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General Advisor Jobs in Oregon (NOW HIRING)

Rogers Motors

Service Advisor

Hermiston, OR · On-site

$60K - $110K/yr

Service Advisor initiates automotive services and repairs by ascertaining performance problems and ... Accomplish the forecast that has been established by the general manager and service manager.

Allstate

Licensed Medicare Benefit Advisor

OR · On-site +1

$55K - $100K/yr

Must currently hold an active Life and Health General Lines License in your state of residence The Licensed Medicare Benefit Advisor position is available in all U.S. States except for AK, CA, CO, HI ...

Camping World Holdings, Inc.

Service Advisor

Medford, OR · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...

Camping World Holdings, Inc.

Service Advisor

Hillsboro, OR · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...

Camping World Holdings, Inc.

Service Advisor

Coburg, OR · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...

Camping World

Service Advisor

Bend, OR

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...

Camping World

Service Advisor

Wood Village, OR · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Prolonged periods of standing, stooping, crawling, and bending General Compensation Disclosure The ...

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General Advisor information

Is being a general advisor a stressful job?

The role of a general advisor can involve handling multiple responsibilities and assisting clients or team members, which may lead to periods of stress, especially during busy times or when managing complex issues. However, stress levels vary depending on the work environment, workload, and individual skills in communication and problem-solving.

What degree do you need to be a general advisor?

A general advisor typically does not require a specific degree, but many employers prefer candidates with a bachelor's degree in fields such as business, communications, or related areas. Relevant skills, experience, and certifications can also be important for this role.

What does a general advisor do?

A general advisor provides guidance and support to clients or students across a range of topics, often assessing their needs and offering appropriate solutions or recommendations. They may work in educational, financial, or customer service settings, utilizing communication and problem-solving skills. The role often requires good interpersonal skills and knowledge of relevant policies or procedures.

What cities in Oregon are hiring for General Advisor jobs?

Cities in Oregon with the most General Advisor job openings:

General Advisor jobs near you
Infographic showing various General Advisor job openings in Oregon as of June 2026, with employment types broken down into 1% As Needed, 97% Full Time, and 2% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Wealth Advisor (Portland, OR)

Portland, OR • Hybrid

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

Key responsibilities

  • Partner with clients to identify their financial goals and develop recommendations to achieve them.

  • Communicate complex financial solutions to clients and build long-lasting relationships to ensure client retention.

  • Leverage Mercer Advisors' broad set of solutions, including tax, estate planning, and insurance, to provide comprehensive financial advice.

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. In addition to base salary, this position is also eligible to earn an annual bonus and other incentive compensation.

This position may also be eligible for a comprehensive benefits package, which includes:

  1. Medical, dental, and vision coverage
  2. Life insurance
  3. 401(k) contributions
  4. Health Savings Account (HSA)
  5. Short- and long-term disability
  6. Additional benefits designed to support your health and financial well-being
Base Pay Range
$85,000—$145,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

What Mercer Advisors employees say

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