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Investment Advisor Associate Jobs in Portland, OR

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

... investment advising, and 401(k) management with a direct approach to financial planning. Allworth ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

... investment advising, and 401(k) management with a direct approach to financial planning. Allworth ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

TRC Talent Solutions

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

... investment advising, and 401(k) management with a direct approach to financial planning. Allworth ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Foresters Financial

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera Financial Group

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

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All JobsInvestment Advisor Associate JobsInvestment Advisor Associate Jobs in Portland, OR

Investment Advisor Associate information

See Portland, OR salary details

$40.8K

$71.2K

$119.3K

How much do investment advisor associate jobs pay per year?

As of Aug 21, 2026, the average yearly pay for investment advisor associate in Portland, OR is $71,220.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $87,500.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

What are the key skills and qualifications needed to thrive as an investment advisor associate, and why are they important?

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

What is the difference between Investment Advisor Associate vs Financial Advisor?

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are the most commonly searched types of Investment Advisor jobs in Portland, OR?

The most popular types of Investment Advisor jobs in Portland, OR are:

What are popular job titles related to Investment Advisor Associate jobs in Portland, OR?

For Investment Advisor Associate jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Portland, OR look for?

The top searched job categories for Investment Advisor Associate jobs in Portland, OR are:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $71,220 per year, or $34.2 per hour.

Client Service Associate

Coldstream Wealth Management

Portland, OR • On-site

$15.25 - $21.25/hr

Full-time

Posted 28 days ago

Job description

If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

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