Financial Advisor

Job Description/Profile

We are looking to add an accomplished financial advisor with a passion for creating value and helping others. We are seeking a highly ethical individual whose expertise and strengths will complement our existing team.

Talents and Experience Required:

  • You have an entrepreneurial spirit—you love to embrace new opportunities and thrive constantly evolving environment
  • You are confident, intelligent, dedicated, and focused on making improvements and researching new solutions
  • You are adaptable and flexible, with a sense of humor
  • You are a detail-oriented planner—you look ahead and stay on top of things
  • FINRA Series 7, 66; Insurance life/health license
  • You have a minimum of 4 years of client facing production experience
  • You have experience providing a full range of financial planning solutions
  • You have one or more professional designations, or are willing to attain (CFA, CFP, CLU, or ChFC)
  • You have a professional image and a consultative approach
  • You have compassion and empathy for those around you
  • Candidates are subject to a background check and final approval by Avantax Financial Services.

Does this list describe you? If so, we want to meet you!

At KDP Wealth Management, LLC we provide tax-optimized wealth management services.

As a Wealth Management Financial Advisor at KDP Wealth Management, LLC, you will be part of an energetic and caring group of professionals, striving to promote a culture of inclusivity and appreciation.


Excellent benefits package to include medical, dental, vision, life insurance, 401(k) with company match, company paid licenses, professional dues and continuing professional education.

Salary is commensurate with experience.

If you meet the specific requirements for the Financial Advisor position, please send your résumé to: E-mail

or mail to:

KDP Certified Public Accountants, LLP
841 O'Hare Parkway, Suite 200
Medford, OR 97504

Securities offered through Avantax Investment ServicesSM,Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM . Insurance services offered through an Avantax affiliated insurance agency.