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Professional Financial Jobs in Oregon (NOW HIRING)

Equitable

Financial Professional Advisor (REMOTE)

OR · On-site +1

$47K/yr

Our Financial Professional Advisor role is designed for individuals who are motivated to build a longterm career in financial services. You will gain handson experience, meaningful client exposure ...

Equitable

Financial Professional - NJ, Secaucus (5247)

OR · On-site +1

$250 - $1.0K/wk

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...

Voya Financial

Voya Financial Advisor Eugene

Eugene, OR · On-site

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 ...

Thrivent Financial

Virtual Financial Advisor - Remote

OR · On-site +1

$21.64 - $28.85/hr

Whether you're a seasoned sales professional or looking for a career change, you could be a successful Virtual Financial Advisor if you're: * Self-disciplined, independent and driven to succeed.

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Oregon?

The most popular types of Financial jobs in Oregon are:

What cities in Oregon are hiring for Professional Financial jobs?

Cities in Oregon with the most Professional Financial job openings:

Professional Financial jobs near you

Financial Professional

New York Life Greater Oregon

Tigard, OR

Full-time

Medical, Life

Re-posted 24 days ago

Job description

We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months.

Job Description

New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using an array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*.

In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager.

Eligibility requirements:

• MBA completion within the previous 24 months

-or-

• Prior management or business owner experience

Preferred but not required to apply:

• Life and Health License

• FINRA registrations; SIE, Series 6 or 7

• Previous sales experience

Why New York Life?

From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and the people in their communities.

Our extensive resources include:

•                 • Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses

• Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group

o Eagle Strategies, a Registered Investment Advisor, for qualifying agents who are also Registered Representatives

o The Nautilus Group for qualifying agents who pay a monthly subscription fee.

• A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs

About New York Life

We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any U.S. life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.

*Securities can only be offered by properly licensed Registered Representatives of NYLIFE Securities LLC (member FINRA/SIPC), a Licensed Insurance Agency

**Source: Individual Third Party Ratings Reports as 9/18/19.

NYLIFE Securities and Eagle Strategies are New York Life companies

New York Life is an equal opportunity employer M/F/Disabled/Veteran/Sexual Orientation/Gender Identity

SMRU 1863221 exp 7/16/22