ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs in Newberg, OR

Bankers Life

Wealth Management Trainee

Portland, OR · On-site

$40K - $65K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

Bankers Life

Wealth Management Trainee

Portland, OR · On-site

This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors. Why Join Us? * Top-tier ...

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 ...

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, 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 ...

next page

Showing results 1-20

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Newberg, OR

Entrylevel Financial Advisor information

See Newberg, OR salary details

$37.8K

$107.3K

$151.2K

How much do entrylevel financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entrylevel financial advisor in Newberg, OR is $107,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,800.00 and $137,600.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What job categories do people searching Entrylevel Financial Advisor jobs in Newberg, OR look for?

The top searched job categories for Entrylevel Financial Advisor jobs in Newberg, OR are:

What cities near Newberg, OR are hiring for Entrylevel Financial Advisor jobs?

Cities near Newberg, OR with the most Entrylevel Financial Advisor job openings:

Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Newberg, OR as of August 2026, with employment types broken down into 46% Full Time, 8% Part Time, and 46% Contract. Highlights an 70% In-person, 15% Hybrid, and 15% Remote job distribution, with an average salary of $107,262 per year, or $51.6 per hour.

Wealth Management Trainee

Bankers Life

Portland, OR • On-site

$40K - $65K/yr

Other

Medical, Life

Posted 4 days ago

Key responsibilities

  • Work one-on-one with clients to create personalized financial solutions.

  • Support clients in building meaningful relationships and providing financial advice.

  • Participate in training programs and obtain necessary licensing to advance in wealth management.

Job description

Position Title: Wealth Management Trainee

Compensation range: $40,000 - $65,000

Description:

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way:

  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us?

  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams include uncapped commissions, renewals, bonuses and more.
  • Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Apply and learn more.


Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

Apply