COUNTRY Trust Bank Investment Advisor

2 months ago


Salem, Oregon, United States Country Financial Full time

Join Our Team as a Financial Services Consultant

At COUNTRY Trust Bank, our Financial Services Consultants are not just employees; they are independent professionals who partner with us to provide exceptional financial guidance. As Registered Representatives of COUNTRY Capital Management Company and Insurance Agents of COUNTRY Life Insurance Company, they play a crucial role in helping clients navigate their financial journeys.

Your Role

As a Financial Services Consultant, you will adopt a client-centric approach to foster relationships with both existing and potential clients. Your responsibilities will include:

  • Diversifying income streams by offering a range of products beyond traditional financial services.
  • Utilizing a comprehensive portfolio that includes property and casualty, life and health insurance, as well as annuities and investment solutions.
  • Educating clients about the various products and services available to them.
  • Collaborating with COUNTRY Financial Insurance Agents to enhance business opportunities.
  • Establishing your own office and building a dedicated team.
  • Conducting informative seminars on financial solutions.
  • Enjoying the flexibility to manage your schedule, allowing for a balance between professional and personal interests.

What We Offer

Our Financial Services Consultants benefit from:

  • Uncapped earning potential without a mandatory buy-in.
  • Opportunities for performance-based global trips and financial incentives.
  • Access to ongoing education and marketing support.
  • Comprehensive corporate office assistance.
  • Affiliation with a reputable brand known for its family-oriented culture, emphasizing authenticity, integrity, and inclusivity.

Ideal Candidates

Successful Financial Services Consultants at COUNTRY Trust Bank are:

  • Entrepreneurial and self-driven.
  • Goal-oriented with proven success in business growth within the financial services or insurance sectors.
  • Effective communicators with strong business insights.
  • Dedicated to building lasting relationships that connect their efforts to tangible rewards.
  • Focused on achieving success through trust and reliability.
  • Passionate about making a positive difference in their communities.

Required Qualifications

  • Possession of Series 6/63 licenses.
  • Successful completion of the SIE exam.
  • Life/Health State Insurance License.

Preferred Experience

  • Accredited Asset Management Specialist (AAMS) designation.
  • Chartered Financial Analyst (CFA) certification.
  • Certified Public Accountant (CPA) qualification.
  • Certified Financial Planner (CFP) credential.
  • Chartered Financial Consultant (ChFC) designation.
  • Bachelor's Degree.
  • Minimum of 2 years as a Financial Advisor.
  • At least 5 years of experience in business ownership or management.


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