37 Results for

Financial Advisory Jobs in Oregon

Jobs

New!

Salem, ORToday

$220,000–$270,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 3. Minimum of 10 years of experience in public accounting or (and min 2 years in leadership), with a focus on auditing government and nonprofit entities.

New!

Portland, ORToday

$90,000–$100,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This individual will play a crucial role in managing our IT budgets and costs, overseeing RFIs and RFPs, and ensuring the effective utilization of our ERP systems.

New!

Portland, ORToday

$90,000–$100,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our offerings support the movement, positioning, and management of diverse loads, helping customers address complex operational needs across multiple sectors.

Salem, OR30+ days ago

$170,000–$200,000
Full-time

Leveraging your expertise in accounting and finance, you will provide strategic oversight and guidance to our audit team, ensuring the highest quality of audit and advisory services to our state and local government clients. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

Tualatin, OR30+ days ago

Build relationships with regional leaders and segment leaders, establishing a meeting cadence to understand Regional/Subregional strategy in response to changing market/client needs. + Sales and BD Acumen (Proven ability break into new accounts and expand service offerings; develop a sales lead from start to finish including opportunity development and contract negotiation; client mgmt).

Portland, OR30+ days ago

$135,000–$170,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

Portland, Oregon6 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Beaverton, OR29 days ago

$72,000–$110,000 Per Year
Full-time

Location: Based out of the Cornell Experience Center OR Cedar Hills Experience Center |Beaverton/Hillsboro, ORTarget Compensation in Oregon: $72,000 to $110,000 (This range reflects reasonable earnings potential which includes a base salary of $36,000 and monthly incentive pay based on current production). Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal.

Lake Oswego, OR24 days ago

Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver, Washington; Salem, Oregon; Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Portland/Merrill-Advisor-Development-Program---Financial-Advisor--Oregon---SW-Washington-Market\_26014758-2) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Portland/Merrill-Advisor-Development-Program---Financial-Advisor--Oregon---SW-Washington-Market\_26014758-2) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

New!

Portland, Oregon6 days ago

Salem, Oregon11 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Portland, Oregon11 days ago

New!

Portland, Oregon5 days ago

Work closely with client executives and management teams to understand their businesses and assist in identifying and managing financial and operational risks within their business systems to ensure technology risks are managed: Develop in-depth knowledge of clients' businesses and industries by having direct client interaction while working on multiple aspects of an engagement. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Coos County, OR7 days ago

$90,000–$125,000

Forecasting & Planning: Drive the development of monthly, quarterly, and annual financial outlooks; you will evaluate key assumptions and model the financial impact of capital investments. Strategic Advisory: Partner with site management to dissect production costs and efficiency trends, translating data into actionable operational strategies.

Portland, Oregon11 days ago

Lake Oswego, OR27 days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego\_26013292) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Lake Oswego, OR30+ days ago

Responsibilities:** - Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions - Recommends banking and investments strategies that align with client financial goals and needs - Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds - Mitigates and controls risk as part of daily activities - Identifies and engages potential new clients through referrals or financial center clientele - Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended **Required Qualifications:** - **Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses** . Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon; West Linn, Oregon; Lake Oswego, Oregon; Salem, Oregon; Gresham, Oregon; Clackamas, Oregon; Portland, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Salem/Financial-Solutions-Advisor--Williamette-Valley\_26003722-1) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Lake Oswego, OR14 days ago

Financial Solutions Advisor Registration Candidate - Lake Oswego, OR Market Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lake-Oswego/Financial-Solutions-Advisor-Registration-Candidate---Lake-Oswego--OR-Market\_26015618) **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**

Tualatin, OR27 days ago

$90,000–$110,000 Per Year

Specialized Pavement Marking (SPM), a Frontline Road Safety Group Company, founded in 1997, our company proudly provides its customers with unparalleled customer service and the use of innovative technology to ensure timely and value-added results continues to help us achieve our mission: To continue as the undisputed North American pavement marking leader. You will partner closely with the VP Finance, divisional controllers, and accounting teams to deliver actionable insights, support strategic decision-making, and ensure rigorous financial discipline in a dynamic, growth-oriented environment.

