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Entry Level Finance Advisor Jobs in Oregon (NOW HIRING)

DHI Mortgage

Mortgage Loan Originator

Lake Oswego, OR · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Understand the loan applicant's goals in order to advise and review potential loan programs that ...

DR Horton

Mortgage Loan Originator

Lake Oswego, OR · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Understand the loan applicant's goals in order to advise and review potential loan programs that ...

DR Horton, Inc.

Mortgage Loan Originator

Lake Oswego, OR · On-site

... the entry-level and first time move-up markets. The Company also provides mortgage financing and ... Understand the loan applicant's goals in order to advise and review potential loan programs that ...

Lincoln County, OR

Deputy District Attorney

Newport, OR · On-site

$97K - $160K/yr

... entry level classification in the deputy district attorney series. Provide legal advice and ... Those offenses include but are not limited to complex property and financial crimes, drug crimes ...

Lincoln County

Deputy District Attorney

Newport, OR

$97K - $160K/yr

... entry level classification in the deputy district attorney series. Provide legal advice and ... Those offenses include but are not limited to complex property and financial crimes, drug crimes ...

WSP

Structural Engineer

Lake Oswego, OR · On-site

WSP is currently initiating a search for an Entry Level Structural Engineer for our Lake Oswego ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

WSP

Structural Engineer

Lake Oswego, OR · Hybrid

WSP is currently initiating a search for an Entry Level Structural Engineer for our Lake Oswego ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

Latham & Watkins LLP

$60K - $70K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... S. employment laws. #EntryLevel #wayup #LI-CC2 Pay Range USD $60,000.00 - USD $70,000.00 /Yr.

New

Latham & Watkins LLP

$60K - $70K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... S. employment laws. #EntryLevel #wayup #LI-CC2 Pay Range USD $60,000.00 - USD $70,000.00 /Yr.

New

Latham & Watkins LLP

$60K - $70K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... S. employment laws. #EntryLevel #wayup #LI-CC2 Pay Range USD $60,000.00 - USD $70,000.00 /Yr.

New

Latham & Watkins LLP

$60K - $70K/yr

We are the market leaders in major financial and business centers around the world. Our investment ... S. employment laws. #EntryLevel #wayup #LI-CC2 Pay Range USD $60,000.00 - USD $70,000.00 /Yr.

New

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All JobsFinance Advisor JobsEntry Level Finance Advisor JobsEntry Level Finance Advisor Jobs in Oregon

Entry Level Finance Advisor information

What does an entry level finance advisor do?

An Entry Level Finance Advisor assists clients with their personal financial planning, such as budgeting, saving, investing, and insurance needs. They typically work under the supervision of more experienced advisors, helping clients understand their financial options and recommending strategies to achieve their financial goals. Their duties often include analyzing financial information, preparing financial reports, and educating clients about various financial products and services. Entry level advisors also help clients develop and stick to a financial plan while gaining experience for future advancement in the field.

What are the key skills and qualifications needed to thrive as an entry level finance advisor, and why are they important?

To thrive as an Entry Level Finance Advisor, you need a solid understanding of financial principles, analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 can be advantageous. Strong interpersonal communication, active listening, and problem-solving skills help build trust and rapport with clients. These abilities are essential for providing sound financial advice, fostering client relationships, and supporting business growth in a competitive industry.

What are some common challenges faced by entry level finance advisors during their first year, and how can they overcome them?

Entry level finance advisors often face challenges such as building a client base, understanding complex financial products, and gaining clients' trust. During the first year, it's common to spend significant time networking, learning compliance regulations, and shadowing senior advisors. Overcoming these challenges involves proactively seeking mentorship, regularly participating in training sessions, and developing strong communication and interpersonal skills. Embracing a learning mindset and leveraging support from your team can help accelerate your growth and boost your confidence in client interactions.

What is the difference between Entry Level Finance Advisor vs Financial Analyst?

