105 Results for

Investment Advisor Jobs in Oregon

Jobs

Lake Oswego, OR30+ days ago

p>Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.

Salem, Oregon20 days ago

$61,000–$250,000 Per Year

ul style="margin-bottom:0;margin-top:0">

Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: 
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.

Portland, OR30+ days ago

$289,700–$362,100 Per Year

ul>

Set the overall direction for our investment products across business and personal offerings (Treasury and Invest), including how we design, position, and evolve them over time, shaping how tens of billions of dollars are managed on behalf of our customers. You'll sit in the Product org, working at the intersection of investments, product development, brokerage operations, and compliance, ensuring that as we scale our investment platform, we do so with the rigor and care our customers trust us for.

Portland, OR30+ days ago

Job Description:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Sherwood, OR30+ days ago

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Bend, OR30+ days ago

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. 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 Additional locations Apply × To proceed with your application you must be at least 18 years of age.

New!

Portland, OR3 days ago

li>Rely on an established sales team to gradually build your roster of high-net-worth clients within the first year; you are given a book of 150 to 200 households with a net worth of $100 million to $150 million in assets under management of high-net-worth clients with assets more than $500k per household, meant to manage client relationships and discuss portfolios and investments with them.

Become the voice of our client and partner with the firm’s internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give their clients the best service possible, while making sure the compensation structure aligns with their clients’ best interests.

Beaverton, OR11 days ago

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.

Portland, OR30+ 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.

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 Demonated 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.

Oregon City, OR30+ days ago

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.

Klamath Falls, OR30+ days ago

Salem, OR30+ days ago

Tigard, OR19 days ago

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.

Portland, OR30+ days ago

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.

Lake Oswego, OR30+ 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

li>Synthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.

Portland, Oregon30+ days ago

li>Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Portland, OR9 days ago

$294,000–$339,000 Per Year

The Managing Director oversees Meyer's investment operating model, including relationships with external advisors and managers, and serves as a trusted advisor across the organization. They bring the ability to steward complex financial assets while helping shape institutional strategy, strengthen organizational effectiveness and advance Meyer's long-term mission and impact.

OR30+ days ago

Remote

$24.03–$26.44 Per Hour

p>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality, business development, recruiting, education, fundraisers, ministry and similar roles.

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.

New!

Beaverton, OR2 days ago

$72,000–$110,000 Per Year
Full-time

div style="line-height:normal">Registered Address: 30200 SW Boones Ferry Rd Suite 58, Wilsonville OR 97070

Financial Advisors offer securities through Raymond James Financial Services, Inc. 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.

Location: Based out of the Cornell Experience Center OR Cedar Hills Experience Center |Beaverton/Hillsboro, OR

Target 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).

Medford, OR30+ 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.

OR30+ days ago

$155,600–$306,800 Per Year

p>As a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.

EUGENE, OR30+ days ago

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.

Corvallis, Oregon30+ days ago

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products.

We’re looking for ambitious and established candidates who want to own their business and help clients prepare for life’s planned and unexpected moments with the right financial services and insurance products.

Tualatin, Oregon30+ days ago

Hillsboro, Oregon30+ days ago

Eugene, OR30+ days ago

p>COUNTRY Financial® is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company®, COUNTRY Mutual Insurance Company®, and their respective subsidiaries, located in Bloomington, Illinois.

Our financial advisors are contracted as COUNTRY Trust Bank® Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

Medford, Oregon30+ days ago

New!

Gresham, OR4 days ago

$133,365–$156,900 Per Year

This posting is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and investment management services offered by a national bank, sitting at the intersection of fiduciary law, banking regulation, and business strategy. The Law Division has received several awards for its pro bono contributions, including the Minnesota Corporate Pro Bono Council's "Excellence in Pro Bono Award," and we encourage our legal professionals to contribute time and expertise to pro bono work as part of their role.

Portland, Oregon13 days ago

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.

Portland, Oregon17 days ago

td>

The annualized base salary range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.

Portland, OR30+ days ago

$75,000–$79,000 Per Year

We're seeking someone who has strong interpersonal skills, a passion for OPB, and want to grow in your career by working directly with donors, this is your opportunity to learn from a successful and highly experienced team of fundraising professionals. You will gain in-depth knowledge about portfolio management, midlevel, major, and planned giving fundraising, and help OPB's most loyal and committed donors make an impact on the journalism, storytelling, and programs they care deeply about.

