541-757-7701 [email protected]

Join The Team

Elevate Your Career With Northwest Financial Group!

We are a distinguished independent wealth advisory firm located in the scenic Willamette Valley. Established in 1998, we pride ourselves on holistic financial planning, disciplined investment strategies, and proactive personal service. Our dynamic team brings a wealth of knowledge and a commitment to the shared growth of our team members. We welcome individuals who share our passion for continuous learning and enriching the financial well-being of our clients.

Why NWFG:

  • Collaborative Growth: Be part of a team dedicated to training new advisors through LPL’s Advisor Institute program.
  • Supportive Environment: Join individual advisors receiving support from an established team.
  • Opportunities for Growth: Participate in our strategic growth plan, including purchasing business from retiring advisors.
  • Client-Centric Focus: It’s all about the people – both advisors and clients. If it’s a great fit, we’ll make it work.

A list of open positions can be found below. If you are enthusiastic about making a meaningful impact, thrive in a dynamic environment, and share our commitment to excellence, send your resume to our Operations Manager, Robyn Weber at [email protected].

Administrative Coordinator

Are you a dynamic individual with excellent organizational and customer service skills? Join our growing team as an Administrative Coordinator.

Responsibilities:

  • Provide exceptional administrative support to ensure smooth office operations.
  • Engage with clients in a friendly and professional manner, delivering top-notch customer service.
  • Assist in managing schedules, appointments, and correspondence.
  • Collaborate with a dynamic team on various projects and initiatives.

Requirements:

  • Strong organizational and multitasking abilities.
  • Excellent interpersonal skills with a passion for customer service.
  • Flexibility and adaptability in a fast-paced environment.
  • Proficiency in Microsoft Office Suite.
  • Prior experience in office administration is a plus.

Perks:

  • Competitive compensation.
  • Opportunities for career growth within a thriving investment firm.
  • Collaborative and inclusive team environment.
Financial Advisor

Responsibilities: As a Financial Advisor with us, you will:

  • Conduct comprehensive financial planning sessions
  • Develop and implement disciplined investment strategies
  • Provide proactive and personalized service to clients
  • Collaborate with our experienced team for optimal client solutions
  • Stay informed on industry trends and continuously expand your knowledge

Qualifications:

  • Experience in financial services preferred.
  • Proven track record of building and managing client relationships.
  • Strong knowledge of financial planning, investments, and industry regulations.
  • Excellent communication and presentation skills.
  • Series 7, 63, 65 and/or 66 licenses preferred.

How We Support You:

  • Collaborative daily team meetings.
  • Dedicated Administrative Coordinators for operational support.
  • Network of financial professionals with different areas of expertise.
  • Partnership with Financial Advocates for compliance and training.
  • Access to leading industry technology, including Redtail, ClientWorks, and Right Capital.