Financial Advisor - OR, NY, NJ, FL, or CA
Current —Portland, OR
- $150,000 - $600,000 a year
- Full-time
- Financial services
- Senior level
- Disability insurance
- Health insurance
Insurance Agent - Book Opportunity - West Linn, OR
COUNTRY Financial —West Linn, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Sales Representative | Career Growth + Bonuses
OSL Direct Services —Beaverton, OR
- Up to $95,000 a year
- Weekends as needed
- Residential
- Driver's License
- Driving
- Mileage reimbursement
- Health insurance
Quick Apply
2h
Insurance Agent - Lebanon, OR
COUNTRY Financial —Lebanon, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Customer Service/Sales Representative
APS LLC —Portland, OR
- $50,000 - $80,000 a year
- Part-time
- Reliable transportation
- Communication skills
- Entry level
- Travel reimbursement
- Paid time off
Quick Apply
Medical Sales Representative
Evexias Health Solutions —Eugene, OR
- $25,000 - $500,000 a year
- Choose your own hours
- Research
- Mid-level
- High school diploma or GED
- Opportunities for advancement
- Flexible schedule
Quick Apply
Sales Operations Specialist
TargetPath, LLC —Wilsonville, OR
- Full-time
- Background check
- Inventory management
- 5 years
- Health savings account
- Paid holidays
Quick Apply
Insurance Agent - Book Opportunity - Eugene, OR
COUNTRY Financial —Eugene, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
14d
Insurance Agent - Salem, OR
COUNTRY Financial —Salem, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Book Opportunity - Beaverton, OR
COUNTRY Financial —Beaverton, 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
Door-to-Door Sales Representative (Technology Solutions)
Fgt enterprise ( Willamette Smart Solution —Eugene, OR
- $24,000 - $120,000 a year
- Part-time
- Residential
- In-person
- Reliable transportation
- Work from home
Quick Apply
Product Support Sales Representative (PSSR)
BEJAC CORPORATION —Portland, OR
- $48,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Sales
- Paid holidays
- Health insurance
Quick Apply
Insurance Agent - St. Helens, OR
COUNTRY Financial —Saint Helens, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Insurance Agent - Sherwood, OR
COUNTRY Financial —Sherwood, OR
- Full-time
- Mid-level
- Office
- Bachelor's degree
Sales Representative + Sign-on Bonus
DaBella —White City, OR
- $70,000 - $90,000 a year
- Full-time
- Spanish
- Driver's License
- Travel
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Tualatin, OR
COUNTRY Financial —Tualatin, OR
- Full-time
- CPA
- Mid-level
- Office
Entry Level Sales Representative | $75K–$300K+ Potential
Cornerstone Renovations LLC —Beaverton, OR
- $60,000 - $300,000 a year
- Full-time
- High school diploma or GED
- Driver's License
- Organizational skills
- Paid training
- Opportunities for advancement
Quick Apply
Entry Level Sales Representative
Ion Solar —Salem, OR
- $75,000 - $112,000 a year
- Full-time
- Military encouraged
- In-person
- Reliable transportation
- Paid training
Quick Apply

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Financial Advisor - OR, NY, NJ, FL, or CA

Current -
Portland, OR

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Job Details

Full-time
$150,000 - $600,000 a year

Benefits

Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
Life insurance

Qualifications

Finance advising
Customer relationship building
Investment management advisory services
Managing financial planning clients
Client retention
Financial services
Senior level

Full Job Description

About the Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Experienced Financial Advisor – Independence & Growth Opportunity

Please note: We would strongly prefer candidates who are local to OR, NY, NJ, FL, IL or CA based on current business needs.

Cross Financial | High Payout. True Ownership. Real Upside.

Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm?

Cross Financial is seeking experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients.

This is a rare opportunity to more than double the national average payout while maintaining control over your practice and positioning yourself for long-term growth.

Why Cross Financial

Elite payout structure: 60–80%+, depending on book size and profile
True client ownership — your relationships remain yours. No non-competes tied to your client relationships, or forced succession structures.
Independent, advisor-first platform built to reduce friction and inefficiency
Scalable infrastructure that lets you focus on clients, not admin
Leadership and equity potential for advisors who want to help shape the firm’s future
Built for experienced advisors—not trainees or product pushers

The Role

Transition your existing book of business to a more efficient, higher-payout platform
Maintain full ownership and control of client relationships
Deliver comprehensive wealth management advice aligned to your clients’ needs
Collaborate with other senior advisors and firm leadership
Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required)

Who This Is For

Financial / Wealth Advisors with a transferable book of business
Wirehouse or bank advisors currently earning ~25–35%
Independent advisors burdened by inefficiencies and lack of opportunity
Those with strong client retention and an extensive relationship management track record
Advisors motivated by better economics, autonomy, and long-term upside
Collaborative professionals who value flexibility and ownership
High-level professionals with experience in custodian platforms LPL and/or Schwab.

Preferred (Not Required):

Book size of $20M–$100M+
Located in the following states: OR, NY, NJ, FL, or CA

Compensation & Financial Upside

Payout range: 60–80%+ based on book size and structure
Top-tier payout bands available for advisors with larger, scalable books
No forced production grids or artificial caps
Clear alignment between revenue generation and take-home pay
Select advisors may have the opportunity to participate in long-term value creation initiatives, including leadership roles and potential equity participation.
On-Target Earnings: $150K - $600K+| Uncapped earnings structure directly tied to revenue production and growth.

In addition to a rewarding career and a robust benefits package, we provide:

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

The Bottom Line

If you’ve built a successful book and believe you should be earning more for the value you create, Cross Financial offers a platform designed to reward experience, performance, and ownership—without sacrificing independence.

Confidential conversations encouraged.

Ready to elevate your career in an environment where your impact matters? Apply today.

#LI-BP1

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Apply Now

Refine Your Search

financial representative jobs in oregon

Financial Advisor - OR, NY, NJ, FL, or CA

Insurance Agent - Book Opportunity - West Linn, OR

Sales Representative | Career Growth + Bonuses

Insurance Agent - Lebanon, OR

Financial Advisor - Corvallis, OR

Customer Service/Sales Representative

Medical Sales Representative

Sales Operations Specialist

Insurance Agent - Book Opportunity - Eugene, OR

Insurance Agent - Salem, OR

Insurance Agent - Book Opportunity - Beaverton, OR

Insurance Agent - Tualatin, OR

Door-to-Door Sales Representative (Technology Solutions)

Product Support Sales Representative (PSSR)

Insurance Agent - St. Helens, OR

Insurance Agent - Sherwood, OR

Sales Representative + Sign-on Bonus

Financial Advisor - Tualatin, OR

Entry Level Sales Representative | $75K–$300K+ Potential

Entry Level Sales Representative

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