Oregon Pacific BankOregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.Wealth AdvisorOregon Pacific Wealth Management (OPWM)A Registered Investment AdvisorWho We AreAt 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.About the RoleWe'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 baseDeliver comprehensive, personalized financial planning and investment adviceAct as a trusted partner in your clients' long-term financial journeyYou'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.What You'll DoGrow your practice by prospecting through events, seminars, networking, and referralsDevelop and execute a targeted marketing strategy to attract and engage clientsBuild deep, lasting relationships and provide tailored financial solutionsConduct client meetings and deliver comprehensive financial planning adviceCollaborate on presentations in both group and one-on-one settingsMaintain regular communication to ensure clients' strategies evolve with their needsCreate and sustain a referral-based practiceUphold the highest standards of ethics, compliance, and fiduciary responsibilityStay current with licensing, regulations, and firm policiesWhat You BringRequired QualificationsFINRA Series 65 licenseBachelor'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 businessStrong interpersonal and communication skillsWhat Sets You ApartEntrepreneurial mindset with a strong drive to succeedPassion for helping others achieve financial clarity and confidenceNatural ability to coach, guide, and simplify complex topicsCFP® designation (or willingness to obtain)Experience prospecting, acquiring, and retaining clientsStrong grasp of financial planning, investments, tax, retirement, and estate strategiesProficiency with Microsoft Office and financial planning toolsWhy Join OPWMSupportive, collaborative, and inclusive cultureAccess to advanced planning tools and technologyBuilt-in referral network and growth opportunitiesFreedom to shape your practice and career pathOpportunity to make a meaningful impact in clients' livesCORE BEHAVIORS for DELIVERING ON THE PROMISEBe Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.Work Ethic . Be willing to go the extra mile for the client, whether internal or external.Influence. Be an active player in participating, building and contributing to service.Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.Communication. Keep other informed and up-to-date. Actively listen and learn from each other.Have a Sense of Community. We firmly believe that we're only as strong as the communities we serve. Your involvement is an important part of who we are.Oregon Pacific Wealth Management is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.Equal employment opportunity, including veterans and individuals with disabilities.#J-18808-Ljbffr