About this role
Wealth Advisor at Oregon Pacific Wealth Management. Location: Eugene, Oregon, United States. Role: growing practice, providing advice, prospecting clients Requirements: FINRA Series 65 required; bachelor’s degree plus 5+ years sales experience in financial services (or equivalent); proven ability to build client relationships; proficiency with Microsoft Office and financial planning tools; strong communication skills. Category: Sales Seniority: Senior Level Tools: Microsoft Office Certifications: series 65, cfp Commitment: Full Time Workplace: Onsite Languages: English