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Entry Level Financial Services Jobs in Oregon (NOW HIRING)

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Entry Level Financial Services information

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How much do entry level financial services jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for entry level financial services in Oregon is $29.36, according to ZipRecruiter salary data. Most workers in this role earn between $20.34 and $31.78 per hour, depending on experience, location, and employer.

What is an entry level financial services job?

Entry level financial services jobs are positions within banks, investment firms, insurance companies, and other financial institutions that are designed for individuals who are new to the industry or have limited professional experience. These roles often include positions like bank teller, financial advisor trainee, customer service representative, or junior analyst. They provide foundational training, exposure to industry regulations, and opportunities to learn about financial products and client services. Entry level jobs are a great way for recent graduates or career changers to gain experience and start building a career in finance.

What types of projects and responsibilities can I expect in an entry level financial services position?

In an entry-level financial services role, you can expect to handle a variety of foundational tasks such as assisting with client onboarding, preparing financial reports, updating databases, and supporting senior advisors with research and administrative duties. You'll likely interact with both internal teams and clients, learning about investment products, compliance protocols, and industry regulations. These responsibilities provide a strong introduction to the financial sector and offer valuable opportunities to develop analytical, communication, and organizational skills essential for career advancement.

What are the key skills and qualifications needed to thrive as an entry level financial services professional, and why are they important?

To thrive in Entry Level Financial Services, strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field are essential. Familiarity with financial software like Excel, CRM systems, and sometimes certifications such as FINRA Series 7 or 63 can be advantageous. Excellent communication, customer service orientation, and integrity help professionals build trust and effectively support client needs. These skills are critical for ensuring accuracy, compliance, and positive client relationships in the highly regulated financial industry.

What is the difference between Entry Level Financial Services vs Entry Level Financial Analyst?

AspectEntry Level Financial ServicesEntry Level Financial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsBachelor's degree in finance, accounting, or related field; certifications like CFA are optional but beneficial
Work EnvironmentBank branches, insurance companies, financial firms; client-facing and administrative rolesCorporate offices, investment firms; data analysis and reporting focus
Employer & Industry UsageFinancial institutions, insurance companies, banksInvestment firms, corporate finance departments, consulting firms

Entry Level Financial Services roles typically require basic financial knowledge and focus on customer service or administrative tasks within financial institutions. Entry Level Financial Analysts usually need a degree in finance or related fields and perform data analysis, financial modeling, and reporting. While both roles serve the financial industry, they differ in responsibilities, required credentials, and work environment.

How do I start a career in entry level financial services with no experience?

To start an entry-level financial services career with no experience, focus on gaining relevant skills such as basic accounting, customer service, or financial literacy through online courses or certifications like the FINRA Securities Industry Essentials (SIE) exam. Entry-level roles often require strong communication, attention to detail, and a willingness to learn, and they may provide on-the-job training for new employees.

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

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

What cities in Oregon are hiring for Entry Level Financial Services jobs?

Cities in Oregon with the most Entry Level Financial Services job openings:

Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $61,070 per year, or $29.4 per hour.

Entry Level Insurance Representative

R.I.S.E. Financial

Milwaukie, OR • On-site

$65K - $85K/yr

Full-time

Posted 13 days ago

Job description

Entry Level Insurance Representative

Join a Purpose-Driven Team at R.I.S.E Financial

If you find fulfillment in making a real difference in others' lives while striving for personal success and have a proven track record of achieving your goals, this is the role for you. At R.I.S.E Financial, we are looking for individuals who embody resilience and growth, and who are passionate about helping their community thrive.

Our team believes in helping employees reach new heights while supporting businesses and individuals with the right health solutions. Your efforts will directly contribute to something much bigger than just your own success. If you're passionate about making an impact and achieving great things in the process, this role is an ideal fit.

What We Offer:

  • A Purpose-Driven Role: Your work will directly contribute to the well-being of businesses and individuals, providing the satisfaction of knowing you're making an impact every day.

  • Growth & Development: We invest in your professional development and provide all the tools, training, and support you need to reach your personal and career goals.

  • Collaborative Environment: Thrive in a team-oriented space where collaboration, accountability, and resilience lead to collective success.

About Us:

At R.I.S.E Financial, we are more than just a businesswe're a force for good in our communities, offering supplemental health insurance solutions designed to make a difference. Our core values are centered around growth, support, and service, and we believe our employees are the key to our success. If you're driven, passionate about helping others, and committed to achieving success, we want you on our team!

Position Overview:

As an Entry-Level Insurance Sales Representative at R.I.S.E Financial, you will play a crucial role in expanding our reach by introducing businesses to our valuable supplemental health insurance products. This role is designed for individuals who are eager to begin their sales career, learn from an experienced team, and most importantly, embrace the autonomy to shape their own success.

You will be responsible for identifying new business opportunities, building meaningful relationships, and customizing solutions that meet clients' needs. With our supportive environment, you will be equipped with the training, guidance, and resources to grow and achieve your professional goals.

Key Responsibilities:

  • Identify and engage with potential business clients who would benefit from supplemental health insurance products.

  • Build strong relationships with decision-makers by understanding their needs and presenting tailored solutions that effectively communicate the value of our products while addressing their pain points.

  • Collaborate with a growth-focused team, actively participating in sales meetings, training, and team-building events, while consistently meeting and exceeding both individual and team sales goals.

Qualifications:

  • You should have over 4 years of professional experience (post-high school) with a proven history of consistently achieving goals and delivering results.

  • Exceptional communication, interpersonal, and relationship-building skills.

  • A strong desire to learn, grow, and improve, coupled with resilience, determination, and the ability to stay focused in a fast-paced, sales-driven environment.

  • A passion for helping others and making a lasting impact on businesses and communities.

Benefits:

  • Competitive weekly draw pay with commission and bonuses from day one.

  • Quarterly and annual incentives including cash bonuses, trips, and stock options.

  • Short sales cycle, typically less than 3 business days, meaning quicker results and rewards.

  • CRM and training provided, with licensing reimbursement for state fees.

  • Supportive, inclusive, and growth-focused team environment.

Job Details:

  • Job Type: Full-Time

  • Pay: $65,000 $85,000 per year (with commissions and bonuses)

  • Schedule: Monday to Friday (weekends as needed)

  • Location: In-person, business-to-business environment

Apply Today: Join R.I.S.E Financial and take your first step toward a rewarding career in sales! We are excited to help you rise to your potential!

To learn more about us, visit our website: https://rise-financial-group.com/homepage