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Financial Advisor with Sales Background
Career Insights for Financial Planner / Investment Consultant
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$105,138 / year median in the U.S.
+0% projected growth
Job Description
Financial Advisor with Sales Background New York Life
•Greater Oregon Portland, OR Job Details Full-time $89,600
•$98,700 a year 22 hours ago Benefits Disability insurance Health insurance Dental insurance 401(k) Pension plan Work from home Vision insurance 401(k) matching Opportunities for advancement Flexible schedule Qualifications Finance advising Master's degree in business administration Financial sales Team leadership Mid-level Small business experience Business development
Master of Business Administration Full Job Description Benefits:
401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At New York Life
•Greater Oregon , our mission is to identify, recruit, and develop exceptional financial professionals, empowering them to achieve levels of success they may never have imagined through meaningful work that makes a lasting difference for clients, the office, and the community. Led by an award-winning leader who previously served as Managing Partner of New York Life's Nashville General Office, was named Partner of the Year in Alaska, and earned two consecutive Executive Council qualifications as an advisor, our team is built on mentorship, continuous learning, and accountability. We believe that with the right training, support, and opportunity, driven individuals can become confident leaders while helping families and businesses achieve financial security. Beyond the office, we're proud to give back to our community by supporting organizations like Camp Erin Oregon and the Down Syndrome Network Oregon (DSNO).
Meet Our Team:
Ryan Myers
•
Senior Partner:
Ryan joined New York Life 12 years ago and now serves as a Senior Partner, where he is passionate about developing financial professionals and helping clients achieve their goals. Before New York Life, he worked as a certified snowboard instructor and bartender/restaurant manager, building a strong foundation in leadership and client service. Outside of work, Ryan enjoys snowboarding, fishing, and spending as much time outdoors as possible with his dog, Kinley. Eduardo Torres
•
Financial Services Professional:
Eduardo joined New York Life two years ago after a successful career as a personal trainer, where he developed a passion for helping others reach their goals. He recently qualified as an Executive Council agent, reflecting his dedication to serving clients and achieving excellence early in his career. Today, he enjoys guiding individuals and families toward financial confidence while continuing to prioritize health and wellness. Outside of work, Eduardo is passionate about fitness and practices jiu-jitsu. Cadron Swanby
•
Financial Services Professional:
Cadron joined New York Life in 2026 after building his career in marketing, sales, and business development. Prior to New York Life, he served as Head of Marketing and Sales at EVO and also gained valuable experience in solar sales. Outside of work, Cadron enjoys music and spending time DJing for friends and family. You may be a strong fit if you: Have prior sales, management, or business development experience. We invest heavily in training and development. Have previously run your own business Hold an MBA or other advanced degree This opportunity is ideal for individuals who are: Ambitious, competitive, and results-driven Coachable and growth-minded Natural leaders or aspiring leaders Comfortable being accountable for outcomes Motivated by building and leading others
Benefits and Compensation:
Benefits:
Includes Medical, Dental, Vision, Life, and Long-Term Disability Insurance.
• 401(k)
Savings Plan:
Help secure your future with a robust 401(k) offering.
•
Defined Benefit Pension Plan:
Monthly payments based on earnings and years of service.
•
Compensation:
This is a commission-based sales position. Compensation is tied to individual production and may vary based on performance.
Career Growth:
Access to industry-leading training, certifications, and career development resources.
Professional Development:
We provide world-class training, ongoing mentorship, and advanced certifications, helping you grow in your role and build your career.
Work-Life Balance:
Flexible scheduling allows you to create a career that fits your lifestyle while making a lasting impact on clients. This is necessarily brief and provides only general descriptions of the benefits available to eligible Agents under the applicable plans. Specific terms, such as eligibility and benefits, are determined only by the terms and conditions contained in the relevant plan documents. The Company reserves the right to terminate benefit plans at any time for any reason. In the event of a conflict between the information herein and the provisions of the plan documents, the plan documents will govern. Flexible work from home options available.