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Associate Financial Advisor Jobs in Gresham, OR (NOW HIRING)

Cetera Financial Group

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 ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric ...

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 ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...

TRC Talent Solutions

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial ...

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 ...

UBS

Senior Wealth Strategy Associate

Portland, OR · On-site

Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Gresham, OR

Associate Financial Advisor information

See Gresham, OR salary details

$40.9K

$71.3K

$119.4K

How much do associate financial advisor jobs pay per year?

As of Sep 3, 2026, the average yearly pay for associate financial advisor in Gresham, OR is $71,263.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $87,500.00 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 Gresham, OR?

The most popular types of Financial Advisor jobs in Gresham, OR are:

What job categories do people searching Associate Financial Advisor jobs in Gresham, OR look for?

The top searched job categories for Associate Financial Advisor jobs in Gresham, OR are:

What cities near Gresham, OR are hiring for Associate Financial Advisor jobs?

Cities near Gresham, OR with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Gresham, OR as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $70,885 per year, or $34.1 per hour.

Sales Support Associate

Cetera Financial Group

Beaverton, OR • On-site

$17.75 - $23/hr

Full-time

Medical, Retirement

Re-posted 14 days ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description

What we need:

This role supports the Registered Financial Services Sales Representative’s business with day-to-day administrative assistance while enhancing the service experience of clients*.

*This role requires FINRA licensing within 12 months of hire to allow the incumbent to expand the client support provided to the Representative.

What you will do:
  • Act as a liaison between the representative and their clients. The type of support is dictated by whether the incumbent is FINRA licensed.
  • As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
  • Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
  • Maintain representative’s file organization.
What you will learn:
  • Products and services including Mutual Funds, Annuities and Life Insurance,
  • Retirement products including IRAs and 403(b)s
  • College funding products including ESAs and 529 plans
  • Asset allocation strategy
  • Time value of money
  • Prospecting and telephone techniques (if you become FINRA licensed)
  • Compliance training
What you need to have:
  • High School diploma or equivalent
  • Some college preferred
  • FINRA licensing required (S6/S63/Life/Health) with in 12months of hire. Training will be provided. 
  • Strong verbal communication skills with a customer-service focus
  • Strong organizational skills
  • Ability to meet deadlines
  • Proficient use of Microsoft Office including Word, Excel and PowerPoint

What you should expect:

We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. 

About Cetera Investors and Cetera Financial Group
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. 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 unions. 

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services.

Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources.  Unsolicited resumes will be ineligible for referral fees. 

Employment Type: Full-Time

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