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Associate Financial Advisor Jobs in Oregon (NOW HIRING)

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 ...

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

$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 ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

... financial strategy that aligns with each client's goals and values. The successful senior wealth ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Vodia Ventures

Client Service Associate

Portland, OR · On-site

$70K - $90K/yr

Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm ... Work closely with financial advisors to support their clients * Manage cash balances and daily ...

Empower

Private Wealth Advisor

Portland, OR · On-site +1

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Coordinate ongoing financial reviews, support the execution of planning campaigns, and help ...

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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 Aug 18, 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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $71,004 per year, or $34.1 per hour.

Financial Consultant

Fisher Investments

Gresham, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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