ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs in Portland, OR

Raising Cane's

Cook - Late Night Shift

Vancouver, WA · On-site

$17.25/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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 ...

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 ...

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 ...

next page

Showing results 1-20

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

Entrylevel Financial Advisor information

See Portland, OR salary details

$38.2K

$108.3K

$152.7K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 29, 2026, the average yearly pay for entrylevel 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 are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

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 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 a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are the most commonly searched types of Entrylevel Financial Advisor jobs in Portland, OR? The most popular types of Entrylevel Financial Advisor jobs in Portland, OR are:
What are popular job titles related to Entrylevel Financial Advisor jobs in Portland, OR? For Entrylevel Financial Advisor jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Portland, OR look for? The top searched job categories for Entrylevel Financial Advisor jobs in Portland, OR are:
What cities near Portland, OR are hiring for Entrylevel Financial Advisor jobs? Cities near Portland, OR with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you
Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Investment Counselor - Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments

Camas, WA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

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

Apply