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Associate Advisor Jobs in Oregon (NOW HIRING)

New York Life

$70K/yr

This position combines in-person meetings with financial advisors and traditional internal wholesaling responsibilities, providing an opportunity to develop deeper client relationships, hands-on ...

H&R Block

Block Advisor Tax Advisor

Milwaukie, OR · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Portland, OR · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Portland, OR · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

H&R Block

Block Advisor Tax Advisor

Medford, OR · On-site

Our defining Purpose is to provide help and inspire confidence in our clients, associates, and ... Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business ...

eHealth

Carrier Associate Benefit Advisor-Seasonal

OR · On-site +1

$15.75 - $21/hr

As a seasonal Carrier Associate Benefit Advisor, you will guide beneficiaries as they navigate one of the most important purchasing decisions of their life, selecting their health insurance coverage.

eHealth

Associate Benefit Advisor-Seasonal

OR · On-site +1

$23.40K/yr

Our Associate Benefit Advisors are licensed insurance agents. As a licensed position working within a regulated industry, all candidates must undergo extensive background checks ...

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Associate Advisor information

See Oregon salary details

$12

$27

$48

How much do associate advisor jobs pay per hour?

As of May 29, 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 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 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 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 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
Sr. Associate Advisor Consultant, Strategic Wealth

Sr. Associate Advisor Consultant, Strategic Wealth

New York Life

On-site, Remote

$70K/yr

Other

Posted 17 hours ago

Job description

Job R

Alternate locations: Austin, TX (Texas); Chicago, IL (Illinois); Dallas, TX (Texas); Houston, TX (Texas)

euisition ID: 

Location Designation: Fully Remote 

Role Overview:

The Associate Advisor Consultant is responsible for representing New York Life Investment Management solutions (mutual funds, ETFs, and alternatives) to financial advisors and New York Life Agents in the Northern and South-Central regions.  The position will operate from an in-market location, preferably Illinois or Texas.

What You'll Do:

  • Execute on a strategic business plan to maximize market share, sales, and assets across the New York Life Agency channel along with our strategic selection of regional Advisor firms.
  • Present NYLIM products and services to advisors knowledgeably and effectively so that advisors can clearly identify the benefits of the products relative to its competitors.
  • Provide advisors technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics.
  • Be a student of the markets by staying ahead of economic trends, product innovations, and industry shifts to provide relevant insights that elevate advisor conversations.
  • Deliver value-add solutions by equipping advisors with actionable ideas, industry best practices, and tools that help them grow their business and better serve their clients.
  • Expand and deepen territory growth by identifying new business opportunities and strengthening existing client relationships.
  • Maintain and optimize CRM data and sales tracking systems to ensure efficiency and proactive engagement.
  • Coordinate and contribute to the planning of conferences, seminars, and advisor meetings to maximize market engagement.
  • Uphold a structured, distraction-free work environment at home, ensuring high productivity.

  What You'll Bring: 

  • Must reside in market and be able to travel as needed.
  • At least 2 years of experience in asset management sales or as a Financial Advisor with a solid understanding of capital markets.
  • FINRA Series 7 & 63 licenses are required.
  • Bachelor's degree in Finance, Business, or a related field is preferred.
  • Strong presentation, communication, and relationship-building skills.
  • Skilled in executing sales strategies, tracking results, and adjusting to market trends.
  • Able to maintain a dedicated, productive work-from-home environment.

#LI-AM1

Pay Transparency

Salary Range: $70,000 + Sales Incentives 

Overtime eligible: Exempt 

Discretionary bonus eligible: No 

Sales bonus eligible: Yes 

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

Company Overview 

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact. 

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. 

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it. 

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion

At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of www.NewYorkLife.com.

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID: 93807

NorCal Orange logo

About NorCal Orange

Sourced by ZipRecruiter

Industry

Colleges, universities, and professional schools

Company size

11 - 50 Employees

Headquarters location

Syracuse, NY, US

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