Top 4839 Senior associate, strategy Jobs in Oregon

Qualified Retirement Plan Advisor
Roehl & Yi Investment Advisors, LLC —Eugene, OR
- $55,000 - $120,000 a year
- Email
- Mid-level
- Presentation skills
- Bachelor's degree
- Health insurance
- 401(k)
Quick Apply
4d
Account Executive
Alliant Systems —Bend, OR
- From $130,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Relocation assistance
- Health insurance
Quick Apply
School Psychologist
Topaz HR —Salem, OR
- $65 - $81 an hour
- Full-time
- School experience
- HIPAA
- Mid-level
- Health insurance
- Dental insurance
Growth Enablement and Launch Specialist
Inizio Engage —Myrtle Point, OR
- $49,000 - $91,000 a year
- Full-time
- Background check
- 5 years
- Mid-level
- Paid parental leave
- Paid holidays
Pain Management Providers (MD, APRN, PA)
DestaHealth —Gresham, OR
- $140,000 - $400,000 a year
- Part-time
- Medicine
- Mid-level
- Surgery
- Relocation assistance
- Health insurance
Quick Apply
7d
Territory Sales Manager
Vacuflo NorthWest LLC —Bend, OR
- $30,000 - $150,000 a year
- Full-time
- Merchandising
- Mid-level
- Driver's License
- Paid training
- Mileage reimbursement
Quick Apply
Marketing Coordinator
INTERLINK COE Networks & Programs —Hillsboro, OR
- $26 - $27 an hour
- Full-time
- Microsoft Excel
- Marketing
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Branch Director - Boys & Girls Club
Boys and Girls Club of Salem —Salem, OR
- From $46,000 a year
- 8 hour shift
- Spanish
- Childcare
- CPR Certification
- Health insurance
- Dental insurance
Quick Apply
9d
Nursing Practice Specialist - Perinatal Care
Oregon Health & Science University —Portland, OR
- $118,809.60 - $201,968.00 a year
- Extended hours
- Nursing
- RN License
- BLS Certification
- Paid parental leave
- Paid holidays
Community Partnerships Manager
Boys and Girls Club of Salem —Salem, OR
- $60,000 - $62,500 a year
- Full-time
- Sales
- Mid-level
- Driver's License
- Health savings account
- Paid holidays
Quick Apply
9d
EH&S Manager
Infiltrator Water Technologies —Sutherlin, OR
- Full-time
- Microsoft Excel
- Physical & Rehabilitation Medicine
- 3 years
- Paid parental leave
- Health savings account
Ecommerce Specialist
TargetPath, LLC —Wilsonville, OR
- Weekends as needed
- Hybrid work
- Background check
- Marketing
- 5 years
- Health savings account
- Paid holidays
Quick Apply
9d
Electrician III
MasTec Communications Group —Clackamas, OR
- $50 an hour
- Full-time
- Construction site
- 5 years
- High school diploma or GED
- Employee stock purchase plan
- Paid holidays
8d
Group Sales Manager
Obie Companies —Corvallis, OR
- Weekends as needed
- Background check
- Mid-level
- Hotel
- Health insurance
- Dental insurance
Quick Apply
Community Manager
Confidential —Portland, OR
- $70,000 - $90,000 a year
- Full-time
- Office
- Travel
- Mentoring
- Health savings account
- Paid holidays
Quick Apply
13d
Mechanical Engineer/Project Manager - West Linn, OR
Systems West Engineers —West Linn, OR
- From $120,000 a year
- Full-time
- 7 years
- System design
- 11+ years
- Relocation assistance
- Health insurance
Quick Apply
Director of Mental Health & Wellness / Clinical Director
Circle of Friends School —Cottage Grove, OR
- $73,000 - $91,500 a year
- Full-time
- Bilingual
- Background check
- LMFT
- Wellness program
- Health insurance
Quick Apply
Development Director
HIV Alliance —Eugene, OR
- $75,192 - $84,468 a year
- Weekends as needed
- Current TB test
- Writing skills
- Mid-level
Head of Sales
BareBits —Eugene, OR
- $24 - $55 an hour
- Part-time
- Background check
- Mid-level
- US work authorization
- Flexible schedule
Quick Apply
23h
Outreach Coordinator
MountainStar Family Relief Nursery —Prineville, OR
- From $22 an hour
- Weekends as needed
- Background check
- Spanish
- Clean driving record
- Paid holidays
- Disability insurance
Quick Apply

