Financial Advisor | $200K–$300K First Year | Base Salary + Revenue Share + Vesting

Somewhere along the way, “financial advisor” started meaning “full-time prospector who occasionally gives advice.” Not here.

We built Asset Preservation Wealth & Tax on education: The Asset Preservation Hour, seminars, workshops, and retirement content that bring pre-retirees and retirees to us already wanting the conversation. Our Portland/Lake Oswego market now has more demand than advisor capacity, and that's the problem you solve.

If you can lead a household from discovery to a funded decision — and you're tired of manufacturing your own calendar — this is the seat we built for you.

What you'll do

• Meet with pre-retirees and retirees who found us through our media, seminars, workshops, and digital presence — not through a cold list you build alone.
• Lead discovery, connect investments with retirement income, taxes, Social Security, estate coordination, and protection, and present one integrated recommendation.
• Answer the hard questions, ask for the business, and carry accepted decisions through a clean implementation handoff.
• Own the relationship and follow-through while planning, tax, estate, insurance, new-business, and operations teams work behind you.

What you get

• First-year total compensation of $120,000–$300,000 — a significant base salary plus a percentage of the revenue you generate, with growing ownership in your work over time through our vesting structure.
• An education-led demand engine and an established Portland / Lake Oswego presence, so your week goes to planning, presenting, and closing — not cold outreach.
• A complete retirement platform — investments, income, taxes, estate coordination, insurance, and annuities — so you're never boxed into one product conversation.
• Direct access to the people who built the model: Stewart Willis, our president, personally leads fit and training for this seat.

Who this is for

You've personally closed retirement business and can prove it — your discovery, your recommendation, your ask. You run a plan-first process and will recommend advisory, insurance, or annuity solutions when they're right for the household — and decline them when they're not. You don't need a portable book. You need a platform that keeps you in front of the right people.

Who it is not for

Pure portfolio managers, AUM-only purists who won't evaluate an appropriate annuity, service advisors who don't want conversion accountability, and lone wolves who want firm-generated opportunities without coaching or shared process.

What you need

• An active Series 65 or Series 66 (or a CFP, CPA, or CFA designation).
• An active life insurance license.
• The ability to serve the Portland/Lake Oswego market in person, client-facing.

If you're the closer we just described, show us what you've closed — and we'll show you what we've built.