Wealth Advisor - Banner Bank (Financial Services)

Location: On-site at a Banner Bank branch in Medford or Eugene, Oregon, United States

Salary: $70,000–$90,000 per year, plus eligible sales incentive compensation.

Company

hirify.global collaborates with banks to provide financial services and investment solutions for their clients.

What you will do

• Provide advice-based financial solutions to retail bank clients and prospective customers.
• Offer diversified brokerage, advisory, investment, and insurance products based on individual needs.
• Build relationships with branch managers, branch staff, and centers of influence to support referrals and cross-selling.
• Deliver a high-quality customer experience during client interactions.
• Meet or exceed territory sales goals while complying with applicable policies, regulations, and broker-dealer requirements.

Requirements

• At least two years of investment sales experience, preferably in a financial institution.
• High school diploma or equivalent; a bachelor's degree is preferred.
• Active state-applicable life insurance license.
• Active Series 7 and Series 63 registrations, where required by the state of hire.
• Active Series 65 or 66 registration; if required and inactive, it must be obtained within the first six months of employment.
• Computer proficiency, including Microsoft Office, PowerPoint, and broker-dealer applications.

Nice to have

• Proven success selling products and services to investment clients.
• Knowledge of bank-based investment markets, investment products, insurance products, and financial planning.

Culture & Benefits

• Fast-paced, client-focused, and team-oriented work environment.
• Emphasis on collaboration, creativity, and continuous improvement.
• Opportunity to work independently while partnering closely with retail branch teams.
• Eligible sales incentive compensation in addition to the stated salary range.