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Financial Advisor In Training Jobs in Oregon (NOW HIRING)

Bankers Life

Financial Advisor

Portland, OR · On-site

... training, mentors, and products. As a Financial Advisor, you will:  Build a client base and ... History of success in sales, competitive roles, client services, or client-facing roles  ...

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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 ... in the following benefits & development opportunities: * Training and professional development

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 ... in the following benefits & development opportunities: * Training and professional development

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 ... in the following benefits & development opportunities: * Training and professional development

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

As a Virtual Financial Advisor, you'll play a vital role in delivering meaningful financial ... training and connect with your colleagues virtually, with occasional opportunities for in-person ...

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Financial Advisor In Training information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do financial advisor in training jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor in training 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 financial advisor in training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a financial advisor in training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.

What are the key skills and qualifications needed to thrive as a financial advisor in training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are popular job titles related to Financial Advisor In Training jobs in Oregon?

For Financial Advisor In Training jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Financial Advisor In Training jobs in Oregon look for?

The top searched job categories for Financial Advisor In Training jobs in Oregon are:

Financial Advisor In Training jobs near you
Infographic showing various Financial Advisor In Training job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 19% Part Time, and 1% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% 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 • On-site

Full-time

Medical, Life, Retirement

Re-posted 7 days ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

84th of 154 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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