 - $10,000 depending on experience
Key Responsibilities
Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
Develop a deep understanding of clients' current financial situations, including income, expenses, assets, and liabilities.
Create customized financial plans based on clients' individual needs and objectives.
Provide guidance on investment strategies, retirement planning, tax planning, and estate planning.
Recommend suitable investment portfolios based on clients' risk profiles and financial objectives.
Monitor and adjust investment portfolios to align with market conditions and clients' changing circumstances.
Stay updated on market trends, economic indicators, and investment opportunities.
Assess and mitigate financial risks by recommending appropriate insurance products, such as life insurance, disability insurance, and long-term care insurance.
Educate clients on financial concepts, investment options, and market trends to empower them to make informed decisions.
Conduct educational workshops to enhance clients' financial literacy.
Engage in business development efforts, including networking, referral generation, and identifying opportunities to grow the client base.
Ensure compliance with relevant financial regulations and industry standards.
Stay informed about changes in financial laws and regulations.
Build and maintain strong, long-term relationships with clients.
Regularly communicate with clients to review their financial plans, address concerns, and provide updates on portfolio performance.
Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field.
Relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are preferred.
Strong knowledge of financial markets, investment products, and financial planning strategies.
Professional sales experience, with a demonstrated ability to build relationships and grow business.
Excellent communication and interpersonal skills.
Ability to analyze complex financial information and communicate recommendations clearly.
Previous experience in financial advising, investment management, or a related field is advantageous.
Worksite address
eugene, OR, 97403, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.