Salem, OR24 days ago

Remote

$80,000–$100,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

Salem, OR30+ days ago

The ideal candidate will have strong analytical skills, financial modeling expertise, and the ability to translate complex financial data into actionable insights that support strategic business objectives. We are seeking a detail-oriented and analytical Financial Analyst to join our team and drive data-driven financial decisions.

Portland, Oregon27 days ago

Gresham, Oregon11 days ago

$95,000–$100,000

This position plays a critical role in ensuring financial transparency, cost optimization, disciplined vendor management, and strategic decision support across IT initiatives. This is a unique, high-impact role that blends IT financial planning and analysis with vendor and contract management across a global technology environment.

Remote, OR12 days ago

Remote

At Aptyx, a new name backed by 70 years of expertise, we bring together the aptitude and excellence of more than a dozen companies with decades of experience helping customers in the life sciences and other demanding industries solve complex manufacturing problems with confidence so they can create more good things in the world. We make it happen through our integrated, comprehensive capabilities including engineering, molding, extrusion, coatings, and assembly across our global network of 14 manufacturing locations.

Lake Oswego, OR30+ days ago

$60,000–$85,000 Per Year

Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. The Financial Analyst will provide finance support including planning/forecasting, variance analysis, product profitability, and reporting to Commercial Bank leaders and supporting teams.

Gresham, Oregon17 days ago

$96,000–$100,000

Lake Oswego, OR13 days ago

The ideal candidate will possess strong analytical skills and a proven ability to manage budgets, execute strategic initiatives, and guide executives toward achieving key performance indicators. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Portland, OR30+ days ago

Full-time

Support development of longer-term financial models with complex assumptions or relationships; coordinates with other departments to ensure model assumptions/outputs align across the organization. Develop and maintains internal managerial reporting to support management and other internal stakeholders; identifies, designs and implements process improvements of reporting or financial modeling.

Walton, OR30+ days ago

$125,000–$175,000

You’ll have the support, infrastructure, and brand strength of a firm with over 175 years of history—while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

Salem, OR30+ days ago

$84,300–$143,770 Per Year

WM serves nearly 25 million customers in residential, commercial, industrial and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects. + Education: Bachelor's degree (accredited) in Accounting, Business Administration or similar area of study, or in lieu of degree, High School Diploma or GED (accredited) and four years of relevant work experience.

Beaverton, OR30+ days ago

Full-time

Requirements: Bachelor's degree or higher in Business, Finance, Accounting, or a related field (or equivalent combination of education, training, and experience). Assist in preparing timely and accurate financial reports to support strategic analysis, budgeting, and forecasting.

Portland, Oregon30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Remote, OR30+ days ago

Remote

Additionally, this individual will lead month-end close processes, client onboarding, and financial system implementations, leveraging tools such as FloQast for close management, Sage Intacct for financial automation, and other cloud-based ERP solutions to ensure efficiency, accuracy, and real-time visibility into financial operations. Problem-Solving and Analytical Excellence: With a data-driven mindset, you analyze financial trends, identify opportunities for efficiency, and leverage automation tools such as Sage Intacct, FloQast, and QuickBooks to drive operational improvements.

Salem, OR30+ days ago

As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

Beaverton, OR30+ days ago

Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

Portland, Oregon30+ days ago

$55,000–$115,000 Per Year

Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share. Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

Beaverton, OR30+ days ago

Remote

$30–$45

You'll be central to keeping the client experience seamless, ensuring forms are correct, follow-ups happen on time, accounts are opened properly, and client needs are taken care of efficiently. We combine deep expertise with high-touch service, using smart tech and fast execution to keep things moving and clients cared for.

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Financial Advisory Jobs in Oregon

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Sr. Financial Analyst/FP&A Associate (On-Site)Frontline Road Safety

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Financial AnalystTap Growth ai

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Financial AnalystMacpower Digital Assets Edge LLC

Fractional CFOB2Bcfo

Sr. Accountant - ContractorTydeCo

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