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Associate Financial Advisor Jobs in Portland, OR

Empower

Private Wealth Advisor

Portland, OR

... 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 ...

Stoel

Debt Finance Associate

Portland, OR

$193K - $280K/yr

... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...

Stoel Rives LLP

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...

US Bank

Wealth Management Client Associate

Portland, OR

$21.25 - $28.32/hr

Bancorp Advisors. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence ...

US Bank

Wealth Management Client Associate

Gresham, OR

$21.25 - $28.32/hr

Bancorp Advisors. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence ...

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

Associate Financial Advisor information

See Portland, OR salary details

$40.8K

$71.1K

$119.1K

How much do associate financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial advisor in Portland, OR is $71,102.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,300.00 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 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 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 most commonly searched types of Financial Advisor jobs in Portland, OR? The most popular types of Financial Advisor jobs in Portland, OR are:
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What cities near Portland, OR are hiring for Associate Financial Advisor jobs? Cities near Portland, OR with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,102 per year, or $34.2 per hour.

Corporate M&A Associate (2nd5th Year)

Direct Counsel

Portland, OR • On-site

$185K - $255K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Job description

Direct Counsel is partnering with a highly respected, full-service business law firm seeking a Corporate Associate Attorney (2nd–5th Year) to join its Corporate Practice Group in Portland, Oregon. This is an exceptional opportunity for an attorney looking to work with sophisticated clients on complex transactions while gaining meaningful responsibility and direct client exposure.

The ideal candidate will possess substantial experience advising businesses on a broad range of corporate matters, including mergers and acquisitions, corporate governance, securities compliance, entity formation, and corporate finance transactions.

Key Responsibilities

  • Advise clients on mergers and acquisitions, including transaction structuring, due diligence, drafting, negotiation, and closing.

  • Assist with the execution and management of complex corporate transactions.

  • Counsel clients on corporate governance matters, organizational issues, and compliance requirements.

  • Prepare and review corporate documents, including formation documents, operating agreements, bylaws, shareholder agreements, and board resolutions.

  • Support securities compliance and regulatory matters.

  • Assist with corporate finance transactions, capital raises, and investment activities.

  • Coordinate with clients, opposing counsel, financial advisors, and internal teams to ensure efficient transaction management.

  • Maintain multiple active matters while meeting deadlines and providing exceptional client service.

Qualifications

  • Juris Doctor from a top-tier law school with excellent academic credentials.

  • Active Oregon Bar membership, or eligibility to waive into the Oregon Bar.

  • 2–5 years of substantive corporate transactional experience.

  • Strong experience in:

    • Mergers and acquisitions

    • Corporate governance

    • Securities compliance

    • Entity formation and maintenance

    • Corporate finance matters

  • Excellent drafting, negotiation, analytical, and communication skills.

  • Ability to manage multiple transactions in a fast-paced environment.

  • Strong attention to detail and exceptional organizational skills.

  • Collaborative approach and commitment to delivering outstanding client service.

Practice Overview

Attorneys in this practice represent sophisticated and growing companies across a wide range of industries, including:

  • Technology

  • Manufacturing

  • Consumer Products

  • Life Sciences

  • Financial Services

  • Emerging Growth Companies

Associates have the opportunity to work closely with both established and emerging businesses on high-impact transactions and strategic initiatives, gaining valuable experience while building long-term client relationships.

Compensation & Benefits

The firm offers a highly competitive compensation and benefits package, including:

  • Base salary ranging from $185,000 to $255,000, depending on experience and qualifications.

  • Bonus potential of up to $106,000 annually.

  • Multiple performance-based bonus opportunities.

  • Unlimited paid time off.

  • 401(k) retirement plan.

  • Comprehensive medical, dental, and vision benefits.

  • Professional development and mentorship opportunities.

  • A collaborative, entrepreneurial environment focused on the success of both clients and team members.

This is an outstanding opportunity for a talented corporate attorney seeking sophisticated work, meaningful responsibility, and a long-term growth path within a dynamic and supportive practice.