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Associate Financial Consultant Jobs in Oregon (NOW HIRING)

Fisher Investments

Financial Counselor

Gresham, OR · Hybrid

... associates, and renowned sales team to give our clients the best service possible. With our ... A thoughtful consultative approach with an emphasis on client focus Compensation: * $80,000 - $135 ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

... associates, and renowned sales team to give our clients the best service possible. With our ... A thoughtful consultative approach with an emphasis on client focus Compensation: * $80,000 - $135 ...

Fisher Investments

Financial Counselor

Portland, OR

... associates, and renowned sales team to give our clients the best service possible. With our ... A thoughtful consultative approach with an emphasis on client focus Compensation: * $80,000 - $135 ...

Fisher Investments

Financial Counselor

Gresham, OR

... associates, and renowned sales team to give our clients the best service possible. With our ... A thoughtful consultative approach with an emphasis on client focus Compensation: * $80,000 - $135 ...

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All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Oregon

Associate Financial Consultant information

See Oregon salary details

$48.1K

$109.8K

$184K

How much do associate financial consultant jobs pay per year?

As of Aug 20, 2026, the average yearly pay for associate financial consultant in Oregon is $109,827.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,500.00 and $132,200.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

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

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

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

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

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

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

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

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

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

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

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Oregon as of June 2026, with employment types broken down into 72% Full Time, 21% Part Time, and 7% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $109,827 per year, or $52.8 per hour.

Financial Markets Research Associate

Initio Capital

Portland, OR • Remote

Full-time

Posted 17 days ago

Job description

ABOUT INITIO CAPITAL

Initio Capital is hiring for this role and related opportunities across consulting, finance, product, software, AI, operations, market research, and growth-focused workstreams.

THE ROLE

As a Financial Markets Research Associate, you will help identify promising markets, companies, products, operators, and investment or growth opportunities. You will turn ambiguous information into clear research, structured analysis, prioritized target lists, and practical recommendations.

This is a remote, flexible role for candidates who are analytical, commercially curious, and comfortable moving quickly across business, finance, technology, and strategy topics.

WHAT YOU MAY WORK ON
  • Research companies, markets, business models, and investment themes.
  • Build target lists, market maps, competitive scans, and opportunity pipelines.
  • Analyze data, documents, websites, interviews, and public information to form concise recommendations.
  • Support strategy, sourcing, diligence, product, growth, finance, and operations projects.
WHO THIS IS FOR

This is a strong fit for candidates interested in consulting, finance, investment research, product strategy, software, AI/data, business operations, corporate development, private markets, or entrepreneurship.

COMPENSATION

Compensation varies by project and experience. Many roles are flexible, remote, and project-based.