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Forbes Advisor Jobs in Oregon (NOW HIRING)

Cresta

OR · On-site

... Forbes and Bain Consulting as one of the top private AI companies in the world. Join us on this ... advisors including Andreessen Horowitz, Greylock Partners, Sequoia, and former AT&T CEO John ...

PointClickCare

OR · Hybrid

Recognized by Forbes as a top private cloud company and honored as one of Canada's Most Admired ... Act as a subject matter expert and trusted advisor to Data Owners, Data Stewards, technical teams ...

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All JobsForbes Advisor JobsForbes Advisor Jobs in Oregon

Forbes Advisor information

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$12

$27

$48

How much do forbes advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for forbes advisor in Oregon is $27.42, according to ZipRecruiter salary data. Most workers in this role earn between $19.57 and $31.54 per hour, depending on experience, location, and employer.

What are some common challenges faced by a Forbes Advisor and how can they be navigated effectively?

Forbes Advisors often face the challenge of staying up-to-date with rapidly changing financial markets and regulations, which requires continuous learning and adaptability. Another common challenge is distilling complex financial information into clear, actionable advice for a diverse audience. Successful Advisors develop strong research and communication skills, collaborate closely with editorial, legal, and data teams, and leverage digital tools to enhance their analyses. Building a network within the organization also helps in staying informed and sharing best practices.

What is the difference between Forbes Advisor vs Financial Advisor?

AspectForbes AdvisorFinancial Advisor
CredentialsTypically no specific credentials required for content creation or adviceOften requires certifications like CFP, CFA, or ChFC
Work EnvironmentOnline platform, media, or consultingFinancial firms, banks, or independent practice
Industry UsagePublished financial advice, reviews, and guidancePersonalized financial planning and investment management
Search IntentComparing financial advice sources, learning about financeSeeking personalized financial planning or investment advice

While Forbes Advisor provides general financial advice, reviews, and guidance often created by finance experts, a Financial Advisor offers personalized financial planning and investment management services, often requiring professional certifications. Both serve different purposes but are key resources in the finance industry.

What are the key skills and qualifications needed to thrive as a Forbes Advisor?

To thrive as a Forbes Advisor, you need strong expertise in financial analysis, journalism, and content creation, often supported by a degree in finance, economics, or communications. Familiarity with content management systems, financial data platforms, and SEO tools is typically required. Excellent research, communication, and critical thinking skills help create authoritative and accessible financial guidance. These abilities ensure the delivery of accurate, trustworthy advice that meets the needs of a broad audience and upholds Forbes' reputation.
What are popular job titles related to Forbes Advisor jobs in Oregon? For Forbes Advisor jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Forbes Advisor jobs in Oregon look for? The top searched job categories for Forbes Advisor jobs in Oregon are:
What cities in Oregon are hiring for Forbes Advisor jobs? Cities in Oregon with the most Forbes Advisor job openings:
Forbes Advisor jobs near you
Infographic showing various Forbes Advisor job openings in Oregon as of August 2026, with employment types broken down into 77% Full Time, 21% Part Time, and 2% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $57,031 per year, or $27.4 per hour.

Wealth Advisor - Mechanics Bank

LPL Financial Holdings, Inc.

Portland, OR • On-site

$68K - $80K/yr

Full-time

Re-posted 5 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated in Forbes as one of America's Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients. Mechanics Bank now provides a broader, more convenient network of branches throughout California, the Pacific Northwest and Hawaii.
This role will require the employee to work on-site at the local bank branch located in Portland, OR, Lake Oswego, OR or Vancouver, WA.
Job Overview:
A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches.
Responsibilities:
  • Utilizing a consultative, holistic approach, sales process, and assessment tools where appropriate.
  • Providing comprehensive, needs-based financial solutions to clients by offering a range of investment/insurance solutions
  • Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet client needs and objectives.
  • Employing ethical business practices to ensure full compliance of regulatory, broker dealer and institution requirements
  • Delivering a high quality customer service experience during each customer interaction
  • Building strong relationships with retail branch staff, supporting and motivating their referral efforts. Developing a complete understanding of the core institution products to support cross- selling opportunities and to generate referrals back to the institution where appropriate
  • Meet or exceed established sales goals for assigned territory while ensuring compliance with policies, procedures and regulations governing products and services.

What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
Requirements:
  • High school diploma or equivalent (Bachelor's Degree Preferred)
  • Minimum of two (2) years investment sales experience (preferably in a financial institution)
  • Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66
  • Registration (If required by the state of hire. If required by state of hire and not active, must acquire within the first six months of hire)
  • Computer literate with proficiency in Microsoft Office product suite, including Power Point and applications specific to the broker dealer

Preferences:
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results
  • Broad knowledge of characteristics and needs of clients and partners within the bank- based investment market space
  • Excellent knowledge of investment/insurance products and financial planning

Core Competencies:
  • Strong self-motivation and ability to work independently
  • Excellent verbal, written and interpersonal communication skills
  • Possess strong organization skills
  • Excellent customer service and business focus with a great attention to detail
  • Effective research and analysis skills

#LI-Onsite
Pay Range:$68,640 - $80,000
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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