AspectEntry Level Finance AdvisorFinancial Analyst
Required CredentialsBachelor's degree in finance, economics, or related field; basic certifications like CFP or Series 7 (optional)Bachelor's degree in finance, accounting, or related; often requires CFA or CPA certifications
Work EnvironmentFinancial advisory firms, banks, or insurance companies; client-facing rolesCorporate offices, investment firms, or banks; primarily analytical and research-focused
Employer & Industry UsageUsed by financial advisory firms, banks, and insurance companies to serve individual clientsCommon in investment banks, asset management, and corporate finance departments

While both roles require a finance background and involve financial analysis, Entry Level Finance Advisors focus on client interactions and personalized financial planning, whereas Financial Analysts primarily analyze data to support investment decisions. The choice depends on whether you prefer direct client engagement or analytical research within the finance industry.

Can you become an entry level finance advisor with no experience?

Entry level finance advisor roles typically require some knowledge of financial products and strong communication skills, but many employers are willing to train candidates with no prior experience. Relevant certifications, such as the Series 7 or Series 66, can improve job prospects, though they are often obtained after hiring. Entry-level positions often focus on training and development, making prior experience less critical for entry into the field.

How do I start working as an entry level finance advisor?

To start as an entry-level finance advisor, obtain a bachelor's degree in finance, economics, or a related field, and develop strong analytical and communication skills. Gaining relevant certifications such as the Series 7 or Series 66 may be required, and entry-level roles often involve on-the-job training and mentorship within financial firms or advisory companies.

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

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

What are popular job titles related to Entry Level Finance Advisor jobs in Oregon?

For Entry Level Finance Advisor jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Entry Level Finance Advisor jobs in Oregon look for?

The top searched job categories for Entry Level Finance Advisor jobs in Oregon are:

What cities in Oregon are hiring for Entry Level Finance Advisor jobs?

Cities in Oregon with the most Entry Level Finance Advisor job openings:

Entry Level Finance Advisor jobs near you
Infographic showing various Entry Level Finance Advisor job openings in Oregon as of August 2026, with employment types broken down into 89% Full Time, 9% Part Time, and 2% Contract. Highlights an 79% Physical, 8% Hybrid, and 13% Remote job distribution.

Insurance Sales Representative Entry Level

Canyon Creek Financial LLC.

Eugene, OR • On-site

$65K - $85K/yr

Full-time

Re-posted 27 days ago

Job description

Build a Career That Cares with Canyon Creek Financial

If you thrive when helping others, are relationship-focused, and passionate about making a positive impact, Canyon Creek Financial could be the place for you. We believe in leading with heart, supporting our clients and our team with integrity, mentorship, and purpose.

As an Insurance Sales Representative, you'll serve as a trusted advisor—guiding business owners and individuals through important decisions that protect their teams, families, and futures. This is more than sales—it's about building long-term relationships and making a difference.

What You'll Do

  • Connect with local business owners (B2B, face-to-face) to introduce supplemental insurance solutions that strengthen their employee benefit offerings.

  • Conduct personalized consultations to educate and enroll clients in the coverage that best meets their needs.

  • Build and maintain long-term client relationships by providing ongoing service, support, and trusted guidance.

  • Expand your business through community outreach, networking, and referrals, while representing Canyon Creek Financial with integrity and professionalism.

Compensation and Benefits

  • Earning Potential: $65,000 – $85,000 per year (performance-based) 

  • Pay Structure: Starting base draw, uncapped commission, performance bonuses (cash incentives, trips, potential stock options)

  • Support Provided:

    • Full reimbursement for state licensing fees

    • CRM access to manage client relationships

    • Hands-on training, mentorship, and career growth opportunities

Position Details

  • Type of Role: Full-time independent contractor 

  • Schedule: Monday to Friday, with occasional weekends, flexibility as needed

  • Work Environment: In-person, business-to-business (B2B) sales with local travel to client businesses

  • Products: Supplemental insurance solutions designed to help employers and employees protect themselves and their families

This Opportunity is Ideal If You Are:

  • Service-driven and people-focused – with a genuine desire to help others

  • Motivated by purpose and integrity – taking pride in doing what's right

  • Self-led and reliable – with initiative, follow-through, and a drive to succeed

Why Canyon Creek Financial:

  • Make a meaningful impact by helping businesses and their employees get the protection they need.

  • Enjoy a supportive culture where training, mentorship, and encouragement set you up for long-term success.

  • Build a rewarding career in a company rooted in purpose, integrity, and care.

Apply today to start your career with Canyon Creek Financial.

For more information, visit our website: www.canyoncreekfinancial.com