ZipRecruiter

Log In

1

Advisor Jobs in Portland, OR (NOW HIRING)

Northwestern Mutual

Financial Advisor

Portland, OR

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Portland, OR

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Portland, OR

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

MassMutual Oregon

Experienced Advisor

Lake Oswego, OR · Remote

$55K - $500K/yr

We deliver a distinctive experience that blends growth opportunity with deep support--helping advisors build meaningful businesses while making a lasting impact on the clients and communities they ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Lake Oswego, OR

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

next page

Showing results 1-20

All JobsAdvisor JobsAdvisor Jobs in Portland, OR

Advisor information

See Portland, OR salary details

$26K

$84.9K

$344.6K

How much do advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for advisor in Portland, OR is $84,949.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,942.00 and $79,897.00 per year, depending on experience, location, and employer.

What is an advisor?

Advisors are professionals who provide expert guidance and recommendations in a specific field such as finance, education, business, or career planning. Their main role is to help clients or organizations make informed decisions by analyzing information, assessing needs, and offering tailored advice. Advisors may work independently or as part of a larger team, and their responsibilities can include researching solutions, developing strategies, and supporting clients through complex decision-making processes.

What are the key skills and qualifications needed to thrive as an advisor, and why are they important?

To thrive as an Advisor, you need expertise in the relevant subject area, strong analytical abilities, and typically a relevant degree or certification. Familiarity with data analysis tools, customer relationship management (CRM) systems, and industry-specific software is common. Excellent communication, active listening, and problem-solving skills help Advisors build trust and provide tailored guidance. These skills are essential for delivering effective recommendations, fostering client relationships, and driving positive outcomes.

How does an advisor typically collaborate with other departments or teams within an organization?

Advisors frequently work cross-functionally, partnering with a variety of departments such as operations, finance, and human resources to provide informed guidance and support. Effective Advisors build strong relationships with team members, attend interdepartmental meetings, and contribute their expertise to help shape organizational strategies or solve complex problems. This collaborative approach not only enhances decision-making but also ensures that recommendations are aligned with the organization's broader goals. Regular communication and adaptability are key, as Advisors must tailor their advice to different audiences and evolving business needs.

What is the difference between Advisor vs Consultant?

AspectAdvisorConsultant
CredentialsOften requires industry-specific certifications or experienceTypically holds specialized degrees or certifications depending on the field
Work EnvironmentProvides ongoing guidance, often in a strategic or advisory capacityOffers project-based solutions, analysis, and recommendations
Employer & Industry UsageUsed across finance, education, and corporate sectors for ongoing supportCommon in management, IT, and business sectors for specific projects
Search & Comparison IntentPeople compare Advisor vs Consultant to understand roles and responsibilitiesOften compared to Advisors for clarity on scope and engagement

In summary, Advisors typically provide ongoing, strategic guidance and are involved in long-term planning, while Consultants focus on project-specific solutions and analysis. Both roles require relevant credentials and are used across various industries, but their engagement styles differ.

Is being an advisor a stressful job?

The role of an advisor can be stressful due to the need to manage client expectations, provide accurate guidance, and handle complex situations. Stress levels vary depending on the industry, workload, and support systems in place, but strong communication and organizational skills can help mitigate stress. Overall, it is a profession that requires emotional resilience and problem-solving abilities.

What degree do you need to be an advisor?

To become an advisor, a bachelor's degree in a relevant field such as business, finance, or counseling is typically required. Some advisory roles may prefer or require advanced degrees or certifications, depending on the industry and specialization.

What is the work of advisors?

An advisor provides guidance and expert advice to clients or organizations to help them achieve their goals. They analyze information, develop strategies, and communicate recommendations, often requiring strong communication skills and relevant certifications. Advisors work in various fields such as finance, education, or business, and may work independently or as part of a team.
More about Advisor jobs

What are the most commonly searched types of Advisor jobs in Portland, OR?

The most popular types of Advisor jobs in Portland, OR are:

What are popular job titles related to Advisor jobs in Portland, OR?

For Advisor jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Advisor jobs in Portland, OR look for?

The top searched job categories for Advisor jobs in Portland, OR are:

What cities near Portland, OR are hiring for Advisor jobs?

Cities near Portland, OR with the most Advisor job openings:

Advisor jobs near you
Infographic showing various Advisor job openings in Portland, OR as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 74% Physical, 4% Hybrid, and 22% Remote job distribution, with an average salary of $84,949 per year, or $40.8 per hour.

Wealth Advisor (Portland, OR)

Mercer Advisors

Portland, OR • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

  1. Medical, dental, and vision coverage
  2. Life insurance
  3. 401(k) contributions
  4. Health Savings Account (HSA)
  5. Short- and long-term disability
  6. Additional benefits designed to support your health and financial well-being
Base Pay Range
$85,000—$145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply