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Senior Financial Advisor Jobs in Remote, OR (NOW HIRING)

Platform Accounting

Senior Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of ... Advise clients on issues related to tax, finance & business practices. * Identify, research, and ...

Platform Accounting Group

Senior Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of ... Advise clients on issues related to tax, finance & business practices. * Identify, research, and ...

PT&C Group LLC

Senior Tax Advisor

Roseburg, OR · On-site

  • Medical

  • Retirement

As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of ... Advise clients on issues related to tax, finance & business practices. * Identify, research, and ...

Lumen Technologies

Senior Lead Monetization Analyst

OR · Remote

  • Medical

  • Life

You will lead advanced analytics, financial modeling, and strategic recommendations that inform ... advising stakeholders on best practices, tradeoffs, risks, and scalable commercialization ...

Lumen Technologies

Sr Technical Project Manager

OR · Remote

$113K - $155K/yr

  • Medical

  • Life

Serve as a trusted operational advisor to internal partners, providing clarity, structure, and ... Background working closely with Sales, Operations, Finance, Legal, and Delivery teams * Familiarity ...

Embarc Advisors

Content Marketing Specialist

OR · On-site +1

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a ... You will work with senior staff, mine their experience for insights, and translate technical ...

Embarc Advisors

Content Marketing Specialist

Myrtle Point, OR · Remote

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • PTO

... Embarc Advisors was built to challenge the traditional extremes of finance careers. We offer a ... You will work with senior staff, mine their experience for insights, and translate technical ...

Sapiens

Value Engineer - Applied AI

OR · On-site +1

Present value insights and AI deployment strategies to senior stakeholders in a compelling and ... advising on them. * Strong analytical and financial modeling skills (ROI, TCO, KPI modeling)

Project Sapiens

Value Engineer - Applied AI

OR · Remote

Present value insights and AI deployment strategies to senior stakeholders in a compelling and ... advising on them. * Strong analytical and financial modeling skills (ROI, TCO, KPI modeling)

Sapiens

Account Executive

OR · On-site +1

In this role, you will serve as a trusted advisor to customers, driving account expansion through ... Working closely with Customer Success, Product, Delivery, Finance, Legal, and Executive Leadership ...

Project Sapiens

Account Executive

OR · Remote

In this role, you will serve as a trusted advisor to customers, driving account expansion through ... Working closely with Customer Success, Product, Delivery, Finance, Legal, and Executive Leadership ...

Project Sapiens

Account Executive, P&C

OR · Remote

In this role, you will serve as a trusted advisor to customers, driving account expansion through ... Working closely with Customer Success, Product, Delivery, Finance, Legal, and Executive Leadership ...

New

Bausch + Lomb

Director, Supply Chain Strategy & Excellence

OR · On-site +1

$170K - $193K/yr

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... advisor in defining and executing the roadmap that delivers breakthrough improvements in service ... Influence senior leaders and stakeholders across functions, regions, and business units to drive ...

All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Remote, OR

Senior Financial Advisor information

See Remote, OR salary details

$69.4K

$133K

$209.8K

How much do senior financial advisor jobs pay per year?

As of Aug 19, 2026, the average yearly pay for senior financial advisor in Remote, OR is $133,030.00, according to ZipRecruiter salary data. Most workers in this role earn between $111,900.00 and $147,400.00 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 Remote, OR?

The most popular types of Financial Advisor jobs in Remote, OR are:

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Remote, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 13% Part Time, and 4% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $133,030 per year, or $64 per hour.

Senior Tax Advisor

Platform Accounting

Roseburg, OR • On-site

Full-time

Medical, Retirement

Re-posted 13 days ago

Job description

Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration. As a Senior Tax Advisor, you will have a unique opportunity to work with a growing team of professionals with the needed expertise to accomplish client goals, while expanding your knowledge and experience across a wide variety of clientele.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
  • Prepare complex individual, business (c-corp, s-corp, partnerships), exempt & fiduciary tax returns.
  • Build, maintain and enhance client relationships.
  • Advise clients on issues related to tax, finance & business practices.
  • Identify, research, and resolve complex tax issues.
  • Support manager with various ad-hoc projects.

What we look for:
  • 3+ years of experience preparing a variety of tax returns
  • Thorough understanding of practices, theories, and policies relating to tax, accounting, and finance
  • Bachelor's Degree Required, Master's Degree Preferred
  • EA or CPA required (or actively working towards licensure)

What we offer:
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • Competitive compensation
  • 401(k) and medical benefits
  • Firm sponsored continuing education

Apply