Financial Advisor Jobs in Gresham, OR (269)
Chief Financial Officer CFO Advisor Portland
ExecHQ
Portland, Oregon
New
Health Insurance
Dental Insurance
Vision Insurance
Work From Home Financial Advisor Independent Contractor
WFG
🌎 Remote
New
Remote
Job Posting: Chief Development Officer
The Northwest Planned Giving Roundtable
Vancouver, Washington
New
Dental Insurance
Vision Insurance
$140k - $155k / year
Chief Development Officer
Equitable Holdings
Vancouver, Washington
Dental Insurance
Vision Insurance
$140k - $155k / year
Managing Director
Alpha Careers
Portland, Oregon
New
$45 / hour
Client Experience Associate, WealthFactor Team Lake Oswego, OR
Tbwa Chiat/Day
Lake Oswego, Oregon
‌
Client Experience Associate, WealthFactor Team
Tbwa Chiat/Day
Lake Oswego, Oregon
PTO
‌
Portfolio Counselor
Fisher Investments
Camas, WA
New
PTO
Dental Insurance
Vision Insurance
$90k / year
‌
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$85k - $130k / year
‌
Oracle Cloud Financial Consultant
Accenture
Beaverton, OR
New
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Merrill Experienced Financial Advisor
Bank of America
Portland, OR
New
Diversity Leader
Eco-Friendly
$48k - $100k / year
‌
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Portland, OR
Diversity Leader
$69.6k - $105k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee: Mill Plain Financial Center
Bank of America
Vancouver, WA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $32 / hour
‌
Merrill Financial Solutions Advisor - Oregon & SW Washington Market
Bank of America
Portland, OR
New
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
BQ058 - Financial Solutions Advisor Stage I - Registration candidate
Bank of America
Portland, OR
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - West Linn Summit Financial Center
Bank of America
West Linn, OR
New
Diversity Leader
Eco-Friendly
‌
Personal Financial Counselor, Assignment Ready Counselor, PFC, Oregon
Magellan Health
Portland, OR
$45.7k / year
‌
Tax Manager, Investment Management, Private Wealth (West Region Office Locations)
Deloitte
Portland, OR
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
Deloitte
Portland, OR
Diversity Leader
$63.4k - $144.3k / year
‌
Registered Wealth Management Client Associate
Bank of America
Portland, OR
New
Diversity Leader
Eco-Friendly
‌
Wealth Management Client Associate
Bank of America
Lake Oswego, OR
New
Diversity Leader
Eco-Friendly
‌
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
Portland, OR
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor
Cetera Investment Services
Milwaukie, OR
Health Insurance
‌
Financial Advisor (Sales Role - Training & Development Provided)
Northwestern Mutual
Portland, OR
Health Insurance
Dental Insurance
Vision Insurance
$80k - $150k / year
‌
Financial Planning Professional
Equitable Advisors
Portland, OR
Hourly
Health Insurance
Dental Insurance
Vision Insurance
$546 - $762 / week
‌
Wealth Management Advisor
MassMutual Oregon
Portland, OR
Health Insurance
‌
Wealth Planning Practice Lead
The Partners Group
Portland, OR
Dental Insurance
$150k - $175k / year
‌
Financial Planning Associate
Adero Partners
Portland, OR
401(k)
Dental Insurance
Vision Insurance
$65k - $80k / year
‌
Investment Analyst
Martel Wealth Advisors
Vancouver, WA
PTO
‌
Financial Advisor
Masis Professional Group
🌎 Remote
Remote
‌
Financial Advisor
State Farm
🌎 Remote
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
$80k - $140k / year
‌
Estate Financial Advisor
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$100k - $135k / year
‌
Sales Representative
R.I.S.E. Financial
Gresham, OR
Health Insurance
$75k - $100k / year
Job Description
Working as a Financial Advisor in Gresham, OR
There are 269 Financial Advisor opportunities available in Gresham, OR all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Financial Advisor jobs near Gresham, OR
Financial Advisors in Gresham, OR Resume Data
Average Experience for Financial Advisors in Gresham, OR
- More than 10 years: 52%
- 6-10 years: 36%
- 3-5 years: 10%
- 1-2 years: 1%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Gresham, OR
- Bachelors: 64%
- Masters: 18%
- Associates: 10%
- Diploma: 8%
- Doctorate: 1%
Top Skill for Financial Advisors in Gresham, OR
- Attention to detail: 22%
- Sales skills: 16%
- Customer focus & orientation: 10%
- Management & leadership skills: Impact & influence: 10%
- Administrative assistant/receptionist: 8%
- Social media: 8%
- Verbal communication: 8%
- Basic computer skills: 6%
- Logic & critical thinking: 6%
- Customer service: 6%
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