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Fee Only Financial Advisor Jobs in Oregon (NOW HIRING)

Fisher Investments

Financial Consultant

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation ...

Fisher Investments

Financial Counselor

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation ...

Fisher Investments

Financial Consultant

Gresham, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation ...

Fisher Investments

Financial Counselor

Portland, OR · Hybrid

... Advisor. Now is your opportunity to use your finance experience to better the investment universe ... With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$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

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 · 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 ...

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 ...

BMO Capital Markets

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 ...

Wells Fargo

Associate Financial Advisor

Bend, OR · On-site

Participate in Wells Fargo Advisors training program for meeting personal, professional, and ... US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA ...

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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 Aug 19, 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 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.

Financial Consultant

Fisher Investments

Portland, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 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

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development.

The Day-to-Day:

  • Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Your Qualifications:

  • 2+ years of instilling trust and building client relationship within the finance industry
  • Series 65 (we will help you obtain upon starting)
  • Bachelor's degree or equivalent work experience
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $135,000 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

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