Join Our Team

Thereís more for you out there!

 

 

        Enjoy Your Independence

        Build Equity in Your Business

        Benefit from Local Regional Compliance Support

        Join a Team of Experienced Colleagues

        Experience the Paperless Environment

  

 

 

 

If youíre ready for a change, we want to invite you to join our team.

 

As a financial advisor, to be truly competitive in the increasingly complex financial services industry, you must have local compliance support, a team of experienced colleagues to network with, and an efficient back office environment.  

  • Are you a financial advisor in a captive environment and want to gain independence, build equity in your business, but arenít sure if you can go it alone?
  • Are you an independent financial advisor, but feel that you could benefit from a network of other experienced professionals?
  • Does the ever-changing regulatory environment lead you to feel that it would be nice to have local compliance support?
  • Have you considered converting your office to a paperless environment, but arenít sure of the regulations involved or just how to get it done?

If you answered YES to any of the above questions, then Willamette Financial Group, LLC may be the answer to your questions. 

 

We invite you to call us at 503-566-7266 to discuss your future with our firm.  Your inquiries will remain confidential.

More Support from the Team!


Willamette Financial Group, LLC 
 

 

Willamette Financial Group, LLC is a Multi-Branch Organization. 

 

This means there is support and experience just around the corner.  With our corporate headquarters and home office in Salem, Oregon we are not far away from anywhere in the Pacific Northwest.  In addition to the corporate office, there are branch offices in Albany, Bend, Lebanon and Portland.

 

Our regional managers/OSJís are experienced financial advisors.  With a team approach, our regional managers work together to help our associates in a range of areas of their business and to keep an eye on the regulatory environment.  Regional managers offer a variety of areas of support to each associate.  From finding your way around Willamette Financial Group or  SagePoint Financial, Inc., and from learning about business planning models or financial planning techniques, our managers are there for you.   Additionally, our managers work with Willamette Financial Group, LLC staff and the advisory committee to develop procedures to assist our associates in maintaining compliant offices.

More Support in the Office!

 
Willamette Financial Group, LLC

 

  

Rex Brenton
Why I Joined Willamette Financial Group

 

I started my financial services career in 1983 and spent 19 years with a large national firm. We dealt primarily with a captive line of investments and insurance products. The opportunity to help create and build Willamette Financial Group, LLC freed me from a career that was beginning to stagnate and feel claustrophobic.

 

Willamette Financial Group, LLC allows me to remain as an independent professional, while still receiving the support and structure a larger organization can offer.  Some of the benefits include optical storage that is compliant with FINRA guidelines, growing name recognition with several locations in Oregon, quarterly meetings to promote business development and discuss current industry issues and camaraderie among advisors that promotes the free exchange of ideas and strategies that are successful in each team memberís practice.

 

With SagePoint Financial, Inc. as our broker-dealer, we now have an incredibly deep array of financial products and services that we can offer to our clients. Such products include:  mutual funds, third-party money managers, separate accounts, variable and fixed insurance products from a wide variety of carriers, and several offerings from long term care insurance providers.  SagePoint Financial, Inc. also offers a state of the art platform for your fee based advisory services and brokerage accounts.

 

The combination of Willamette Financial Group, LLC and SagePoint Financial, Inc. allows our advisors to build their practices in any manner they desire.  The product mix and selection, along with the appropriate fee schedule, is solely at the advisorís discretion.  This allows each advisor to custom fit the products and services to meet each clientís needs on a case-by-case basis.