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Senior Financial Advisor Jobs in Oregon (NOW HIRING)

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Wealth Enhancement Group

Financial Advisor

Salem, OR

$100K - $130K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

PacifiCorp

Sr. Benefits Financial Advisor

Portland, OR · On-site

Serve as Human Resource Lead on PacifiCorp finance matters. * Manage 401(k) plan administrator and retirement plan actuaries * Develop analysis and recommendations for senior management through ...

PacifiCorp

Sr. Benefits Financial Advisor

Portland, OR · On-site

Serve as Human Resource Lead on PacifiCorp finance matters. * Manage 401(k) plan administrator and retirement plan actuaries * Develop analysis and recommendations for senior management through ...

Current

Senior Wealth Advisor

Portland, OR · On-site

Experienced Financial Advisor - Bring and Grow Your Book Location: We are currently prioritizing ... Collaborate with other senior advisors and firm leadership * Participate in mentorship, business ...

DLF

Senior Financial Analyst

Albany, OR · On-site

$83K - $104K/yr

Conduct variance analysis and provide actionable commentary for senior management. * Develop ... Act as trusted advisor to commercial leaders, translating financial insights into strategic ...

DLF

Senior Financial Analyst

Albany, OR · Hybrid

$83K - $104K/yr

Conduct variance analysis and provide actionable commentary for senior management. * Develop ... Act as trusted advisor to commercial leaders, translating financial insights into strategic ...

Franklintempleton

Senior Advisor Consultant, Edward Jones

OR · On-site +1

$136K - $136K/yr

Senior Advisor Consultant, Edward Jones At Franklin Templeton, everything we do is focused on one ... Grow FT assets under care (AUC) by supporting Edward Jones Financial Advisors in gathering net new ...

Deschutes County, OR

Chief Financial Officer

Bend, OR · On-site

$13K - $17K/mo

The CFO: * Serves as a key financial advisor to the County Administrator, Board of County ... Yes, in a senior finance leadership role below deputy/assistant level. * No public-sector senior ...

Now CFO

Chief Financial Officer

Portland, OR · On-site

$170K - $185K/yr

Serve as a strategic CFO advisor to business owners and executive teams * Lead budgeting ... Senior financial leadership experience as a CFO, VP of Finance, Director of Finance, Controller, or ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Oregon

Senior Financial Advisor information

See Oregon salary details

$73.5K

$140.8K

$222K

How much do senior financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for senior financial advisor in Oregon is $140,790.00, according to ZipRecruiter salary data. Most workers in this role earn between $118,400.00 and $155,900.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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

The most popular types of Financial Advisor jobs in Oregon are:

What cities in Oregon are hiring for Senior Financial Advisor jobs?

Cities in Oregon with the most Senior Financial Advisor job openings:

Senior Financial Advisor jobs near you

Director, Financial Planning

Portland, OR • On-site

Edelman Financial Engines, LLC
Finance and Insurance • 1 - 5K employees

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Recommended by parents

Learn more about Edelman Financial Engines, LLCexternal

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 10 days ago

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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