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Fee Only Financial Advisor Jobs in Oregon (NOW HIRING)

Wealth Enhancement Group, LLC

Financial Advisor

Salem, OR · On-site

$100 - $130/hr

Position Overview Our Salem office is looking for a Financial Advisor to work as part of an ... Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

OurClackamas office in Oregon is looking for a Financial Advisor working as part of an advisory ... Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory ... Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management ...

Wealth Enhancement Group

Financial Advisor

Salem, OR

$100K - $130K/yr

Our Salem office in Oregon is looking for a Financial Advisor working as part of an advisory team ... Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

OurSalem office in Oregon is looking for a Financial Advisor working as part of an advisory team to ... Series 65 (RIA Only) * 4+ years of experience within the wealth management industry * Ability to ...

NC SECU

Financial Advisor

Salem, OR

The Financial Advisor with an investment/trust/estate planning focus is responsible for providing ... only. * Follow all security and control procedures. * Complete all required quarterly training ...

BMO Capital Markets

Financial Advisor

Portland, OR

Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. * Implements business development strategies to acquire new ...

Bank of Montreal

Financial Advisor

Portland, OR · On-site

Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning. * Implements business development strategies to acquire new ...

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All JobsFee Only Financial Advisor JobsFee Only Financial Advisor Jobs in Oregon

Fee Only Financial Advisor information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do fee only financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for fee only financial advisor in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 per year, depending on experience, location, and employer.

What is a fee only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

What are the key skills and qualifications needed to thrive as a fee only financial advisor?

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

How does a fee only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.

What is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

How does a fee-only financial advisor get paid?

A fee-only financial advisor is paid directly by clients through transparent, flat fees or a percentage of assets under management. They do not receive commissions or incentives from product sales, which helps ensure unbiased advice. This compensation structure emphasizes fee transparency and aligns the advisor's interests with the client's financial goals.

How to become a fee-only financial advisor?

To become a fee-only financial advisor, individuals typically earn a bachelor's degree in finance, economics, or a related field, and gain experience in financial planning or advising. Many pursue certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing an exam, and adhering to ethical standards. Licensing or registration with regulatory bodies may also be necessary depending on the services offered and jurisdiction.

What are popular job titles related to Fee Only Financial Advisor jobs in Oregon?

For Fee Only Financial Advisor jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Fee Only Financial Advisor jobs in Oregon look for?

The top searched job categories for Fee Only Financial Advisor jobs in Oregon are:

What cities in Oregon are hiring for Fee Only Financial Advisor jobs?

Cities in Oregon with the most Fee Only Financial Advisor job openings:

Fee Only Financial Advisor jobs near you
Infographic showing various Fee Only Financial Advisor job openings in Oregon as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.

Financial Advisor, CFP

Sanctuary Wealth Group LLC

Portland, OR • Hybrid

$100K - $175K/yr

Full-time

Medical, Retirement, PTO

Posted 13 days ago

Job description

Description

Financial Advisor, CFP

Location: Portland, OR (Downtown Office) 

Schedule:  Full-Time | Hybrid Flexibility (In-office Monday-Thursday, Remote Fridays)

Reports To: Practice Leader

Firm: Deschutes Investment Consulting LLC 


About Deschutes Investment Consulting - Founded in 1997, Deschutes Investment Consulting is an independent SEC Registered Investment Advisory (RIA) firm serving both retirement plan and wealth management clients. With offices in Portland and Bend, Oregon, the firm has experienced significant growth in recent years and currently manages approximately $2.5 billion in client assets.


Deschutes operates as a collaborative, team-oriented environment where advisors are supported by experienced service and planning professionals. As a fee-only fiduciary firm, advisors are not compensated through product sales or commissions - allowing the team to remain fully aligned with clients' best interests.


The firm values collaboration, professional development, community involvement, and long-term relationship building both internally and with clients.


Position Overview - Deschutes is seeking an experienced and relationship-driven Senior Investment Advisor, CFP to join its growing Portland office. This individual will primarily be responsible for managing and expanding wealth management client relationships while supporting the continued growth of the firm's advisory platform.


The ideal candidate brings strong experience working with high-net-worth individuals, executives, and business owners, along with a passion for delivering comprehensive financial planning and investment guidance.


This role offers the opportunity to work alongside an experienced advisory and planning team within a highly collaborative environment that values client service, teamwork, and professional growth.


Responsibilities


Wealth Management & Client Advisory

  • Serve as the primary advisor for an assigned group of wealth management and financial planning clients 
  • Build and deepen client relationships through exceptional service and strategic financial guidance 
  • Collaborate with senior financial planning professionals on complex planning engagements 
  • Support business development efforts through referrals, professional relationships, and personal networks 
  • Promote the firm's full suite of advisory and planning services to prospective and existing clients 

Client Experience & Team Collaboration

  • Partner with the wealth management team to ensure a seamless onboarding experience for new clients 
  • Work collaboratively across the organization to support client needs and overall team success 
  • Provide support to other members of the Deschutes team as needed 
  • Contribute ideas and participate actively in a highly collaborative office culture 

Technology & Systems

  • Maintain proficiency and stay current with key systems and platforms including: 
  • Charles Schwab 
  • eMoney 
  • Orion 
  • Wealthbox 
  • Microsoft Office Suite 

Professional Development

  • Maintain required continuing education standards for CFP and licensing requirements 
  • Participate in occasional company-sponsored conferences, training, and educational events, including some overnight travel

Requirements

What We're Looking For


Required Qualifications

  • Bachelor's degree
  • Minimum 5+ years of experience as an Investment Advisor or in a comparable advisory role 
  • Active Series 65 license 
  • CFP designation required 
  • Experience working with high-net-worth clients, executives, and business owners 
  • Proficiency with Microsoft Office and financial planning software such as eMoney (or similar platforms) 

Preferred Qualifications

  • Strong integrity and commitment to acting in clients' best interests 
  • Excellent communication, organization, and follow-through skills 
  • Self-motivated with the ability to work both independently and collaboratively 
  • Professional demeanor with strong discretion, confidentiality, and diplomacy 
  • Relationship-oriented mindset with a passion for client service and long-term partnership building

Compensation & Benefits


Compensation Range: $100,000 - $175,000 (or more) first-year compensation potential

- Base salary depends on years of experience, with significant variable compensation upside tied to revenue growth and firm success.


Benefits Include

  • Health insurance 
  • 401(k) retirement plan 
  • Competitive base salary 
  • Performance-based bonus opportunities tied to individual and team success 
  • Continuing education and professional development support 
  • Two weeks paid vacation plus additional paid holidays 
  • Additional PTO opportunities may be approved 
  • Hybrid work flexibility with remote Fridays

Apply