I want to receive the latest job alert for senior associate, strategy in oregon

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

senior associate, strategy jobs near oregon

Qualified Retirement Plan Advisor

Roehl & Yi Investment Advisors, LLC
Eugene, OR

Quick Apply

Job Details

Full-time
$55,000 - $120,000 a year
4 days ago

Benefits

Health insurance
401(k)
Paid time off
Opportunities for advancement

Qualifications

Teamwork
CFP
Interpersonal skills
Presentation skills
Bachelor's degree
Attention to detail
Financial services
ChFC (Chartered Financial Consultant)
Series 65
Chartered Retirement Plans Specialist (CRPS)

Full Job Description

Are you a licensed financial professional with a passion for retirement planning and client service? Roehl & Yi Investment Advisors, LLC is seeking a Qualified Retirement Plan Advisor to join our growing team. Based in Eugene, OR, our independent wealth management and investment consulting firm serves high-net-worth families, retirement plans, endowments, and foundations throughout the Pacific Northwest and beyond.

Why Join Us?

At Roehl & Yi, we believe in financial clarity, retirement readiness, and long-term relationships built on trust and integrity. We offer a collaborative, professional environment that values creativity, diversity, and work/life balance. Our team is committed to making a meaningful impact—for our clients and our community.

What You’ll Do:

Serve as a dedicated advisor to a block of retirement plan clients and their participants.
Conduct individual retirement consultations, plan education sessions, and group seminars.
Support participants with retirement readiness, including investment education and distribution/rollover guidance.
Partner with plan sponsors, TPAs, and recordkeepers to ensure effective plan design, onboarding, and service.
Drive plan engagement and participation through targeted strategies and thoughtful communication.
Collaborate with internal teams to obtain plan quotes and deliver plan comparisons to prospects.

What We’re Looking For:

Experience: Minimum 2 years in financial services or experience with qualified retirement plans.
Education: Bachelor's degree required; Chartered Retirement Plans Specialist (CRPS®) or willingness to obtain within 12 months; Additional certification (e.g. CFP® or ChFC®) encouraged by not required; Series 65 license required.
Skills: Excellent presentation and communication skills, strong interpersonal skills and attention to detail.
Mindset: achievement-oriented for plan metrics, engaging personality in group settings and one-on-one, relationship builder with excellent client service and trust, and eager to grow within a collaborative team.

What We Offer:

Competitive compensation and a comprehensive benefits package.
A clear path for career development, with opportunities to advance into leadership roles, and ownership.
A professional, supportive, and growth-oriented work environment.

Ready to Advance Your Career?

We’d love to hear from you! Email your resume and cover letter to [email protected], and include “Advisor Position” in the subject line.

Join Roehl & Yi Investment Advisors, where your expertise and ambition can flourish in a firm committed to excellence and growth.

Pay: $55,000.00 - $120,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Do you have, or are you willing to obtain a Chartered Retirement Plans Specialist (CRPS®).

Education:

Bachelor's (Required)

Experience:

financial services or qualifies retirement plans: 2 years (Required)

License/Certification:

Series 65 (Required)

Location:

Eugene, OR 97401 (Required)

Ability to Relocate:

Eugene, OR 97401: Relocate before starting work (Required)

Work Location: In person

Quick Apply

Refine Your Search

senior associate, strategy jobs in oregon

Qualified Retirement Plan Advisor

Account Executive

School Psychologist

Growth Enablement and Launch Specialist

Pain Management Providers (MD, APRN, PA)

Territory Sales Manager

Marketing Coordinator

Branch Director - Boys & Girls Club

Nursing Practice Specialist - Perinatal Care

Community Partnerships Manager

EH&S Manager

Ecommerce Specialist

Electrician III

Group Sales Manager

Community Manager

Mechanical Engineer/Project Manager - West Linn, OR

Director of Mental Health & Wellness / Clinical Director

Development Director

Head of Sales

Outreach Coordinator

I want to receive the latest job alert for senior associate, strategy in oregon

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected