Top 44 Financial consultant Jobs in Albany Or

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Home Loan Consultant - Financial Services Background Preferred
Generations Home Loans —Albany, OR
- $75,000 - $300,000 a year
- Mid-level
- Business development
7d
Wealth Management Trainee (OR)
Bankers Life —Salem, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Consultant , Financial Advisor
WealthBridge Financial Group —Salem, OR
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Business (Accounting, Management, Office Administration) Instructor
Chemeketa Community College —Salem, OR
- $69,236 a year
- Weekends as needed
- Hybrid work
- Classroom
- Spanish
- Microsoft Excel
- Health savings account
- Disability insurance
7d
Financial Advisor
Wealth Enhancement Group —Salem, OR
- $100,000 - $130,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Advisor
Maps Credit Union —Salem, OR
- Full-time
- Computer literacy
- Office
- Business development
- Wellness program
- Health savings account
Quick Apply
Trust Officer
PIONEER TRUST BANK NA —Salem, OR
- Full-time
- Microsoft Excel
- Office
- Finance
- Profit sharing
- Wellness program
Quick Apply
11d
Managing Director, Financial Advisor
WealthBridge Financial Group —Salem, OR
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Personal Financial Counselor
Ladgov Corporation —Salem, OR
- Full-time
- Mid-level
- Bachelor's degree
- Communication skills
Quick Apply
Relationship Banker - Willamette Valley Market - Salem, OR and Surrounding Areas
JPMorganChase —Salem, OR
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
4d
Financial Services Consultant I
Oregon State Credit Union —Lebanon, OR
- $21 - $23 an hour
- Full-time
- Background check
- Research
- Office
- Paid holidays
- Disability insurance
Quick Apply
4d
Financial Services Consultant I - Floater
Oregon State Credit Union —Philomath, OR
- $21.41 an hour
- Full-time
- Background check
- Spanish
- English
- Travel reimbursement
- Paid holidays
Quick Apply
Insurance Agent - Salem, OR
Horace Mann - Agent Opportunities —Salem, OR
- Mid-level
- Financial services
- 2 years
Quick Apply
2h
Private Client Advisor
Key Investment Services, LLC —Salem, OR
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Associate - West Advisor Group
Thrivent —Salem, OR
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Management Trainee (OR)
Bankers Life —Salem, OR
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
9d

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Home Loan Consultant - Financial Services Background Preferred

Generations Home Loans
Albany, OR

Apply Now

Job Details

$75,000 - $300,000 a year
7 days ago

Qualifications

Business development management
Mortgage lending
Referral-based lead generation
Sales referrals
Loan Originator License
Business development
Sales development
Business development within finance
Banking business development
Client referrals
Community relationship building

Full Job Description

DESCRIPTION:

Generations Home Loans is seeking professionals with a financial services background who are interested in applying their client advisory experience to a home lending role. If you have worked in banking, financial advising, consumer lending, insurance, or a related field, this opportunity offers a path to use your consultative skills in a purchase-focused mortgage environment.

This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community. You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams.

Success in this role requires trust-building, clear communication, and disciplined business development. Your financial services background can help you bring a thoughtful, client-first approach to mortgage consultation while growing a long-term referral-based business.

RESPONSIBILITIES:

What You Will Do

Apply financial services experience to help borrowers evaluate home loan options and make confident financing decisions
Build referral relationships with real estate agents, community contacts, past clients, and financial professionals
Consult with buyers on affordability, loan structure, documentation needs, and next steps in the mortgage process
Coordinate with internal lending teams to support a smooth borrower experience from application through closing
Represent Generations Home Loans as a trusted home financing consultant with a client-first advisory approach

Minimum Qualifications

Active NMLS License in good standing
Experience with purchase-focused residential mortgage origination
Demonstrated ability to consistently generate and maintain agent-based referral business
Currently licensed or eligible for licensing in CA, WA, OR, UT, or ID

COMPENSATION:

Competitive, performance-based compensation designed for producers motivated by growth, autonomy, and the ability to build a long-term book of business. This role is structured for professionals focused on sustained production and relationship-driven success. Compensation may range from $150000 - $300000 yearly or more based on performance and experience.

ABOUT:

Why Generations Home Loans

Defined purchase partnerships with Windermere Real Estate and select leading brokerages across our markets
Dedicated Deal Desk support and a technology platform engineered for speed and consistency
A structured partnership model designed to provide defined expectations, measurable performance standards, and meaningful long-term opportunity

How to Apply

Submit your application online. After applying, you will be redirected to complete our Core Capacities Index (CCI) assessment.

Candidates who complete the assessment and meet qualifications will be contacted for an initial conversation. Applications are reviewed on a rolling basis across all markets.

Apply Now

Refine Your Search

financial consultant jobs in albany or

Home Loan Consultant - Financial Services Background Preferred

Wealth Management Trainee (OR)

Financial Consultant , Financial Advisor

Business (Accounting, Management, Office Administration) Instructor

Financial Advisor

Financial Advisor - Corvallis, OR

Financial Advisor

Trust Officer

Managing Director, Financial Advisor

Personal Financial Counselor

Relationship Banker - Willamette Valley Market - Salem, OR and Surrounding Areas

Financial Services Consultant I

Financial Services Consultant I - Floater

Insurance Agent - Salem, OR

Private Client Advisor

Associate - West Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Financial Coach

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