Financial Advisor – Wealth Management & Retirement Planning

Tired of chasing prospects?

At Asset Preservation Wealth & Tax, your calendar is full, your clients are qualified, and your work actually moves lives forward. We’re a tax-integrated fiduciary wealth management firm built for high-performing advisors who want more opportunities, more impact, and more income — without the grind of sourcing leads.

We specialize in helping pre-retirees, retirees, and mass-affluent households unify investment, tax, retirement income, and estate planning under one roof. Our marketing engine — including radio, podcast, YouTube, and live events — fills advisor schedules year-round.

What You’ll Do

• Meet with qualified, marketing-generated prospects (no cold calling) and convert them into long-term client relationships.
• Build and present comprehensive, fiduciary financial plans integrating retirement income, tax strategy, and protection solutions.
• Gather and manage client assets through our RIA platform, Foundations Investment Advisors.
• Design tax-smart withdrawal and Roth conversion strategies alongside in-house tax professionals.
• Leverage our robust operational and service team to deliver elite, ongoing client experiences.
• Participate in client education events and occasional radio, webinar, or community outreach programs.

What You’ll Bring

• Active Series 65 (or equivalent) and Oregon Life Insurance License.
• Minimum 2 years of client-facing advisory experience.
• Proven ability to close qualified prospects and gather new assets.
• Depth in retirement income, tax-aware investing, and annuity suitability.
• High integrity, consultative communication, and CRM discipline.

Why Advisors Join AP Wealth

• $1B in client assets and 9,000 households — marketing power that delivers a consistent flow of appointments.
• Fully integrated tax, investment, and planning ecosystem.
• In-house radio, podcast, and YouTube production driving community visibility.
• Collaborative, fiduciary culture built around measurable client outcomes.

If you’re an experienced closer or a growth-minded advisor ready for a bigger platform, this is where you scale your impact — and your income. Apply now to explore how AP Wealth can equip you with the systems, support, and marketing you’ve been missing.