About this role
Financial Advisor- Oak Grove at Onpoint. Location: Milwaukie, Oregon, United States. Role: networking clients, assessing needs, advising clients Requirements: Required: Series 7 and 65 or 66, state life & health insurance, Oregon driver\u0002s license, 3+ years in financial services, maintain securities licenses, strong communication and analytical skills. Preferred: bachelor\u0002s in business, CFP or CRPC. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Money Guide Pro Certifications: series 7, series 65, series 66, life and health insurance, cfp, crpc Commitment: Full Time Workplace: Onsite Languages: un, English