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Financial Advisor Business Development Jobs in Oregon

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$137K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business ... Our award-winning training programs equip you with the education, skill-building, and development ...

Northwestern Mutual

Financial Advisor

Salem, OR · On-site

$61K - $250K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

Northwestern Mutual

Financial Advisor

Portland, OR · On-site

$61K - $200K/yr

Becoming a business owner allows you to shape your workday around your life and achieve uncapped ... We are committed to your continued training and development throughout your career. That starts ...

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All JobsFinancial Advisor Business Development JobsFinancial Advisor Business Development Jobs in Oregon

Financial Advisor Business Development information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do financial advisor business development jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial advisor business development 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 are some common challenges financial advisors face when building their client base, and how can these be overcome?

Financial advisors in business development often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining a consistent pipeline of prospects. Overcoming these hurdles typically involves developing strong interpersonal skills, leveraging referrals, and utilizing digital marketing and networking strategies. Many successful advisors also partner with experienced mentors or join established firms to access resources and support while building their own book of business.

What is a financial advisor business development?

A Financial Advisor Business Development role focuses on growing a financial advisory firm's client base and revenue. Professionals in this position identify new business opportunities, build relationships with potential clients, and develop strategies to expand the firm's market presence. They often collaborate with marketing teams and use networking, referrals, and outreach to attract new clients. The role combines sales, relationship management, and financial knowledge to drive business growth. Success in this position requires strong communication skills, persistence, and a deep understanding of financial products and services.

What is the difference between Financial Advisor Business Development vs Financial Advisor?

AspectFinancial Advisor Business DevelopmentFinancial Advisor
Primary FocusGenerating new client leads and expanding business opportunitiesManaging client portfolios and providing financial advice
Required CredentialsSeries 7, 63/65 licenses, CFP often preferredSeries 7, 63/65 licenses, CFP often required
Work EnvironmentBusiness development teams, sales-focused settingsClient offices, financial planning environments
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial advisory firms, banks, independent practices

While both roles require similar licenses and industry knowledge, Financial Advisor Business Development primarily focuses on acquiring new clients and expanding the firm's market presence. In contrast, Financial Advisors concentrate on managing existing client portfolios and providing personalized financial planning. Understanding these differences helps clarify career paths and job expectations within the financial services industry.

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

To thrive as a Financial Advisor Business Development professional, you need strong financial acumen, sales expertise, and a relevant degree—often supported by FINRA Series 7 and 66 or similar certifications. Proficiency in CRM software, financial planning tools, and portfolio analysis systems is typically required. Exceptional interpersonal, networking, and communication skills help build lasting client relationships and expand business opportunities. These skills are essential for acquiring and retaining clients, driving revenue growth, and ensuring trusted financial guidance.
What are popular job titles related to Financial Advisor Business Development jobs in Oregon? For Financial Advisor Business Development jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Business Development jobs in Oregon look for? The top searched job categories for Financial Advisor Business Development jobs in Oregon are:
What cities in Oregon are hiring for Financial Advisor Business Development jobs? Cities in Oregon with the most Financial Advisor Business Development job openings:
Financial Advisor Business Development jobs near you
Infographic showing various Financial Advisor Business Development job openings in Oregon as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.

Voya Financial Advisor Portland

Voya Financial Advisors

Portland, OR

Full-time

Medical, Life, Retirement

Re-posted 12 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

82nd of 150 rated financial services

Job description

Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Portland area to work plan sponsor relationships, including government, retail and private.

This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and seminars. Qualified candidates must possess the skills necessary to prospect, schedule and conduct one on one appointments, recommend and implement investment strategies, and research client service issues and investment questions. Additionally, candidate must have ability to conduct retirement and investment seminars.

To be eligible for the Financial Professional role, candidates must possess the following qualifications:

  • Registered Representative with experience working defined contribution plans, 403(b), 457, and 401(a) preferred

  • Securities registrations Series 7, 65 & 66 preferred

  • Life & Health Insurance Licenses

  • Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry

Qualified candidates are expected to have the following skills:

  • Strong understanding of the defined contribution marketplace (403(b), 457, and 401(a))

  • Knowledge of rules/regulations around contribution limits, loans, withdrawals, vesting, and plan documents

  • Territory management and business development

  • Spanish bi-lingual highly desired

  • Relationship building

  • Fund knowledge and product/pricing knowledge

At Voya Financial Advisors, we provide the tools and resources necessary that will help set you up for success including:

  • Full access to the Voya brand

  • Access to existing client base

  • Wide array of financial products

  • Technology and systems to enable you to efficiently manage your clients financial information and plans

  • Turnkey marketing services

  • Transition assistance, if applicable

Securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC).

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