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Associate Advisor Jobs in Oregon (NOW HIRING)

Blue Compass RV Redmond

Service Advisor

Redmond, OR · On-site

$60K - $80K/yr

The Service Advisor plays a critical role in delivering exceptional customer experience while ... and associates. You are not just an employee - you are family. We invest in our team through ...

Mercer Advisors

Senior Tax Associate (West Coast)

Bend, OR · Hybrid

$86K - $106K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

Mercer Advisors

OR · Hybrid

$81K - $100K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

Mercer Advisors

Senior Tax Associate (West Coast)

Portland, OR · Hybrid

$86K - $107K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

New

Mercer Advisors

OR · Hybrid

$81K - $100K/yr

Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... Job Summary: We are looking for a Sr. Tax Associate I to join our Tax Team. The Tax group is a ...

Corvel

$99K - $166K/yr

The Senior Advisor serves as a trusted advisor to clients and internal stakeholders, leveraging ... Provides indirect leadership to managed care associates, claims, account management, and sales

US Bank

PWM Banking Analyst

Portland, OR

$81K - $95K/yr

Position is focused on honing the technical aspects of a given specialty area and developing the superior client facing skills needed to become an Associate Advisor. On the Job Training will focus on ...

Empower

Private Wealth Advisor

Portland, OR

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Private Wealth Advisor will be an essential member of a dedicated client practice team ...

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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 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

Service Advisor

Blue Compass RV Redmond

Redmond, OR • On-site

$60K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Start your journey with Blue Compass RV as we are looking for a Service Advisor to join our team!
THE ROLE: The Service Advisor plays a critical role in delivering exceptional customer experience while driving service department success. This position serves as the primary liaison between customers and technicians ensuring clear communication, accurate service recommendations, and efficient workflow.
We are looking for a sales-minded professional who can confidently guide customers through their service needs, identify additional opportunities, and handle challenging situations with professionalism and care.
This is a salary + commission-based role, offering strong earning potential for individuals who thrive in a performance-driven environment. $60,000-$80,000 yearly
OUR BENEFITS INCLUDE:
  • Medical, dental, vision, disability, FSA's, and life insurance
  • Paid Time Off and paid holidays
  • 401K
  • Pet Insurance
  • 5-day work week
  • Employee Assistance Program (EAP)
  • Legal Coverage and Identity Theft Protection
  • Referral Program
  • Ongoing Training and Development Programs
  • Structured Career Path with advancement opportunities

WHAT YOU'LL DO
  • Serve as the primary point of contact for customers from service check-in through completion
  • Build relationships with customers and identify service needs with a sales-driven approach
  • Provide accurate estimates for repairs and installations prior to scheduling
  • Communicate clearly with technicians to ensure accurate diagnostics and timely completion
  • Keep customers informed of repair progress and manage expectations
  • Address customer concerns and escalated situations with professionalism, empathy, and a solution-oriented approach
  • Identify upsell opportunities to maximize service revenue
  • Maintain accurate documentation, work orders, and communication records
  • Manage multiple tasks in a fast-paced service environment

WHAT WE ARE LOOKING FOR
  • Strong sales mentality with the ability to recommend and close additional services
  • Excellent communication skills both verbal and written
  • Proven ability to navigate customer concerns and service recovery situations with confidence and professionalism
  • Ability to multitask and stay organized in a fast-paced environment
  • Strong attention to detail and follow-up skills
  • Solid computer skills and ability to navigate service systems
  • Team-oriented mindset with the ability to work closely with technicians and leadership

WHAT YOU CAN BRING TO THE TABLE
  • Minimum of 1 year of service advisor, automotive, or related experience preferred
  • Previous RV or camping lifestyle experience is a plus
  • Automotive or service industry background preferred
  • Strong customer service and problem-solving skills
  • Ability to work daily on a computer and perform internet searches as needed
  • Valid driver's license required

WHAT WE HAVE TO OFFER
Blue Compass RV, based out of Fort Lauderdale, is the fastest-growing RV company with over 100+ dealerships nationwide. We staff each dealership with the best people in the business and are known for the great care we take with both our customers and associates. You are not just an employee - you are family. We invest in our team through training, development, and clear career growth opportunities.
APPLY WITH US If you are ready for a rewarding career with competitive salary + commission compensation, excellent benefits, and opportunities to grow, consider joining the Blue Compass RV team.Be a part of the best customer experience team in the RV industry
Blue Compass RV is an equal opportunity employer and maintains a drug- and alcohol-free workplace. Some positions may require applicants to possess a valid driver's license and have a good driving record.
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