What are the responsibilities and job description for the Wealth Advisor position at Oregon Pacific Bank?
Wealth Advisor
Oregon Pacific Wealth Management (OPWM)
A Registered Investment Advisor
Who We Are
At 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 Role
We’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 base
- Deliver comprehensive, personalized financial planning and investment advice
- Act as a trusted partner in your clients’ long-term financial journey
You’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 Do
- Grow your practice by prospecting through events, seminars, networking, and referrals
- Develop and execute a targeted marketing strategy to attract and engage clients
- Build deep, lasting relationships and provide tailored financial solutions
- Conduct client meetings and deliver comprehensive financial planning advice
- Collaborate on presentations in both group and one-on-one settings
- Maintain regular communication to ensure clients’ strategies evolve with their needs
- Create and sustain a referral-based practice
- Uphold the highest standards of ethics, compliance, and fiduciary responsibility
- Stay current with licensing, regulations, and firm policies
What You Bring
Required Qualifications
- FINRA Series 65 license
- Bachelor’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 business
- Strong interpersonal and communication skills
What Sets You Apart
- Entrepreneurial mindset with a strong drive to succeed
- Passion for helping others achieve financial clarity and confidence
- Natural ability to coach, guide, and simplify complex topics
- CFP® designation (or willingness to obtain)
- Experience prospecting, acquiring, and retaining clients
- Strong grasp of financial planning, investments, tax, retirement, and estate strategies
- Proficiency with Microsoft Office and financial planning tools
Why Join OPWM
- Supportive, collaborative, and inclusive culture
- Access to advanced planning tools and technology
- Built-in referral network and growth opportunities
- Freedom to shape your practice and career path
- Opportunity to make a meaningful impact in clients’ lives
CORE BEHAVIORS for DELIVERING ON THE PROMISE
- Be 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.