ZipRecruiter

Log In

1

Associate Advisor Jobs in Oregon (NOW HIRING)

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 ...

TIAA

Wealth Advisor

Portland, OR · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Mercer Advisors

Tax Associate

Bend, OR · Hybrid

$76K - $90K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... The Tax Associate is personable, demonstrates superior communication skills, and possesses the ...

Mercer Advisors

Tax Associate

Portland, OR · Hybrid

$76K - $90K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... The Tax Associate is personable, demonstrates superior communication skills, and possesses the ...

New

next page

Showing results 1-20

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 Jul 18, 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 an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients

Associate Advisor / Associate Financial Planner - High-Net-Worth Clients

Talent Search PRO

Bend, OR • On-site

$70K - $75K/yr

Full-time

Posted 8 days ago

Job description

Associate Advisor / Associate Financial Planner (Wealth Management | High-Net-Worth Clients)
Location: Bend, OR
Salary: $70,000 - $75,000
What's In It for You?
• Work directly with experienced financial planners and high-net-worth clients
• Gain hands-on exposure to comprehensive financial planning and wealth management
• Develop client-facing advisory skills while building long-term relationships
• Participate in investment management, trading, and portfolio rebalancing activities
• Opportunity to contribute ideas and help shape company growth initiatives
• Collaborative team environment with mentorship and professional development opportunities
• Clear pathway for advancement within the wealth management profession
Overview
Seeking a detail-oriented Associate Advisor / Associate Financial Planner to support financial planning, client service, and investment management activities. This role is ideal for an early-career wealth management professional who enjoys client interaction, financial analysis, and helping high-net-worth individuals achieve their financial goals.
What You Will Be Doing
• Assist with preparation and execution of client meetings
• Gather and organize client financial information and planning documents
• Prepare meeting agendas, paperwork, and asset allocation materials
• Analyze client financial situations and assist with planning recommendations
• Coordinate implementation activities with outside professionals when needed
• Interact with clients by phone, video, and in person
• Assist with investment account trading and portfolio rebalancing
• Support delivery of financial planning services to high-net-worth clients
• Develop and maintain ongoing client relationships
• Collaborate with advisors and support teams to achieve business objectives
• Contribute ideas and feedback regarding company strategy and growth
What You Will Need
• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA SIE, Series 7, and Series 66 licenses (or equivalent registrations)
• Strong financial analysis and problem-solving skills
• Excellent written and verbal communication abilities
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and follow established processes
• Self-motivated with the ability to work independently and collaboratively
• Strong client service mindset
Preferred Qualifications
• CFP® designation or progress toward CFP® certification
• Previous experience in financial planning, wealth management, or investment advisory services
• Experience supporting high-net-worth clients
Ideal Candidate
A licensed financial services professional who enjoys supporting advisors, building client relationships, participating in investment management activities, and growing toward a long-term career in wealth management.

Apply