Top 183 Personal Financial Advisors Jobs in Portland, OR

Trust Administration Paralegal
BolyːWelch —Portland, OR
- $75,000 - $95,000 a year
- Senior level
- Health insurance
- Dental insurance
Financial Advisor
WestPac Wealth Partners —Lake Oswego, OR
- $102,162 - $200,000 a year
- Choose your own hours
- Sales
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Edward Jones —Portland, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Advisor
Edward Jones —Hillsboro, OR
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Portland, OR
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
People Partner Graphics Solutions Business
HP —Vancouver, WA
- $116,150 - $182,400 a year
- Full-time
- Writing skills
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Paid holidays
8d
Public Works Strategic Communications Specialist
City of Vancouver —Vancouver, WA
- $7,339 - $11,010 a month
- Full-time
- Marketing
- Customer service
- 5 years
Graphic Designer & Communications Coordinator
JLA Public Involvement —Portland, OR
- $30 - $45 an hour
- Part-time
- Hybrid work
- Mid-level
- Office
- JavaScript
- Paid holidays
- Health insurance
Quick Apply
11d
Associate Financial Advisor
Edward Jones —Milwaukie, OR
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
2d
Academic and Career Advisor
Portland State University —Portland, OR
- $58,596 - $59,172 a year
- Weekends as needed
- Background check
- Bachelor of Science
- Mid-level
- Health insurance
4h
Client Service Specialist
Focus Partners Wealth —Portland, OR
- $70,000 - $75,000 a year
- Remote
- Research
- Mid-level
- Organizational skills
Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)
Law Offices of Nay & Friedenberg LLC —Portland, OR
- Full-time
- Mid-level
- 3 years
- US work authorization
- Free parking
- Profit sharing
Quick Apply
Insurance Agent - Book Opportunity - Beaverton, OR
COUNTRY Financial —Beaverton, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Oregon City, OR
COUNTRY Financial —Oregon City, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Portland, OR
COUNTRY Financial —Portland, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Diesel Application Engineer - Corporate
Rogers Machinery Company Inc —Portland, OR
- $95,000 - $125,000 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Disability insurance
Registered Branch Associate
Edward Jones —Tigard, OR
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Insurance Agent - Book Opportunity - Happy Valley, OR
COUNTRY Financial —Happy Valley, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Hillsboro, OR
COUNTRY Financial —Hillsboro, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree

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Personal Financial Advisors jobs near Portland, OR

Trust Administration Paralegal

BolyːWelch -
Portland, OR

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Job Details

$75,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Work from home
Vision insurance
401(k) matching

Qualifications

Document viewing software
Adobe Acrobat

Full Job Description

Job Number: 32550

Salary: $75K-$95K DOE

Industry: Legal

Must Haves:

5-15+ years of paralegal experience, preferably in estate planning and trust administration
Proficiency in Microsoft Office, Adobe Acrobat, and document management software
Experience with Form 706 tax returns is a plus
Knowledge of federal, state, and appellate court rules and procedures strongly preferred

Your New Role:

This established law firm has been a fixture in the Pacific Northwest legal world for nearly a century. They’re in the market for an experienced Trust Administration Paralegal to support a partner known for their exceptional client service and subject matter expertise.

In collaboration with a strong team of paralegals and legal assistants, you’ll handle a variety of trust administration matters. This will include drafting correspondence, deeds, and other trust-related documents; gathering information from clients and financial institutions; and tracking progress and compliance for trust funding. Additionally, you will track your billable hours and maintain trust schedules.

Your attention to detail and accuracy will be essential, and your team will appreciate your upbeat disposition and willingness to help others.

This is a primarily in-office role. However, the firm prioritizes trust and autonomy and offers the flexibility to work from home when necessary.

Your New Organization:

If you’re seeking an organization that promotes wellness, sustainability, and encourages employees to maintain a work-life balance, you’ll be right at home in this supportive and collaborative environment. Building personal relationships with clients is the cornerstone of this practice, so you will enjoy a friendly atmosphere that puts people first.

Benefits include medical, dental, and vision insurance with a stipend to cover insurance costs; 401(k) plus match; paid time off; and a transit subsidy.

Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity.

Interested in seeing more positions like this?

Please Note

Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role.

We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application!

Local candidates are strongly encouraged to apply!

#LEG0622

Apply Now

Refine Your Search

Personal Financial Advisors jobs in Portland, OR

Trust Administration Paralegal

Financial Advisor

Financial Advisor

Financial Advisor

Virtual Personal Banker

People Partner Graphics Solutions Business

Public Works Strategic Communications Specialist

Graphic Designer & Communications Coordinator

Associate Financial Advisor

Academic and Career Advisor

Client Service Specialist

Estate Planning Attorney (3 years of Advanced Estate and Tax Planning Experience)

Insurance Agent - Book Opportunity - Beaverton, OR

Insurance Agent - Book Opportunity - Oregon City, OR

Insurance Agent - Portland, OR

Diesel Application Engineer - Corporate

Registered Branch Associate

Insurance Agent - Book Opportunity - Happy Valley, OR

Insurance Agent - Tualatin, OR

Insurance Agent - Hillsboro, OR

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