Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment ...
Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment ...
Partner, Senior Wealth Advisor
Portland, OR · On-site
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... They are supported by a sophisticated technology platform and a team of experts in portfolio ...
Quick apply
Partner, Senior Wealth Advisor
Portland, OR · On-site
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... They are supported by a sophisticated technology platform and a team of experts in portfolio ...
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... They're supported by a sophisticated technology platform and a team of experts in portfolio ...
Quick apply
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families ... They're supported by a sophisticated technology platform and a team of experts in portfolio ...
The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the ... They are supported by a sophisticated technology platform and a team of experts in portfolio ...
The Partner, Sr. Wealth Advisor works in a client-focused, team-centered environment to support the ... They are supported by a sophisticated technology platform and a team of experts in portfolio ...
Technology and systems to enable you to efficiently manage your clients financial information and ... Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors ...
Technology and systems to enable you to efficiently manage your clients financial information and ... Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors ...
Senior Wealth Advisor
Portland, OR · On-site
$150K - $600K/yr
Leverage centralized operational, compliance, and technology resources Who This Is For * Financial ... Advisors motivated by better economics, autonomy, and long-term upside * Collaborative ...
Quick apply
Senior Wealth Advisor
Portland, OR · On-site
$150K - $600K/yr
Leverage centralized operational, compliance, and technology resources Who This Is For * Financial ... Advisors motivated by better economics, autonomy, and long-term upside * Collaborative ...
The Wealth Advisor focuses on deepening relationships with an established base of clients and ... They're supported by a sophisticated technology platform and a team of experts in portfolio ...
The Wealth Advisor focuses on deepening relationships with an established base of clients and ... They're supported by a sophisticated technology platform and a team of experts in portfolio ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Service Advisor
Gresham, OR · On-site
The responsibilities of a Service Advisor include greeting customers, listening to their needs, and ... Ability to learn new technology and repair and service procedures and specifications * Minimum of 1 ...
Project Executive- Healthcare (ID # 559)
$170K - $190K/yr
Role Boundaries Our Client serves as a technology advisor and integration leader, not the installing contractor. The Project Executive will provide leadership, technical oversight, coordination, risk ...
Quick apply
Project Executive- Healthcare (ID # 559)
$170K - $190K/yr
Role Boundaries Our Client serves as a technology advisor and integration leader, not the installing contractor. The Project Executive will provide leadership, technical oversight, coordination, risk ...
Financial Advisor
$110K - $130K/yr
Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the ...
Financial Advisor
$110K - $130K/yr
Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the ...
Financial Advisor
Clackamas, OR · On-site
$110K - $130K/yr
Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the ...
Financial Advisor
Clackamas, OR · On-site
$110K - $130K/yr
Placing trades and account management Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology Adherence to the ...
Financial Advisor Series 7, 65 or 66
Portland, OR · Remote
$100K - $300K/yr
We are dedicated to providing our advisors and their clients with exceptional service and ... In-house CIO * Top Tier Clearing, Custody and Technology * Highly Competitive Payouts (80% to 90 ...
Quick apply
Financial Advisor Series 7, 65 or 66
Portland, OR · Remote
$100K - $300K/yr
We are dedicated to providing our advisors and their clients with exceptional service and ... In-house CIO * Top Tier Clearing, Custody and Technology * Highly Competitive Payouts (80% to 90 ...
Voya Financial Advisor Portland
Portland, OR · On-site
Technology and systems to enable you to efficiently manage your clients financial information and ... Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors ...
Voya Financial Advisor Portland
Portland, OR · On-site
Technology and systems to enable you to efficiently manage your clients financial information and ... Advisors, Inc. (member SIPC). #Voya #Securities #investment #advisory #Financial #Advisors ...
Investment Advisor, CFP
Portland, OR · Hybrid
$100K - $150K/yr
Description Investment Advisor, CFP Location: Portland, OR (Downtown Office) Schedule: Full-Time | ... Contribute ideas and participate actively in a highly collaborative office culture Technology ...
Investment Advisor, CFP
Portland, OR · Hybrid
$100K - $150K/yr
Description Investment Advisor, CFP Location: Portland, OR (Downtown Office) Schedule: Full-Time | ... Contribute ideas and participate actively in a highly collaborative office culture Technology ...
Brand Advisor - Portland OR
Portland, OR · On-site
$24 - $28/hr
Brand Advisor - Portland OR Department: Field Sales Employment Type: Part Time Location: Portland ... Technology skills: video calls, phone calls, smart phone apps * Must have a working smartphone
Brand Advisor - Portland OR
Portland, OR · On-site
$24 - $28/hr
Brand Advisor - Portland OR Department: Field Sales Employment Type: Part Time Location: Portland ... Technology skills: video calls, phone calls, smart phone apps * Must have a working smartphone
Automotive Service Advisor
Gresham, OR · On-site
$26 - $28/hr
At Gills Point S , we're looking for an experienced Service Advisor II who combines strong ... Technical or vocational training in automotive technology is a plus. ? Strong knowledge of tires ...
Automotive Service Advisor
Gresham, OR · On-site
$26 - $28/hr
At Gills Point S , we're looking for an experienced Service Advisor II who combines strong ... Technical or vocational training in automotive technology is a plus. ? Strong knowledge of tires ...
Brand Advisor - Portland OR
$24 - $28/hr
Description As a Headkount Brand Advisor, you'll be responsible for building lasting relationships ... Technology skills: video calls, phone calls, smart phone apps * Must have a working smartphone
Quick apply
Brand Advisor - Portland OR
$24 - $28/hr
Description As a Headkount Brand Advisor, you'll be responsible for building lasting relationships ... Technology skills: video calls, phone calls, smart phone apps * Must have a working smartphone
Tech Advisor information
See Portland, OR salary details
$12.72 - $15.94
6% of jobs
$15.94 - $19.15
15% of jobs
$19.82 is the 25th percentile. Wages below this are outliers.
$19.15 - $22.37
19% of jobs
The median wage is $24.41 / hr.
$22.37 - $25.58
16% of jobs
$25.58 - $28.80
15% of jobs
$30.17 is the 75th percentile. Wages above this are outliers.
$28.80 - $32.02
11% of jobs
$32.02 - $35.23
7% of jobs
$35.23 - $38.45
5% of jobs
$38.45 - $41.66
2% of jobs
$41.66 - $44.88
2% of jobs
$44.88 - $48.09
2% of jobs
$12
$27
$48
How much do tech advisor jobs pay per hour?
What is a tech advisor?
A Tech Advisor is a professional who provides expert guidance on technology-related matters, helping businesses or individuals make informed decisions. They assess technical needs, recommend solutions, and support the implementation of hardware, software, or IT strategies. Tech Advisors often stay updated on emerging trends to ensure clients use the most effective and secure technologies. Their role can span various industries, from IT consulting firms to corporate in-house teams.
What are the typical daily responsibilities of a tech advisor?
A Tech Advisor's daily responsibilities often include assessing clients' technical needs, providing expert guidance on technology solutions, troubleshooting technical issues, and supporting system implementations or upgrades. They regularly collaborate with other IT professionals, management, and end-users to develop strategies for optimizing technology use within an organization. Tech Advisors may also conduct training sessions, stay updated on emerging tech trends, and create documentation or reports. This variety ensures each day brings new challenges and opportunities to make a meaningful impact.
What are the key skills and qualifications needed to thrive in the tech advisor position, and why are they important?
To thrive as a Tech Advisor, you need strong analytical abilities, up-to-date technical knowledge, and problem-solving skills, often supported by a degree in computer science, information technology, or related fields. Familiarity with industry-standard platforms such as Microsoft 365, cloud services, CRM systems, and relevant certifications (like CompTIA, AWS, or Cisco) is frequently expected. Excellent communication, active listening, and relationship-building are standout soft skills in this role. These competencies enable Tech Advisors to deliver effective solutions, support clients or teams, and keep pace with rapid technological changes.
How much do tech advisors make?
What does a tech advisor do?
What are popular job titles related to Tech Advisor jobs in Portland, OR?
For Tech Advisor jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Tech Advisor jobs in Portland, OR look for?
The top searched job categories for Tech Advisor jobs in Portland, OR are:

$36K/mo
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 18 days ago
Job description
Description
The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with members to deliver personalized, goals-based financial advice across investment, retirement and insurance solutions. This role offers a unique opportunity to inherit and grow an established book of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth.
Advisors in this role may operate standalone or as part of collaborative team, leveraging the scale of First Tech’s member base and referral ecosystem. The position is supported by a robust platform through Raymond James Financial Services, providing access to industry-leading investment solutions, planning tools and operational infrastructure.
Here’s what you can expect from the job and what you need to be successful:
What You'll Do:
- Assist members and prospects with information, products offered and procedures to implement an investment program
- Maintain member files and records to comply with the requirements of Financial Industry Regulatory Authority (FINRA), Office of Supervisory Jurisdiction (OSJ) and Insurance Agency (Agency) regulators
- Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any member needs or services
- Coordinate, conduct, and maintain approved promotional campaigns for Addison Avenue as needed and/or appropriate promotional campaigns specific to the unique or unusual needs of the Experience Centre
- Keep informed of current success of investment products offered and of new products being made available through our broker/dealer, Raymond James Financial Services, Inc.
- Prepare all new business for submission to Raymond James for processing, using standard OSJ procedures
Essential Skills:
- Minimum Education: High School Diploma, with CFP designation preferred
- Minimum of 5 years’ experience with the sale and delivery of personal investment products and services, with the proven ability to act as a trusted advisor and advocate
- Experience working in a bank or credit union environment preferred
- Exceptional interpersonal skills to engage with internal and external business partners
- Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
- Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience
- Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
- Ability to handle multiple tasks simultaneously while maintaining a high level of organization, accuracy, and efficiency
- Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances
- Ability to assess individual client needs and foster strong relationships
- Proficiency with basic to complex mathematical calculations
- Working knowledge of Microsoft Office Suite and financial planning software
- Exposure to a CRM such as Salesforce or Microsoft Dynamics is preferred
- Certification/License: Series 7, 63, 65/66 FINRA licenses, Life & Disability Insurance license required; CFP preferred
- Clean U-4
Location: Based out of the Cornell Experience Center OR Cedar Hills Experience Center | Beaverton/Hillsboro, OR
Target Compensation in Oregon: $72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production)
Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.
About First Tech Federal Credit Union
Sourced by ZipRecruiter
Industry
Utilities and finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Jose, CA, US