OR-Hillsborough Relationship Manager Trainee - Farm and Ranch Clients

OR-Hillsborough Relationship Manager Trainee - Farm and Ranch Clients

AMERICAN SENIOR BENEFITS LLC

Hillsboro, OR Job Details Full-time $79,999 - $125,000 a year 3 hours ago Qualifications Wealth management Customer relationship building Client retention Investment client management Financial goal setting advisory services Financial services Retirement planning advisory services Communication skills Entry level

Full Job Description Overview:

Looking for a career where relationships matter, clients are already established, and your income can grow with your impact? We are seeking a motivated individual to train as a Financial Advisor serving an existing book of business made up primarily of farmers, ranchers, and agricultural families throughout the Pacific Northwest. No existing book of business is required. We provide training, mentorship, and qualified opportunities to help you build a successful practice.

Responsibilities:

What You'll Do as a

Financial Services Professional:

Work with established clients to review financial goals and retirement planning needs Learn a proven advisory process through hands-on training and mentorship Conduct appointments with individuals, families, farmers, and ranchers Build long-term client relationships based on trust and service Develop expertise in retirement, wealth accumulation, income planning, and asset protection strategies

What We Provide:

Comprehensive training program Existing book of business Qualified leads and appointment opportunities Ongoing mentorship from experienced advisors Professional licensing support, if needed Long-term growth and ownership opportunities

Qualifications:

What Sets You Up for

Success Here:

Self-motivated and coachable Professional communication skills Interest in finance, retirement planning, or helping others achieve financial goals Agricultural background is helpful but not required

Schedule:

Monday-Thursday:

Full business hours

Friday:

Limited hours No evenings required No weekend prospecting Apply now to discover what it means to work for yourself—not by yourself—with American Senior Benefits.

Compensation:

Competitive compensation package with significant long-term income potential. If you're looking for a career where you can serve hardworking families, receive world-class training, and build a business with long-term value, we'd like to talk with you.

Compensation:

USD $79,999.00 - USD $125,000.00 /Yr.