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Associate Advisor Jobs in Oregon (NOW HIRING)

Tidepool Wealth Strategies

Be Seen First

Associate Advisor

Eugene, OR · On-site

$53K - $70K/yr

Job Overview We are seeking a dynamic and detail-oriented Associate Advisor to join our retirement planning team. In this pivotal role, you will support the senior advisor by assisting clients with ...

Wells Fargo

Associate Financial Advisor

Eugene, OR · On-site

Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business ...

Mariner

Wealth Advisor

Tigard, OR · On-site

$87K - $130K/yr

Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates Qualifications * Bachelor's degree ...

H&R Block

Block Advisor Tax Advisor

Medford, OR · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Portland, OR · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Portland, OR · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisor Tax Advisor

Milwaukie, OR · On-site

Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisors - Tax Advisor

Portland, OR · On-site

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ... All Senior Wealth Advisors must have a clean U4 with no disclosures. #LI-AB1 We welcome your ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Oregon

Associate Advisor information

See Oregon salary details

$12

$27

$48

How much do associate advisor jobs pay per hour?

As of Jun 27, 2026, the average hourly pay for associate advisor in Oregon is $27.42, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $31.54 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Oregon? The most popular types of Advisor jobs in Oregon are:
What are popular job titles related to Associate Advisor jobs in Oregon? For Associate Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Oregon look for? The top searched job categories for Associate Advisor jobs in Oregon are:
What cities in Oregon are hiring for Associate Advisor jobs? Cities in Oregon with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Oregon as of June 2026, with employment types broken down into 41% Full Time, 57% Part Time, 1% Temporary, and 1% Nights. Highlights an 67% Physical, 4% Hybrid, and 29% Remote job distribution, with an average salary of $57,031 per year, or $27.4 per hour.

Associate Advisor

Tidepool Wealth Strategies

Eugene, OR • On-site

$53K - $70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 29 days ago

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Job description

Job Overview
We are seeking a dynamic and detail-oriented Associate Advisor to join our retirement planning team. In this pivotal role, you will support the senior advisor by assisting clients with their retirement planning needs, managing investment portfolios, and ensuring compliance with relevant securities laws. Your enthusiasm for financial concepts and dedication to delivering exceptional customer service will drive your success in helping clients achieve their wealth management goals. This is an exciting opportunity for motivated individuals eager to grow their expertise in the retirement planning areas of cash flow analysis, estate planning, tax planning, risk management and investment management within a collaborative environment. Associate Advisor is intended as an entry-level role with upward potential.

Qualifications

Required

  • Strong written and verbal communication skills
  • Willingness to obtain required securities and insurance licensing (sponsorship available for the right candidate)
  • Comfortable working with client management or scheduling software (think Salesforce, Epic, or similar tools used in service-oriented roles)
  • Four-year degree in any field

Preferred, not required:

  • Series 6, 7, 65, or 66 license already active
  • Life and Health insurance license already active
  • Background in a relationship-driven field (healthcare, education, hospitality, social work, ministry, coaching, or similar)
  •  

What we're actually looking for:

→ Someone who listens more than they talk

→ Someone who takes ownership and doesn't wait to be told what to do next

→ Someone seeking a career, not a job

Duties

  • Assist senior advisors in developing comprehensive financial plans tailored to client needs, including estate planning, tax strategies, and investment management.
  • Conduct research on financial products, securities law regulations, and market trends to inform client recommendations.
  • Support client onboarding by gathering necessary documentation and maintaining accurate records within customer relationship management systems.
  • Help prepare financial analysis reports, cash flow projections, and portfolio performance summaries.
  • Participate in client meetings to address inquiries, explain financial concepts clearly, and promote appropriate financial services.
  • Contribute to team efforts by staying updated on industry regulations such as securities law and technical accounting standards.
  • Ability to connect and network with business owners, community members and industry professionals.

Skills

  • Strong understanding of estate planning, wills, trusts & estate law, and tax experience.
  • Proficiency in financial analysis, investment management, and portfolio management principles.
  • Knowledge of securities law, financial software applications, and research tools used in financial services.
  • Excellent math skills with the ability to interpret complex financial data accurately.
  • Experience with customer relationship management (CRM) and integrated software systems.
  • Ability to communicate technical concepts clearly to clients and team members.
  • Demonstrated interest or background in sales, wealth management, asset management, or service-oriented background in healthcare or insurance industries is a plus.

Join us if you’re passionate about helping clients plan and venture through one of the most important stages of their life! This role offers a vibrant environment where tje right combination of analytical skills, enthusiasm, and strategic imagination can truly flourish as you develop your career in a supportive team dedicated to excellence in retirement planning.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Financial planning services
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Paid training
  • Parental leave
  • Professional development assistance
  • Retirement plan