Top 29 entry level financial advisor Jobs in oregon

Associate Advisor - Servicing Advisor
Willamette Wealth Partners —Eugene, OR
- $70,000 - $85,000 a year
- Full-time
- Microsoft Word
- Background check
- Microsoft Excel
- Health savings account
- Paid holidays
Quick Apply
Financial Advisor/Sales Role (Career Changers Encouraged)
Northwestern Mutual - South Central Oregon —Salem, OR
- $70,000 - $125,000 a year
- Full-time
- Background check
- Sales
- Bachelor of Science
- Paid training
- Health savings account
Quick Apply
Accelerated Path to Management
New York Life —Bend, OR
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Background check
- Management
- Sales
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (OR)
Bankers Life —Eugene, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OR)
Bankers Life —Salem, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor - Sales Training Provided & Career Changers Encouraged
Northwestern Mutual —Portland, OR
- $80,000 - $200,000 a year
- Full-time
- Background check
- Sales
- Military
- Paid training
- Disability insurance
Quick Apply
Wealth Management Trainee (OR)
Bankers Life —Bend, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (OR)
Bankers Life —Portland, OR
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Investment Consultant, Advisory Services
U.S. Bank National Association —Gresham, OR
- $71,400 - $84,000 a year
- Full-time
- Mid-level
- Analysis skills
- Bachelor's degree
- Paid holidays
- Disability insurance
8d
Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center
Bank of America —Sherwood, OR
- Full-time
- Background check
- Office
- Bachelor's degree
Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
Bank of America —Portland, OR
- Full-time
- Background check
- Office
- Bachelor's degree
Wealth Advisor
Aprio —Portland, OR
- $150,000 - $250,000 a year
- Full-time
- Hybrid work
- 5 years
- Bachelor's degree
- Senior level
- Profit sharing
- Wellness program
Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market
Bank of America —Portland, OR
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Relationship Banker - Willamette Valley Market - Eugene, OR and Surrounding Areas
JPMorganChase —Springfield, OR
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
3d
Associate - Client Service
Matter Family Office —Saint Louis, OR
- CPA
- Bachelor of Science
- Research
- Health savings account
- Paid holidays
Relationship Banker - Portland West Market - Beaverton, OR and Surrounding Areas
JPMorganChase —Beaverton, OR
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
17h
Private Client Banker - Uptown Branch - Portland, OR
JPMorganChase —Portland, OR
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
17h

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Financial Advisor
WestPac Wealth Partners —Lake Oswego, OR
Have or willing to obtain a state Life/Health Insurance License, SIE, Series 7 & Series 66. In addition to the below, you have a responsibility to expand a…
$102,162 - $200,000 a year
Quick Apply
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

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
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
Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$45,000 - $60,000 a year
7d

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entry level financial advisor jobs near oregon

Associate Advisor - Servicing Advisor

Willamette Wealth Partners
Eugene, OR

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Job Details

Full-time
$70,000 - $85,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Paid time off
Professional development assistance
Retirement plan

Qualifications

Customer service
Writing skills
Bachelor's degree
Attention to detail
Organizational skills
Series 65

Full Job Description

Excellent opportunity within the financial services industry.

Looking for a team player who is interested in a long-term opportunity to grow and advance, helping shape an already successful financial planning practice. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.

In addition, the appropriate candidate will possess the following skills and attributes:

Strong verbal and written communication skills
Cool and calm under pressure
Proficient in technology platforms, including Microsoft Word and Excel
Good listener
Enjoys working with the public, providing excellent client service
Independent and self-motivated
Problem solver, ability to look ahead and anticipate the next steps necessary to fully complete the task
Flexible
High energy
Excellent organizational skills and great attention to detail
Professionalism

Work responsibilities will include the following:

Lead client meetings, maintaining relationships through regular communication
Implement Financial Planning process, overseeing the development, presentation and implementation of recommendations to clients
Review follow-up communication and assist in implementation of actions that result from client meetings
Review and approve trades within client portfolios
Lead team meetings and manage responsibilities and performance within the team
Engage in the firm’s strategic planning process and contribute to key initiatives
Communicate with client’s outside advisors such as accountants and attorneys
Develop and mentor support staff for future advancement

Other Qualifications:

Minimum 1 year of experience leading client meetings
Series 65 licensed or equivalent
CFP or on the CFP track preferred
Bachelor’s degree, preferably in business or related field
Familiarity with Wealthbox, RightCapital, Black Diamond, and Holistiplan helpful but not required

This is not a sales position. This is primarily a service position.

Competitive compensation, between $70,000 and $85,000 based on experience, plus bonus opportunity.

Benefits include:

Retirement plan with employer contributions
Health insurance with employer HSA contributions
Paid time off and holidays
Continuing education opportunities

This position is located in the Eugene/Springfield area, is on-site and does not allow work-from-home.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $70,000.00 - $85,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

entry level financial advisor jobs in oregon

Associate Advisor - Servicing Advisor

Financial Advisor/Sales Role (Career Changers Encouraged)

Accelerated Path to Management

Wealth Management Trainee (OR)

Wealth Management Trainee (OR)

Financial Advisor - Sales Training Provided & Career Changers Encouraged

Wealth Management Trainee (OR)

Wealth Management Trainee (OR)

Wealth Management Investment Consultant, Advisory Services

Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center

Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Wealth Advisor

Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market

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

Associate - Client Service

Relationship Banker - Portland West Market - Beaverton, OR and Surrounding Areas

Private Client Banker - Uptown Branch - Portland, OR

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