ZipRecruiter

Log In

1

Financial Advisor Analyst Jobs in Oregon (NOW HIRING)

NorthStar Professional Search

Financial Advisor Our client is seeking an experienced Financial Advisor to join their firm ... Gather and analyze client data to develop comprehensive financial plans, recommend appropriate ...

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$61K - $250K/yr

... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $200K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Lake Oswego, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Portland, OR

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ...

next page

Showing results 1-20

All JobsFinancial Advisor Analyst JobsFinancial Advisor Analyst Jobs in Oregon

Financial Advisor Analyst information

See Oregon salary details

$40.7K

$93.2K

$124.8K

How much do financial advisor analyst jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial advisor analyst in Oregon is $93,158.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $116,800.00 per year, depending on experience, location, and employer.

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

To thrive as a Financial Advisor Analyst, you need strong analytical abilities, financial modeling skills, and a solid understanding of investment principles, typically backed by a degree in finance, economics, or a related field. Familiarity with financial software such as Excel, Bloomberg Terminal, and portfolio management systems, as well as certifications like CFA or CFP, is highly valued. Excellent communication, problem-solving, and interpersonal skills help in building client trust and working effectively in teams. These skills and qualities are essential for providing accurate financial advice, supporting informed investment decisions, and fostering long-term client relationships.

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

AspectFinancial Advisor AnalystFinancial Planner
CredentialsCFP, CFA, or similar certifications often preferredCFP certification highly recommended
Work EnvironmentFinancial firms, investment banks, or advisory firmsIndependent practice, financial advisory firms, or banks
Primary FocusAnalyzing investments, supporting advisors, and portfolio managementCreating comprehensive financial plans for clients
Employer & Industry UsageCommonly employed in finance and investment sectorsWidely used in personal finance and wealth management

Financial Advisor Analysts primarily support investment decisions and portfolio analysis within financial firms, while Financial Planners focus on developing personalized financial strategies for clients. Both roles often require similar certifications and work in related environments, but their core responsibilities differ—analysis versus planning.

What does a financial advisor analyst do?

A financial advisor analyst evaluates clients' financial situations, analyzes investment options, and develops strategies to meet their financial goals. They use financial modeling tools, stay informed about market trends, and often hold certifications like the CFA or CFP. Their work typically involves research, data analysis, and client communication to provide informed financial advice.

What are some common challenges financial advisor analysts face when managing client portfolios, and how can these be addressed?

Financial Advisor Analysts often encounter challenges such as keeping up with rapidly changing market conditions, managing diverse client expectations, and ensuring compliance with financial regulations. To address these, analysts must stay well-informed through ongoing research and professional development, utilize advanced portfolio management tools, and communicate proactively with clients to set realistic goals and update them on performance. Collaborating closely with senior advisors and compliance teams also helps to maintain high standards and deliver tailored solutions.

What is a financial advisor analyst?

A Financial Advisor Analyst is a professional who supports financial advisors by conducting research, analyzing financial data, and preparing reports to help clients make informed investment decisions. They often assist in creating financial plans, assessing portfolios, and tracking market trends. This role typically serves as an entry point in the financial advisory field, offering hands-on experience with financial strategies and client interactions. Financial Advisor Analysts work in banks, investment firms, or private advisory practices and play a crucial role in ensuring clients' financial goals are met.
What are popular job titles related to Financial Advisor Analyst jobs in Oregon? For Financial Advisor Analyst jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Analyst jobs in Oregon look for? The top searched job categories for Financial Advisor Analyst jobs in Oregon are:
What cities in Oregon are hiring for Financial Advisor Analyst jobs? Cities in Oregon with the most Financial Advisor Analyst job openings:
Financial Advisor Analyst jobs near you
Infographic showing various Financial Advisor Analyst job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $93,158 per year, or $44.8 per hour.

Financial Advisor

NorthStar Professional Search

On-site

Full-time

Re-posted 14 days ago

Job description

Financial Advisor

Job Description:

Our client is seeking an experienced Financial Advisor to join their firm, responsible for creating and nurturing long-term client relationships while actively participating in the advanced planning process. The ideal candidate will engage with prospective clients through our lead system and build a personal network to generate referrals from clients and centers of influence.

Key Responsibilities:

  • Engage directly with clients to understand their financial objectives and concerns, ensuring accountability for client retention.
  • Enhance client relationships through ongoing education, exceptional service, and a commitment to delivering an outstanding client experience.
  • Prepare agendas for client meetings and ensure timely completion of post-meeting action items.
  • Conduct financial planning analyses and wealth management activities, ensuring client assets align with their risk tolerance and goals.
  • Gather and analyze client data to develop comprehensive financial plans, recommend appropriate solutions, and assist with plan implementation.
  • Collaborate with the support team to provide prompt and thorough client service.
  • Work with clients’ other professionals, such as attorneys and CPAs, to deliver holistic financial solutions.
  • Develop relationships with Centers of Influence to obtain potential client referrals.
  • Identify opportunities to expand existing client relationships and proactively seek referrals to generate new business.
  • Maintain accurate records of client interactions and information in the CRM system.
  • Represent the firm positively and professionally in all interactions.
  • Participate in team projects and assist with initiatives to streamline firm policies and procedures.

Qualifications:

  • Proven experience as a Financial Advisor, ideally bringing a book of business.
  • Exceptional communication skills and the ability to remain calm under pressure.
  • High degree of empathy and a genuine desire to serve others.
  • Self-starter with initiative and impeccable follow-through.
  • Strong attention to detail and a commitment to continuous self-improvement.
  • Ability to enhance the client experience and education.

Interested and qualified candidates please apply today!

Apply