Wealth Advisor

Oregon Pacific Bank•Eugene, OR

13d

About The Position

At Oregon Pacific Wealth Management, we believe wealth management is personal. As a relationship-driven advisory firm, we put our clients first—always. Our approach combines forward-thinking strategies, deep industry expertise, and a passion for helping clients achieve their financial goals. We specialize in holistic financial planning and investment management, empowering individuals and families through education, thoughtful planning, and personalized guidance. We’re looking for a growth-minded, client-first Wealth Advisor who is passionate about building relationships and delivering meaningful financial guidance. In this role, you will build and grow your own client base, deliver comprehensive, personalized financial planning and investment advice, and act as a trusted partner in your clients’ long-term financial journey. You’ll have access to industry-leading tools, technology, and an internal referral network, along with operational and administrative support, so you can focus on what matters most: your clients.

Requirements

FINRA Series 65 license
Bachelor’s degree and 5+ years of sales experience in financial services OR equivalent combination of education and experience (including HNW/UHNW client exposure)
Proven ability to build relationships and grow a book of business
Strong interpersonal and communication skills

Nice To Haves

Entrepreneurial mindset with a strong drive to succeed
Passion for helping others achieve financial clarity and confidence
Natural ability to coach, guide, and simplify complex topics
CFP® designation (or willingness to obtain)
Experience prospecting, acquiring, and retaining clients
Strong grasp of financial planning, investments, tax, retirement, and estate strategies
Proficiency with Microsoft Office and financial planning tools

Responsibilities

Grow your practice by prospecting through events, seminars, networking, and referrals
Develop and execute a targeted marketing strategy to attract and engage clients
Build deep, lasting relationships and provide tailored financial solutions
Conduct client meetings and deliver comprehensive financial planning advice
Collaborate on presentations in both group and one-on-one settings
Maintain regular communication to ensure clients’ strategies evolve with their needs
Create and sustain a referral-based practice
Uphold the highest standards of ethics, compliance, and fiduciary responsibility
Stay current with licensing, regulations, and firm policies