42 Results for

Investment Advisor Jobs in Oregon

Jobs

Salem, Oregon23 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.

Lake Oswego, OR16 days ago

This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP®) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

Tigard, OR30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Bend, OR30+ days ago

Full-time

Portland, OR30+ days ago

Full-time

Lake Oswego, OR30+ days ago

Full-time

Corvallis, OR30+ days ago

Full-time

Beaverton, OR30+ 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, OR30+ 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.

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, OR30+ 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, OR26 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.**

Eugene, OR30+ days ago

Additional duties include participating in OCCU and community events, collaborating with internal partners and external experts, maintaining accurate and compliant client records, supporting member education seminars, clearly communicating ideas and processes, providing staff training as needed, maintaining vendor relationships, and ensuring full compliance with BSA regulations, including required reporting and training. Wealth Advisors focus on building and maintaining strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health, while growing a book of business through outreach and referral development.

Medford, OR23 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Lake Oswego, OR30+ days ago

Education** + High School Diploma or equivalent experience (required) or + Bachelor's Degree (preferred) **Licenses and Certifications** + FINRA Security Industry Essentials (SIE) Upon Hire (required) + FINRA License S7 Upon Hire (required) + FINRA License S66 or S63 and 65 Upon Hire (required) + Certified Financial Planner (CFP) (preferred) + Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required) + In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. **Essential Functions** + Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.

Portland, OR30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Portland, OR12 days ago

$75,000–$200,000

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

Portland, OR30+ days ago

$75,000–$150,000

We have a unique CPA partnership program to establish that COI for consistent new clients, premium financing to attract UHNW, wealth management (of course), and a proven digital marketing strategy designed to drive meaningful growth in today's market. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships.

Portland, OR30+ days ago

Enhance your expertise by connecting with industry leaders through our proven system, which includes cutting-edge technology, essential resources, personalized coaching, comprehensive training, and continuous support—all designed to drive your success. Own It Northwest is the premier Portland Metro Area Real Estate Team, encompassing Portland, Beaverton, Lake Oswego, West Linn, Hillsboro and surrounding areas.

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.

Portland, Oregon10 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.

Lake Oswego, ORE30+ days ago

$30–$33.65 Per Hour

Wedbush Securities is a leading securities firm and investment bank, known for delivering innovative financial solutions across our Wealth Management, Capital Markets, Futures, and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California, with over 100 offices and more than 80 correspondent locations nationwide, our focus on providing exceptional, personalized service has been key to our continued growth.

Salem, Oregon17 days ago

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA)(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

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.

Portland, OR30+ days ago

Leverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!

New!

Eugene, OR4 days ago

Remote

$200,000–$310,000 Per Year

This position requires you to obtain/maintain all applicable FINRA licensing exams (Securities Industry Essentials, Series 6, Series 63, and Series 65 or equivalent), sponsorship from State Farm VP Management Corp (SFVPMC) and State Farm Investment Management Corp. With the opportunity to initially earn up to 20 days annually plus parental leave, paid holidays, celebration day, life leave (40 hours/year), bereavement leave, and community service/education support days, there will be plenty of time for you!

Portland, OR30+ days ago

$130,000–$155,000
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. We pursue opportunities across equities, private equity, real estate, and direct business acquisitions, supported by a team of internal professionals and external advisors including investment bankers, accountants, and attorneys.

Portland, Oregon30+ days ago

$500–$1,000
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

New!

Coos County, OR5 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.

New!

Lake Oswego, OR6 days ago

$90,000–$160,000 Per Year

Ensure new advisors are properly onboarded including overseeing the process of coordinating new clients' paperwork, and ensure new advisors receive training on RBC's policies and procedures; and proactively support Financial Advisors efforts to build their business and effectively service their clients . Coaching Others, Communication, Customer Acquisition Strategy, Customer Relationship Management (CRM) Strategies, Customer Value Management, Long Term Planning, Negotiation, Perseverance and Follow-Through, Sales Channels, Sales Forecasting .

New!

Portland, OR3 days ago

$90,000–$160,000 Per Year

Medford, OR14 days ago

$60,000–$100,000 Per Year

Pacific Office Automation’s Technical Account Managers (TAMs) are responsible for managing an assigned portfolio of clients and serving as both a technical and consultative resource within our Managed IT Services division. Our TAMs act as trusted advisors, aligning technology with business goals, driving IT strategy, and ensuring high levels of client satisfaction through proactive communication, planning, and relationship management.

