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Entry Level Financial Advisor Jobs in Portland, OR

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 ...

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 ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Portland, OR

Entry Level Financial Advisor information

See Portland, OR salary details

$38.2K

$108.3K

$152.7K

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

As of Aug 8, 2026, the average yearly pay for entry level financial advisor in Portland, OR is $108,314.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $138,900.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

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 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.

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:
What are popular job titles related to Entry Level Financial Advisor jobs in Portland, OR? For Entry Level Financial Advisor jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Portland, OR look for? The top searched job categories for Entry Level Financial Advisor jobs in Portland, OR are:
What cities near Portland, OR are hiring for Entry Level Financial Advisor jobs? Cities near Portland, OR with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level 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 $108,314 per year, or $52.1 per hour.

Mortgage Loan Originator

DHI Mortgage

Lake Oswego, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries.  Please visit our website at www.drhorton.com for more information.
D.R. Horton, Inc. is currently looking for a Mortgage Loan Originator for their Financial Services Branch. The right candidate will promote and provide business development, origination of loans, relationship management with customers and clients. 

Essential Duties and Responsibilities

  •  Interview mortgage applicants to understand and educate them on their financing options available. Understand the loan applicant’s goals in order to advise and review potential loan programs that would best suit their needs and stated goals
  • Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates
  • Maintain reports and notes within the origination software and customer relationship management systems
  • Review new leads daily and contact them to earn their business
  • Daily Pipeline Management (loan application to funding process) to ensure that the loan process goes smoothly for all parties involved
  • Make presentations on loan products in sales meetings and with Sales staff in builder communities
  • Quickly respond to Operations in order to facilitate an efficient loan process
  • Provide necessary disclosures to a loan applicant within a timely manner in accordance with regulations
  • Conduct all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company
  • Able to work overtime
  • Able to travel overnight
  • Market the company’s products and services accurately and effectively to potential business sources
  • Develop sales leads for mortgages in builder communities and real estate offices
  • Provide weekend coverage in builder communities and grand opening functions
  • Review all documentation provided by borrower, check for accuracy, and address any discrepancies
  • Be familiar and comply with all company QC policies, review updates to the manual, and attend meetings as necessary
  • Provide input to management, and attend production/staff meetings
  • Infrequently, assist in resolving post-closing/funding problems
  • Attend loan closings when possible

Education and/or Experience   

  • Bachelor's degree from four-year college or university
  • One to two years of related experience and/or training
  • Must have a vehicle and a valid driver’s license
  • Licensed Mortgage Loan Originator as required by state
  • Possess general mortgage banking understanding (including but not limited to: lock procedures, program analysis, underwriting guidelines, and regulatory timelines)
  • Proficiency with MS Office and email
 

Preferred Qualifications

  • Strong written and oral communication skills
  • Ability to accurately and efficiently process and record a large volume of data
  • Ability to act as a team player and be willing to accept constructive criticism
  • Bilingual preferred

Come join a winning team with a Fortune 500 company! We are growing fast and are looking for enthusiastic attitudes and team players to join our success. We offer an excellent benefits package including:

  • Medical, Dental and Vision
  • 401(K)
  • Employee Stock Purchase Plan
  • Flex Spending Accounts
  • Life & Disability Insurance
  • Vacation, Sick, Personal Time and Company Holidays
  • Multiple Voluntary and Company provided Benefits

Build YOUR future with D.R. Horton, America’s Builder.  #WeBuildPeopleToo

Apply