| Application Deadline: Open Until Filled |
Job Location: Eugene |
| Date Posted: 01/22/2010 |
Hours Worked Per Week: 40 |
| Computer Skills: N/A
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Shift:
Day Shift
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| Occupational Skills: Required |
Duration of Job: Full Time, more than 6 months |
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How to apply for this position:
The employer has requested that WorkSource Oregon pre-screen all applicants for this position. Please contact your local WorkSource Oregon office if you wish to apply for this job.
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| Job Summary: |
Requirements:
Bachelor's degree in business or equivalent. Series 7, Series 63, Series 65 or Series 66 license.
Job Description:
Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning; evaluating risk tolerance. Develop financial strategies by guiding client to establish financial goals; match goals to situation with appropriate financial plans. Monitor clients' financial situation by tracking changes in wealth and life circumstances; analyze financial plan results; identify and evaluate new financial strategies; recommend changes in goals and plans. Track financial markets, general economic conditions, and new financial products; participate in educational opportunities; read professional and technical publications; maintain personal networks; participate in professional organizations. Keep up to date on regulation changes. Follow all Bank policies and procedures, compliance regulations, and complete all required, annual required, or job - specific training.
Days and Hours:
Days and hours to be arranged by employer.
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| Job Classification: Personal Financial Advisors |
Access our statewide or regional occupation report for more information about wages,
employment outlooks, skills, training programs, related occupations, and more. |
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| Compensation |
Salary: $999.99
per
Other
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| Job Requirements |
| Experience Required: None |
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Education Required: Bachelors
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Minimum Age: 18
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| Major: Business |
Gender: N/A
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Employer Will Perform:
Background Check
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