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Manager Ria Firm Jobs in Oregon (NOW HIRING)

Mercer Advisors

OR

$29 - $34/hr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Mercer Advisors

Tax Associate (Bend, OR)

Bend, OR · Hybrid

$70K - $95K/yr

... managed by a single team. We deliver the kind of comprehensive care once reserved for only the ... Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ...

Advisors Asset Management

Maintain and expand financial advisor relationships, especially in the RIA, wirehouse and private ... The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$90K - $110K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... Series 65 (RIA Only) * Insurance Licenses * 4+ years of experience within the wealth management ...

Aprio

Wealth Advisor

Portland, OR · On-site +1

$150K - $250K/yr

CFP designation, or working towards it. * 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm. * The series 65 license is required for the position; however ...

Cresset Capital

ASSOCIATE, SENIOR ACCOUNTANT

Bend, OR · On-site

$80K - $90K/yr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

Cresset Capital

ASSOCIATE, SENIOR ACCOUNTANT

Bend, OR

$80K - $90K/yr

About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning ... Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR · Hybrid

$80K - $105K/yr

Why Aldrich Wealth Aldrich Wealth is an independent registered investment advisor (RIA) where ... under management, we offer the strength and stability of an established firm along with the ...

People also search for

All JobsManager Ria Firm JobsManager Ria Firm Jobs in Oregon

Manager Ria Firm information

What is the difference between Manager Ria Firm vs Financial Advisor?

AspectManager Ria FirmFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses, CFP certification often preferredSeries 7, 66, or 65 licenses, CFP certification common
Work EnvironmentManages firm operations, oversees advisors, complianceProvides personalized financial planning and investment advice
Employer & IndustryRia firms, financial services industryIndependent or firm-based financial advisory firms

While both roles require similar licenses and certifications, a Manager Ria Firm oversees the firm's operations and compliance, whereas a Financial Advisor focuses on client financial planning and investment advice. The Manager Ria Firm role is more managerial and administrative, while the Financial Advisor role is client-facing and advisory-focused.

What are the most commonly searched types of Ria Firm jobs in Oregon? The most popular types of Ria Firm jobs in Oregon are:
What cities in Oregon are hiring for Manager Ria Firm jobs? Cities in Oregon with the most Manager Ria Firm job openings:
Manager Ria Firm jobs near you
Legal Assistant (Estate Planning Service Specialist)

Legal Assistant (Estate Planning Service Specialist)

Mercer Advisors

$29 - $34/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

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 31,300 families across 90+ 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 Estate Planning Service Specialist works within the Estate Planning team at Mercer Advisors and is responsible for supporting estate planning strategists and clients throughout the estate planning process. The Estate Planning Service Specialist must be organized and enjoy the challenges of contributing to a fast-paced legal team. Attention to detail, as well as professional verbal and written communications skills, are a must. The ideal candidate should be resourceful, proactive, and efficient when completing time-sensitive tasks and projects.

Essential Job Functions for this role include:

  • Drafting various correspondence to wealth management teams and clients
  • Following best practices for group, client, and advisor interaction
  • General administrative tasks and other duties, as needed
  • Supporting an estate planning strategist throughout the estate planning process; including acting as a primary point of contact for clients, managing correspondence with clients, administering calendar management for a strategist, scheduling meetings, and answering phones
  • Supporting maintaining estate planning documents and estate planning reviews as a liaison with estate planning specialists, wealth management teams, and clients
  • Maintaining client files, including preparing and finalizing notes for meetings

Knowledge, Skills, and Abilities:

  • High school diploma or equivalent
  • Some experience in a legal setting, law firm or in-house, preferred
  • Outstanding work ethic with a self-starter attitude, ability to perform under pressure, meet deadlines, prioritize and deliver multiple tasks on time
  • Outstanding communication and organizational skills
  • Proficiency with MS Word, Excel, Adobe and Outlook
  • Able to maintain confidentiality with all matters
  • Have a "can-do" positive attitude and enjoy being part of a team
  • Ability to prioritize and multi-task in a busy environment

Work Schedule:

This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.

All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.

Working Conditions:

This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.

Application Deadline: The initial deadline for applications is 5/21/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$29—$34 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