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Entry Level Financial Advisor Jobs in Oregon (NOW HIRING)

Baylor Scott & White Health

Financial Advisor 2

$77K/yr

We're seeking a seasoned financial advisor with at least 2 years of experience and a strong ... year) for those with entry-level qualifications up to $57.89 ($120,411) for those highly ...

TEC Equipment, Inc.

Service Advisor

Coburg, OR · On-site

... financing, and insurance. Our locations are authorized service centers for Mack, Volvo, Cummins ... Overview Our Service Department has an excellent opportunity for an entry level Service Advisor to ...

TEC Equipment, Inc.

Service Advisor

Coburg, OR · On-site

... financing, and insurance. Our locations are authorized service centers for Mack, Volvo, Cummins ... Our Service Department has an excellent opportunity for an entry level Service Advisor to join our ...

TEC Equipment, Inc.

Service Advisor

Coburg, OR

... financing, and insurance. Our locations are authorized service centers for Mack, Volvo, Cummins ... Overview Our Service Department has an excellent opportunity for an entry level Service Advisor to ...

Equitable

OR · Hybrid

$50K/yr

... financial services environment. This role is more than an entry level position -it is a career ... Support advisors by engaging with their clients and helping drive business efficiency and growth

Pwc

Partner Tax Preparation Advisor Manager

Portland, OR · On-site +1

$73K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

Lincoln County

Deputy District Attorney

Newport, OR · On-site

$90K - $148K/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 ...

SNC-Lavalin

Grants Coordinator

Portland, OR · On-site

$60K - $70K/yr

This is an entry-level position and is based out of Portland, OR. Your Role * Collect and analyze ... and assist with advising stakeholders on grant, program, policy, and regulatory requirements.

New

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 ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Oregon

Entry Level Financial Advisor information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do entry level financial advisor jobs pay per year?

As of Jul 19, 2026, the average yearly pay for entry level financial advisor in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an entry level financial advisor do?

An entry-level financial advisor helps clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
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 Entry Level Financial Advisor jobs in Oregon? For Entry Level Financial Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Oregon look for? The top searched job categories for Entry Level Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Entry Level Financial Advisor jobs? Cities in Oregon with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Financial Advisor 2

Financial Advisor 2

Baylor Scott & White Health

Remote

$77K/yr

Full-time

Re-posted 9 days ago

Baylor Scott & White Health rating

7.5

Company rating: 7.5 out of 10

Based on 753 frontline employees who took The Breakroom Quiz

231st of 886 rated healthcare providers

Job description

Are you a financial expert with a passion for healthcare? This role is expected to be a fully remote position.

We're seeking a seasoned financial advisor with at least 2 years of experience and a strong understanding of financial standards. If you're ready to leverage your expertise in financial analysis to drive impactful decisions in the healthcare industry, Apply Today!

Job Summary

The Financial Advisor II is the key financial resource. Provides financial analysis to support the goals of Baylor Scott and White (BSWH).

  • Provides complex financial analysis support to various entities both fully owned and joint ventures.
  • Assists in the efficient and cost-effective operation of BSWH.
  • Prepares the operating and capital budget(s) for assigned areas.
  • Prepares the 5-year financial operating forecast to include statistics, payer mix, payments capital, etc.
  • Prepares examination and presents and justifies findings, for any potential capital acquisitions, projects, new services, etc.
  • Prepares, Manages, and Analyzes financial information related to the end of month close cycle, including root cause analysis and technical accounting research.
  • Supports the monthly accounting close process by preparing and reviewing various journal entry information and performing accounting research.
  • Performs and communicates moderate to complex analysis for external users of financial information
  • Proactive use of technology to provide timely information to leadership
  • Provides timely reconciliation and invoicing to contracts.
  • Performs accounting research and supports due diligence to contract requirements.
  • Provides ongoing budget vs. actual revenue and expense variance analysis. Reviews both standard and custom reports developed for the entity.
  • Prepares verbal or written results of examination of operating efficiencies and presents/discusses them with management and others as required.
  • Develops and produces Management Reports as required/requested
  • Able to perform ad hoc requests in addition to daily/monthly responsibilities.
  • Maintains professional growth by joining educational programs and organizations. Stays updated on current trends, practices, and developments.
  • Performs other position appropriate duties as required in a competent, professional, and courteous manner as well as participates in special projects

Key Success Factors

  • Preferred BS in Accounting or Finance
  • Proficiency with MS Office applications including BI
  • Prior work experience in a healthcare setting, and familiarity with outpatient KPIs and financial metrics preferred
  • Prior experience with Kaufman Hall/Axiom budgeting software preferred
  • Proven leadership, data, and communication abilities required
  • Strong follow-through and execution of day-to-day tasks and responsibilities
  • Ability to work both autonomously and in collaborative, team-based environments
  • Ability to learn complex accounting between fully owned and joint ventures.
  • Ability to adapt and learn nuances that exist amongst various medical groups. 
  • Open to performance feedback and willing to ask questions to obtain knowledge. 

The job description describes essential functions for this role. It is not a detailed list of all responsibilities, duties, knowledge, skills, and abilities. Management can assign or reassign duties at any time. Competent performance of essential duties, commitment to customer service, integrity, and teamwork are basic requirements at Baylor Scott & White Health

Salary

The pay range for this position is $37.35/hour ($77,688/year) for those with entry-level qualifications up to $57.89 ($120,411) for those highly experienced. The specific rate will depend upon the successful candidate's specific qualifications and prior experience.

Qualifications

  • EDUCATION - Bachelor's
  • EXPERIENCE - 3 Years of Experience
Employment Type: FULL_TIME

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