Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments ...
Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments ...
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Acquisition Specialist
$19 - $22/hr
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Acquisition Specialist
$19 - $22/hr
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
Portland, OR · On-site
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Portland, OR · On-site
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Acquisition Specialist
$19 - $22/hr
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Loan Acquisition Specialist
$19 - $22/hr
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Loan Sales Specialist
Tigard, OR · On-site
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Loan Sales Specialist
Tigard, OR · On-site
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Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
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Loan Sales Specialist
Portland, OR · On-site
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Loan Sales Specialist
Portland, OR · On-site
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...
Loan Sales Specialist
Vancouver, WA · On-site
$19 - $22/hr
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Entry-Level Sales Representative
Woodburn, OR · On-site
$65K - $85K/yr
Entry-Level Sales Representative Canyon Creek Financial Company ... Canyon Creek Financial Employment Type: Full-Time | Outside Sales | B2B Sales Schedule:
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Entry-Level Sales Representative
Woodburn, OR · On-site
$65K - $85K/yr
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Entry Level Insurance Representative
Camas, WA · On-site
$65K - $85K/yr
Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find ... E Financial , we are looking for individuals who embody resilience and growth, and who are ...
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Entry Level Insurance Representative
Camas, WA · On-site
$65K - $85K/yr
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Entry Level Insurance Representative
Beaverton, OR · On-site
$65K - $85K/yr
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Entry Level Insurance Representative
Beaverton, OR · On-site
$65K - $85K/yr
Entry Level Insurance Representative Join a Purpose-Driven Team at R.I.S.E Financial If you find ... E Financial , we are looking for individuals who embody resilience and growth, and who are ...
Entry Level Financial information
See Portland, OR salary details
$14.28 - $18.22
5% of jobs
$20.45 is the 25th percentile. Wages below this are outliers.
$18.22 - $22.16
35% of jobs
The median wage is $24.13 / hr.
$22.16 - $26.10
20% of jobs
$26.10 - $30.04
14% of jobs
$30.53 is the 75th percentile. Wages above this are outliers.
$30.04 - $33.98
11% of jobs
$33.98 - $37.91
5% of jobs
$37.91 - $41.85
3% of jobs
$41.85 - $45.79
3% of jobs
$45.79 - $49.73
2% of jobs
$49.73 - $53.67
1% of jobs
$53.67 - $57.61
1% of jobs
$14
$29
$57
How much do entry level financial jobs pay per hour?
As of Jul 20, 2026, the average hourly pay for entry level financial in Portland, OR is $29.45, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $31.88 per hour, depending on experience, location, and employer.
Is 40 too late to start a career in finance?
Entry level financial roles are accessible at any age, including starting a new career at 40. Success often depends on relevant skills, certifications like the CFA or CPA, and gaining experience through internships or entry-level positions, regardless of age.
How do I start a career in finance with no experience?
Entry-level financial roles often require a strong understanding of basic financial principles, which can be gained through self-study, online courses, or relevant certifications like the CFA Level 1. Gaining experience through internships, volunteering, or entry-level positions helps build skills and industry knowledge, making it easier to advance in finance careers.
What is the difference between Entry Level Financial vs Entry Level Accountant?
| Aspect | Entry Level Financial | Entry Level Accountant |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, economics, or related field | Bachelor's degree in accounting, finance, or related field |
| Work Environment | Financial services firms, corporate finance departments, banks | Accounting firms, corporate finance, small businesses |
| Employer & Industry Usage | Used across finance sectors for entry roles | Common in accounting and auditing firms |
| Common Search & Comparison Intent | Yes | Yes |
Entry Level Financial roles focus on financial analysis, planning, and investment activities, often requiring knowledge of financial markets. Entry Level Accountants primarily handle bookkeeping, financial statement preparation, and compliance tasks. While both roles require similar educational backgrounds, their daily tasks and industry focus differ, making them distinct career paths within the finance and accounting sectors.
What is the best entry-level finance job?
Entry-level finance jobs include roles such as financial analyst, accounting clerk, or banking associate. These positions typically require strong analytical skills, proficiency with Excel, and a bachelor's degree in finance, accounting, or a related field. They offer foundational experience in financial data analysis, reporting, and client interaction.
What types of tasks and responsibilities can I expect as an entry-level financial professional on a daily basis?
As an entry-level financial professional, you can expect your daily tasks to include assisting with data entry, preparing financial reports, performing basic financial analysis, and supporting senior team members with client communications or administrative duties. You may also help with account reconciliations, auditing support, and researching financial information. Collaboration with other team members, such as accountants, analysts, and managers, is common, allowing you to learn industry best practices while developing your technical and communication skills.
What is an entry-level position in finance?
An entry-level financial position is a role suitable for individuals with little to no professional experience in finance. These roles often involve tasks such as data analysis, assisting with financial reports, and supporting senior staff, and typically require basic knowledge of financial principles and tools like Excel or financial software.
What are the key skills and qualifications needed to thrive as an Entry Level Financial Analyst, and why are they important?
To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong quantitative and analytical skills. Familiarity with financial modeling, Microsoft Excel, and possibly financial software such as Bloomberg Terminal or QuickBooks is typically required. Outstanding attention to detail, strong communication skills, and problem-solving abilities are crucial soft skills for this role. These skills and qualifications are important for accurately analyzing financial data, supporting business decisions, and effectively conveying complex information to stakeholders.
What do entry level financial analysts do?
Entry level financial analysts typically assist with collecting and analyzing financial data, preparing reports, and supporting senior analysts or managers with research on investments, budgets, and financial forecasts. They may help evaluate financial performance, monitor market trends, and create presentations for internal or client meetings. This role is often a starting point for those looking to build a career in finance, offering valuable hands-on experience and exposure to core financial concepts and tools.
What are the most commonly searched types of Financial jobs in Portland, OR? The most popular types of Financial jobs in Portland, OR are:
What are popular job titles related to Entry Level Financial jobs in Portland, OR? For Entry Level Financial jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial jobs in Portland, OR look for? The top searched job categories for Entry Level Financial jobs in Portland, OR are:
What cities near Portland, OR are hiring for Entry Level Financial jobs? Cities near Portland, OR with the most Entry Level Financial job openings:
Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)
Camas, WA • Hybrid
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 12 days ago
Fisher Investments rating
8.5
Based on 15 frontline employees who took The Breakroom Quiz
Job description
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity:
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
- Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
- Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
- Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
- Respond and manage client communication while working directly with internal departments to fulfill client operational requests
Your Qualifications:
- 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
- Bachelor’s degree or equivalent combination of education and experience required
- Required to pass the Series 65 (we provide robust training and support once you start)
- A thoughtful consultative approach with an emphasis on client focus
Compensation:
- $80,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
- Eligible for a discretionary bonus based on firm and individual performance
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
- 100% paid medical, dental and vision premiums for you and your qualifying dependents
- A 50% 401(k) match, up to the IRS maximum
- 20 days of PTO, plus 10 paid holidays
- Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
- This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
What Fisher Investments employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Fisher Investments
Sourced by ZipRecruiter
Company size
1,001 - 5,000 Employees
Headquarters location
Camas, WA, US
Year founded
1979