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Financial Advisor Trainee Jobs in Portland, OR (NOW HIRING)

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 team to help clients achieve their financial goals, provide client service that exceeds the client ...

Bankers Life

Financial Advisor

Portland, OR · On-site

Bankers Life ® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Portland, OR

Financial Advisor Trainee information

See Portland, OR salary details

$33.4K

$51.4K

$73.7K

How much do financial advisor trainee jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial advisor trainee in Portland, OR is $51,363.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,100.00 and $55,100.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

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

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
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The most popular types of Financial Advisor jobs in Portland, OR are:

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For Financial Advisor Trainee jobs in Portland, OR, the most frequently searched job titles are:

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The top searched job categories for Financial Advisor Trainee jobs in Portland, OR are:

What cities near Portland, OR are hiring for Financial Advisor Trainee jobs?

Cities near Portland, OR with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Portland, OR as of August 2026, with employment types broken down into 88% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,363 per year, or $24.7 per hour.

Voya Financial Advisor Portland

Voya Financial

Portland, OR • On-site

Full-time

Medical, Life, Retirement

Posted 21 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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