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Associate Financial Advisor Jobs in Oregon (NOW HIRING)

Raymondjames

Financial Planning Associate

Bend, OR · On-site

Summary Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with ... As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... associates, and renowned sales team to give our clients the best service possible. With our ...

Fisher Investments

Financial Counselor

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... associates, and renowned sales team to give our clients the best service possible. With our ...

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Medford, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Milwaukie, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

H&R Block

Block Advisors Tax Advisor

Banks, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

TIAA

Wealth Advisor

Portland, OR · On-site

$80K - $95K/yr

Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 41-60

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Oregon

Associate Financial Advisor information

See Oregon salary details

$40.7K

$71K

$118.9K

How much do associate financial advisor jobs pay per year?

As of Sep 8, 2026, the average yearly pay for associate financial advisor in Oregon is $71,004.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,200.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.

What are the key skills and qualifications needed to thrive as an associate financial advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are the most commonly searched types of Financial Advisor jobs in Oregon?

The most popular types of Financial Advisor jobs in Oregon are:

What are popular job titles related to Associate Financial Advisor jobs in Oregon?

For Associate Financial Advisor jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Oregon look for?

The top searched job categories for Associate Financial Advisor jobs in Oregon are:

What cities in Oregon are hiring for Associate Financial Advisor jobs?

Cities in Oregon with the most Associate Financial Advisor job openings:

What are popular job titles related to Associate Financial Advisor jobs in OR?

For Associate Financial Advisor jobs in OR, the most frequently searched job titles are:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Oregon as of September 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $71,004 per year, or $34.1 per hour.

Financial Aid Advisor - Portland

Portland, OR • On-site

Concorde Career Colleges, Inc.
Colleges, Universities, and Professional Schools • 1 - 5K employees
Learn more about Concorde Career Colleges, Inc.external

$23 - $25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 21 days ago

Job description

Overview
The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and ensuring compliance with federal, state, and institutional regulations. The Financial Aid Advisor plays a critical role in helping students access the resources they need to achieve their educational goals.
Pay Range: $23.00 - $25.00
Location: Onsite - Portland, OR
What We Offer:
  • Paid Training
  • Tuition Waiver: Enjoy a tuition waiver after 6 months of employment for you AND your immediate family offered at UTI and Concorde campuses
  • Paid Time Off: Competitive paid time off programs for employees (Vacation, Sick, Flexible, Holiday)
  • Retirement Matching: 50% match on the first 6% of your contributions after 90 days
  • Paid Parental Leave: 4 weeks of paid leave for both birthing and non-birthing parents to bond with a new baby
  • Competitive Insurance: Health, vision, and dental coverage for you and your dependents
  • Pet Insurance: Competitive coverage for your furry family members through ASPCA
  • Health Plan Enrollment: Eligibility starts first of the month following completing one full month of employment

Responsibilities
  • Provide one-on-one counseling to students and families regarding financial aid options, application processes, and eligibility requirements
    • Assist in the completion of financial aid forms, including the Free Application for Federal Student Aid (FAFSA), the Master Promissory Note, and other institutional documentation
    • Offer guidance on budgeting, financial literacy, and loan repayment strategies
  • Evaluate and process financial aid applications in accordance with federal, state, and institutional policies
    • Determine student eligibility and award financial aid packages, including grants, scholarships, loans, and work-study programs
    • Monitor and verify documentation for accuracy and compliance
  • Stay informed about changes in federal, state, and institutional financial aid regulations
    • Facilitate financial aid practices that meet compliance standards and maintain accurate records
    • Prepare and submit required reports to governing agencies
    • Understand and comply with all applicable Federal regulations/procedures per the annual Federal Handbook
  • Collaborate with other departments to support student success and resolve financial aid-related issues
    • Conduct workshops, presentations, and outreach activities to educate students and families about financial aid opportunities
    • Conduct entrance interviews and exit interviews as required by Federal regulation
  • Maintain accurate records of student interactions and financial aid determinations using appropriate software systems
    • Generate reports and analyze data to identify trends and improve processes
  • Other Duties Assigned

Qualifications
Education / Experience
  • High School diploma (or GED) (required)
  • Associate's degree in relevant field (preferred)
  • Two (2) years of experience working in financial aid (preferred)
  • Minimum three (3) years of customer service or sales experience (preferred)
  • Minimum one (1) year performing data entry and professional customer service experience (required)
  • One (1) year of experience in a proprietary online higher education environment (preferred)
  • Must not currently be in default on any Federal Student Loans or go into default on any Federal Student Loans while employed

Skills:
  • Work effectively with diverse populations and build rapport with students and families
  • Accurately interpret and apply financial aid regulations
  • Explain complex financial aid concepts in a clear and accessible manner
  • Adapt to changing regulations, technologies, and institutional priorities

Abilities
  • Able and willing to:
    • Communicate, think, learn, and reason
    • Use computers and computer systems (including hardware and software) to process transactions, store documents, enter data, or perform assigned tasks
    • Safely ambulate and/or maneuver when on-site at Company locations
    • Demonstrate and utilize active listening, inductive reasoning, information ordering and category flexibility
  • Ability to use good judgment, problem-solving and decision-making skills
  • Ability to maintain confidentiality and manage sensitive information with discretion
  • Ability to work in a fast-paced environment where deadlines are essential and multiple projects are worked simultaneously
  • Ability to gain, understand and apply information and data as it relates essential functions of the position
  • Ability to foster long-term relationships with stakeholders

Work Environment
  • Work is performed indoors in a climate-controlled environment when on site at assigned company location. Employees must be able to safely ambulate when on company premises.
  • This position is eligible for an on-campus work location to meet business needs. Employees must be able to follow all safety precautions including the use of personal-protective equipment. Employees must also be able to adhere to site-specific safety procedures. Work environments may include exposure to student learning environments with a variety of conditions.
  • No travel required

Apply