62 client advisor jobs at 26 companies in Forest Grove, OR
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Private Client Advisor
Portland, Oregon, United States
HybridFull Time
Sales-focused advisor serving mass affluent clients; requires FINRA SIE, S7 and S66 or S63+S65, resident state insurance licenses, high school diploma (BA preferred), valid driver’s license, and demonstrated sales/relationship skills.
1mo
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Client Advisor- Portland
Portland, Oregon, United States
$19-$25/hr OnsiteFull Time
3+ YOE3+ years retail or client-facing experience; proven commercial results; proficiency with POS, client tracking systems, and Microsoft Outlook; ability to work flexible hours including nights, weekends, and holidays; authorization to work in the US.
Point of Sales (POS), client tracking systems, Microsoft Outlook
2mo
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Client Advisor - Marine
Portland, Oregon, United States
HybridFull Time
7+ YOE7+ years industry experience focused on Marine (Hull, Liabilities, P&I, Builders Risk); P&C license or ability to obtain; Bachelor's degree preferred; client-facing advisory and renewal strategy skills.
1mo
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Work From Home - Client Benefits Advisor
Oregon City, Oregon, United States
RemoteFull Time
Remote client-facing advisor role guiding and educating inbound interested clients; competitive, self-starting, coachable individuals sought. No cold outreach; path to leadership and uncapped income.
Zoom
1mo
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Digital Experience Client Advisor
Minneapolis or Gresham or Cincinnati or Brookfield
$86k-$105k/yr HybridFull Time
4+ YOEBachelor's degree or equivalent experience; 4–7 years client management experience; strong relationship building, account/project management, presentation, and problem-solving skills.
1mo
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J.P. Morgan Wealth Management – Private Client Advisor - Beaverton, OR
Beaverton or Portland
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent, active Series 7, Series 66 (or 63/65) and life/health/long term care insurance licenses required (or to be obtained within 60 days); CFP and bachelor’s degree preferred; strong client acquisition and goals-based planning skills.
1mo
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Premier Client Advisor - OR - Portland, WA - Seattle
Portland or Seattle
$65k-$85k/yr OnsiteFull Time
Experience in personal lines P&C insurance, state P&C license required, industry designation (ARM/CIC/CPRIA/CPCU) expected or pursuit, strong communication skills, familiarity with agency management systems.
Sagitta, WorkSmart
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Senior Wealth Advisor
Vancouver, Washington, United States
$145k-$175k/yr OnsiteFull Time
5+ YOESenior Wealth Advisor with 5-7 years of client-facing wealth management experience; Bachelor's degree; CFP preferred; knowledge of trust and fiduciary law.
Microsoft Office
1mo
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Wealth Management Client Associate
Lake Oswego, Oregon, United States
OnsiteFull Time
Provide client service support to Financial Advisors, deliver accurate client materials, knowledge of investment products preferred, strong Microsoft Office and Salesforce skills, high school diploma/GED required, FINRA SIE/Series licenses desired.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Senior Investment Advisor, CFP®
Portland, Oregon, United States
$100k-$150k/yr HybridFull Time
7+ YOEBachelor's degree; 7+ years as an Investment Advisor; active Series 65; CFP designation; experience with high-net-worth clients.
Microsoft Office, eMoney, Charles Schwab, Orion, Wealthbox
1d
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FInancial Advisor
Vancouver or Portland
$120k-$165k/yr OnsiteFull Time
7+ YOERequires 7–10+ years of client-facing advisory experience, strong relationship and communication skills, and a professional network in the Portland/Vancouver metro area. CFP certification preferred.
CFP, CFA
1w
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Financial Advisor
Portland, Oregon, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, entrepreneurial drive, and authorization to work in the US without sponsorship.
proprietary planning software
13h
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Experienced Advisor
Lake Oswego, Oregon, United States
$55k-$500k/yr HybridFull Time
Proven financial or wealth advising experience, active life and health license, SIE aspirations, established client relationships, business development ability, strong communication, and fiduciary commitment.
Securities Industry Essentials (SIE)
1mo
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Wealth Advisor
Pasadena or Seattle or Palo Alto or San Diego or Portland or Phoenix or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience required; Series 7,63 and 65 (or 66) completed within 120 days of start; university degree preferred; experience with client relationship management and financial planning.
1mo
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Wealth Advisor
Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue
$80k-$95k/yr OnsiteFull Time
3+ YOE3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience.
4d
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Financial Advisor
Portland, Oregon, United States
$45k-$100k/yr OnsiteFull Time
Interest in financial services, relationship-building and critical-thinking skills, and ambition to grow a client practice. Bachelor's degree preferred or equivalent experience; SIE, Series 7, Series 66, and state insurance licenses required.
social media
2mo
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Financial Advisor
Clackamas, Oregon, United States
$90k-$110k/yr OnsiteFull Time
4+ YOE4+ years in wealth management; 4-year degree in business/finance/economics; CFP/CPA/MBA; Series 7, 66, 65; Insurance licenses; ability to source and convert prospects; strong planning and client service skills.
1w
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Lead Advisor, Pacific Northwest - KAR
United States or San Francisco or Seattle or Portland or Los Angeles or Hartford
$120k-$150k/yr RemoteFull Time
5+ YOEBachelor’s degree in finance or economics, 5+ years in financial services and wealth advisory client service, strong communication skills, and Series 65/66, CFP, or CFA.
eMoney, Microsoft, Salesforce
2mo
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Senior Wealth Advisor
Tigard, Oregon, United States
$150k-$200k/yr OnsiteFull Time
10+ YOEBachelor's degree, 10+ years relevant experience, Series 65/CFP/CFA required, experience with high-net-worth clients, proficiency with eMoney and MoneyGuide Pro, team leadership and clean U4 required.
eMoney, MoneyGuide Pro
3d
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Beauty Advisor - Part Time
Portland, Oregon, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; excellent communication; product knowledge; teamwork; reliability; and ability to lift and carry up to 50 pounds.
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