Portland, OR13 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.

Gresham, OR29 days ago

$65,000–$80,200 Per Year

WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Medford, OR30+ days ago

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). Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.

Eugene, OR30+ days ago

$70,000–$90,000 Per Year

p>Job Overview:

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base.

Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

Portland, OR30+ days ago

$116,000–$216,000 Per Year

The Advisor partners with the IA Investment Team on portfolio construction and investment solution delivery, collaborates with local Key Private Bank (KPB) markets to execute IA strategy, and works with Specialized Services and Philanthropic Consultants to address specific client needs. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Bend, OR30+ days ago

WMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Portland, Oregon30+ days ago

Rated in Forbes as one of America’s Best Banks in 2024, Mechanics Bank recently merged with HomeStreet Bank to unite two historic West Coast companies with strong values, dedicated about serving their local communities and committed to meeting the banking, lending and wealth management needs of its clients.

Lake Oswego, OR24 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.

Lake Oswego, OR30+ days ago

$90,000–$130,000 Per Year

Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Our Lake Oswego office in Oregon is looking for a VP Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.

OR30+ days ago

$90,000–$110,000 Per Year

p>WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market.

Our Clackamas office in Oregon is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.

New!

Bend, OR5 days ago

p>s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).

Become trained and skilled to effectively and efficiently function in the Financial Advisor role:
Develop client pipeline by prospecting, networking, community involvement, centers of influence and developing niches.

Portland, OR30+ days ago

$45,000–$100,000 Per Year

We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model. Build relationships to create new clients via face-to-face and virtual sourcing strategies, residential business networking, introductions, and referrals, social media, and speaking engagements.

La Grande, Oregon30+ days ago

This employment opportunity at Spokane Teacher Credit Union in La Grande OR would allow you to join the Investment Program at Spokane Teacher Credit Union as a Financial Advisor associated with LPL Financial.

This exciting position will allow you to grow your career and business, helping the people and families that look to Spokane Teacher Credit Union for financial solutions.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Investment Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Investment Advisor Jobs in Oregon

Financial Solutions Advisor Registration Candidate - Lake Oswego Bank of America Corp

Financial Advisor Northwestern Mutual

Head of Investment Products Mercury Technologies Inc

Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center Bank of America Corp

Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center Bank of America Corp

Financial Solutions Advisor- Williamette Valley Bank of America Corp

Investment Counselor - Portland CNI Consulting Inc.

J.P. Morgan Wealth Management - Private Client Advisor - Beaverton, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Oregon City, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Klamath Falls, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Salem, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Tigard, OR JPMorgan Chase & Co

J.P. Morgan Wealth Management - Private Client Advisor - Portland, OR (Hollywood) JPMorgan Chase & Co

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.

Investment Banking Manager Accenture Plc

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

Managing Director of Investments Mac's List

Virtual Financial Advisor - National Remote Thrivent Financial for Lutherans

Financial Advisor First Technology Federal Credit Union

Senior Wealth Advisor Columbia Banking System Inc

Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu Ltd

Associate Financial Advisor Wells Fargo & Co

Financial Advisor - Corvallis, OR COUNTRY Financial

Financial Advisor - Tualatin, OR COUNTRY Financial

Financial Advisor - Hillsboro, OR COUNTRY Financial

Financial Advisor - Eugene, OR Country Financial

Financial Advisor - Medford, OR COUNTRY Financial

Senior Corporate Counsel - Wealth Management - Personal Trust and Investments Attorney U.S. Bancorp

Advisor Development Program - Financial Solutions Advisor Trainee: Portland-One Center Financial Center Bank of America

Partner, Senior Wealth Advisor Mercer Advisors

Giving Advisor Mac's List

Fund Advisor Fish Network

Wealth Management Advisor U.S. Bancorp

Private Client Advisor KeyCorp

Wealth Advisor - Banner Bank LPL Financial Holdings Inc

KPB Lead Institutional Advisor KeyCorp

Wealth Management Advisor - Bend, OR U.S. Bancorp

Wealth Advisor - Mechanics Bank LPL Financial

Private Client Advisor KeyBank

VP Financial Advisor Wealth Enhancement Group LLC

Financial Advisor Wealth Enhancement Group LLC

Financial Advisor Trainee (Bend, OR) Raymond James Financial Inc

Financial Advisor Edward D Jones & Co LP

Financial Advisor - Spokane Teacher Credit Union LPL Financial

Resume Resources

Similar Job Searches