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Advisory Associate Jobs in Oregon (NOW HIRING)

CFS

Client Service Associate

Portland, OR

$85K - $95K/yr

Client Service Associate Salary: $85,000-$95,000 Why This Opportunity Stands Out: • Work directly with a CPA firm, gaining valuable exposure to accounting and advisory services • Be the primary ...

New

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

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

Sorren, Inc.

Tax Senior Associate

Medford, OR · On-site

$84K - $104K/yr

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

Sorren, Inc.

Tax Senior Associate

Medford, OR · On-site

$84K - $104K/yr

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

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 ...

Westside Pet Hospital

Associate Veterinarian

Bend, OR · On-site

Associate Veterinarian Westside Pet Hospital , a small animal hospital, located in beautiful Bend ... Guidance from a talented Medical Advisory Board * Structured mentorship program (for early career ...

Westside Pet Hospital

Associate Veterinarian

Bend, OR · On-site

Associate Veterinarian Westside Pet Hospital , a small animal hospital, located in beautiful Bend ... Guidance from a talented Medical Advisory Board * Structured mentorship program (for early career ...

Intuit

Tax Associate

Portland, OR · On-site

$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 ...

Intuit

Tax Associate

Eugene, OR

$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 ...

Natera

OR · On-site

The Associate Medical Director, Genitourinary Oncology is a critical leadership role responsible ... Identify and recruit Key Opinion Leaders (KOLs) in GU oncology to serve on advisory boards and ...

Intuit

Tax Associate - Local

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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Showing results 1-20

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 Jun 13, 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 does advisory do in Big 4?

In the Big 4 firms, an Advisory Associate provides consulting services to clients, helping them improve business processes, manage risks, and implement technology solutions. They analyze client needs, develop strategies, and support project execution, often using tools like data analysis and project management software.

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 job makes $10,000 a month without a degree?

An Advisory Associate typically earns less than $10,000 monthly, but some high-level financial or management consulting roles can reach or exceed this income without requiring a degree, often relying on experience, certifications, and strong client relationships. Other high-paying jobs without a degree include sales managers, real estate brokers, and certain entrepreneurial ventures, but these often depend on skills, network, and performance rather than formal education.

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 is an advisory associate?

An advisory associate is a professional who supports financial advisors or consultants by conducting research, preparing client reports, and assisting with financial planning and analysis. They often have a background in finance or related fields and may use tools like CRM systems and financial modeling software to perform their duties.

Is Associate the lowest position?

In many organizations, the title of Advisory Associate is an entry-level or early-career position within advisory or consulting teams. However, the lowest position can vary depending on the company's hierarchy, with roles like Intern or Analyst often being more junior. Advancement typically requires gaining experience, skills, and sometimes certifications such as the CFA or CPA.
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

Wealth Management Client Associate

Bank of America

Portland, OR • On-site

Full-time

Posted 5 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

Required Qualifications:
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
  • Demonstrates a client-centric mindset, always acting in the best interest of the client
  • Has the ability to learn and adapt to new information and technology platforms

Desired Qualifications:
  • Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
  • Possesses industry knowledge and an understanding of investment products
  • Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
  • Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
  • Is detail oriented
  • Demonstrates a commitment to continuous learning and professional growth
  • Exhibits sound judgment and discretion when handling sensitive information
  • Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
  • Demonstrates professional verbal and written communication skills

Skills:
  • Account Management
  • Client Management
  • Customer and Client Focus
  • Issue Management
  • Oral Communications
  • Business Development
  • Client Solutions Advisory
  • Pipeline Management
  • Prioritization
  • Administrative Services
  • Emotional Intelligence
  • Referral Identification
  • Written Communications

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
"Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy"
Shift:
1st shift (United States of America)
Hours Per Week:
37.5

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