Beaverton, OR24 days ago

$60,000–$100,000 Per Year

New!

Portland, OR3 days ago

$90,000–$160,000 Per Year

Portland, OR30+ days ago

$60,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Tigard, OR29 days ago

$20.67–$31.25 Per Hour

required) + Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key (required) **Licenses and Certifications** + Notary License (preferred) **Skills** + Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions. **Physical Demands** + Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

New!

Medford, OR6 days ago

$69,000–$105,000 Per Year

Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed . The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

New!

Medford, OR3 days ago

$69,000–$105,000 Per Year

Responsible for managing, staffing, and scheduling all direct report work schedules within the branch, including recruiting/identifying talent, interviewing, selecting the branch team, and successfully onboarding and training new teammates - while ensuring appropriate area staffing coverage by deploying teammates to other branches as needed. The Branch Manager builds, coaches, develops, leads, and motivates a team that is capable of providing excellent client service in all interactions, analyzing clients' needs, and recommending financial solutions that help Key clients achieve confidence in their financial wellness and achieve their goals.

Salem, OR9 days ago

Remote

$164,500–$222,075 Per Year

Principal duties include leading Rocket's responsible AI legal program, advising on product development, commercialization, and go-to-market strategies, and serving as a key legal resource on technology transactions including licensing, strategic partnerships, and M&A. + Monitor, analyze, and advise on developments in AI law and regulation, data privacy, open source, and other technology-related legal areas that affect Rocket's products and business, and proactively translate regulatory developments into actionable guidance.

Portland, Oregon30+ days ago

Remote

Collaborate with Marketing, the Pre-Sales team, peer Account Managers, Sales Leadership, Acquisition, Production, Finance, and the Innovations & Software Teams to ensure the process drives measurable growth toward strategic objectives. You will work closely with prospective utility clients to understand their regulatory, safety, reliability, and asset mapping challenges and co-develop lidar, imagery, and other remote sensing technology and GIS solutions to enhance and transform current operations.

Portland, OR30+ days ago

$180,000–$220,000

Agency Trust Pipeline: Demonstrated progression from initial introduction to trusted advisor status with target agencies, measured not by meetings held, but by repeat engagements, sole-source opportunities, and agency leaders proactively reaching out to Liberum when new challenges arise . AI Workflow Architect: You’ve designed and implemented AI-driven workflows for business development, automated early-warning systems for legislative budget changes, AI-powered proposal generation pipelines, or market intelligence dashboards .

Eugene, OR30+ days ago

$45,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

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Investment Advisor Jobs in Oregon

Financial Advisor Northwestern Mutual

J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bend, OR JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Lake Oswego, OR JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Corvallis, OR JPMorgan Chase Bank, N.A.

Financial Advisor First Technology Federal Credit Union

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

Financial Solutions Advisor- Williamette Valley Bank of America

Financial Solutions Advisor Registration Candidate - Lake Oswego Bank of America

Financial Solutions Advisor Registration Candidate - Lake Oswego, OR Market Bank of America

Wealth Advisor (Hybrid - Bend, OR) Oregon Community Credit Union

Senior Wealth Advisor Columbia Bank

Private Client Advisor KeyBank

Financial Advisor Series 7, 65 or 66 San Blas Securities

Fund Advisor Fish Network

Financial Consultant , Financial Advisor WealthBridge Financial Group

Real Estate Advisor Own It Northwest

Managing Director, Financial Advisor WealthBridge Financial Group

Account Executive - Retirement 401(k) Services Paychex

Registered Client Service Associate Wedbush Securities

Client Service Associate - Non-Registered Stifel

Client Service Associate Capitol Family Office

Registered Operations Leader Ameriprise

Sales Leader-Oregon Southwest Sales Territory State Farm

Finance Manager Jobot

College Financial Representative, Internship Program Northwestern Mutual

Site Financial Controller TEEMA

Complex Assistant Manager RBC

Complex Assistant Manager Royal Bank of Canada

IT Technical Account Manager Pacific Office Automation

IT Strategy Consultant (vCIO / TAM) Pacific Office Automation

Complex Assistant Manager RBC Capital Markets, LLC

Wealth Management Associate Davis Family Financial LLC

Personal Banker KeyBank

Branch Manager KeyCorp

Branch Manager Key Bank

Product Counsel Senior Director Rocket Software

Geospatial Account Manager - Commercial NV5

Executive Director of Growth & Strategy Liberum

Financial Planning Associate Davis Family Financial LLC

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