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Advisory Associate Jobs in Oregon (NOW HIRING)

CFS

Senior Tax Associate

Portland, OR · On-site

$75K - $85K/yr

Build strong client relationships and develop advisory skills beyond basic compliance work Key Responsibilities for the Senior Tax Associate: * Prepare and review federal and state tax returns for ...

Amerit Fleet Solutions

$150K - $175K/yr

The Senior Associate, Corporate Development will play a critical role in supporting Amerit ... Transaction Advisory Services * Valuation Services * Management Consulting * Big Four Deal Advisory

Ardelyx

Associate Director, HCP Marketing

$178K - $220K/yr

The Associate Director, HCP Marketing is responsible for collaborating with multiple cross ... Lead for Peer-to-Peer Program Management (Speaker Bureau ownership, content creation, Advisory ...

Intuit

Tax Associate

Eugene, OR · On-site

$58K - $78K/yr

As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor ... Experience in holistic tax advisory services beyond tax filing Attributes & Skills: * Passionate ...

Intuit

Tax Associate

Portland, OR

$62K - $82K/yr

As a TurboTax Live - Seasonal Local Service Associate, you will serve as a trusted advisor ... Experience in holistic tax advisory services beyond tax filing Attributes & Skills: * Passionate ...

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All JobsAdvisory Associate JobsAdvisory Associate Jobs in Oregon

Advisory Associate information

See Oregon salary details

$40.7K

$77K

$154.4K

How much do advisory associate jobs pay per year?

As of Jul 4, 2026, the average yearly pay for advisory associate in Oregon is $77,019.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,700.00 and $75,600.00 per year, depending on experience, location, and employer.

What are Advisory Associates?

Advisory Associates are entry- or mid-level professionals who work in consulting or advisory divisions of firms, such as accounting or consulting companies. They assist senior consultants and managers in analyzing business problems, developing recommendations, and implementing solutions for clients. Their work often includes conducting research, preparing reports, analyzing data, and supporting client meetings. Advisory Associates play a crucial role in helping organizations improve processes, manage risks, and achieve strategic goals.

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

To thrive as an Advisory Associate, you typically need a bachelor’s degree in business, finance, accounting, or a related field, along with strong analytical and problem-solving skills. Familiarity with data analysis tools like Excel, Power BI, and ERP systems, as well as certifications such as CPA or CFA, can be highly valuable. Excellent communication, teamwork, and client management skills set standout professionals apart in this collaborative and client-facing environment. These competencies are crucial for delivering insightful recommendations, managing multiple projects, and building lasting client relationships.

What are some common challenges Advisory Associates face when managing multiple client projects simultaneously?

Advisory Associates often juggle several client projects at once, which can present challenges in time management, prioritization, and maintaining high-quality work across diverse industries. Balancing competing deadlines and adapting to shifting client needs requires strong organizational skills and proactive communication. Many firms support associates with mentorship, regular check-ins, and clear project management tools to help navigate these demands, while encouraging continuous learning to handle complex client issues effectively.

What is the difference between Advisory Associate vs Financial Analyst?

AspectAdvisory AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA, CFP)Bachelor's degree, often CFA or related certifications
Work EnvironmentClient-facing, consulting, financial advisory firmsCorporate finance, investment banks, or asset management
Employer & Industry UsageFinancial advisory, wealth management, consultingFinance, banking, investment firms
Common Search & ComparisonYesYes

Advisory Associates typically work in client-facing roles within financial advisory or consulting firms, focusing on providing strategic advice. Financial Analysts often work in corporate finance or investment settings, analyzing data to support investment decisions. While both roles require similar credentials and industry knowledge, their work environments and client interaction levels differ.

What are popular job titles related to Advisory Associate jobs in Oregon? For Advisory Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Advisory Associate jobs in Oregon look for? The top searched job categories for Advisory Associate jobs in Oregon are:
Advisory Associate jobs near you
Infographic showing various Advisory Associate job openings in Oregon as of June 2026, with employment types broken down into 80% Full Time, 9% Part Time, 6% Temporary, and 5% Contract. Highlights an 80% Physical, 7% Hybrid, and 13% Remote job distribution, with an average salary of $77,019 per year, or $37 per hour.

Associate Wealth Advisor

Focus Partners Wealth

Portland, OR • On-site

$85K - $105K/yr

Other

Medical, Dental, Vision, Life, Retirement

Posted 20 days ago

Job description

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Knowledge of tax, estate, and insurance planning
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The ability to meet with clients in person. Some travel may be required

Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Strong interpersonal skills; team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Excellent analytical skills and attention to detail
  • Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - $105,000 per year base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

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