46 client advisor jobs at 22 companies in Salem, OR
1mo
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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
2w
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Private Client Advisor II
Portland, Oregon, United States
OnsiteFull Time
12+ YOESeries 7/63/65/66 licensing (or willingness to obtain), SAFE Act registration for mortgage origination, 12+ years private banking/complex financial services experience, strong business development and client advisory skills.
2w
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Private Client Advisor II
Portland, Oregon, United States
OnsiteFull Time
12+ YOESeries 7/63/65 (or 7/66) licensure expected, SAFE Act registration, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets, strong client management and sales skills.
2w
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J.P. Morgan Wealth Management – Private Client Advisor – Albany, NY
Albany or Albany or Albany
$64k/yr OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition skills, Series 7 and Series 66 (or 63/65) active, life/health/long-term-care insurance license, goals-based planning and relationship management.
2mo
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Full Time IWC Client Advisor
Portland, Oregon, United States
OnsiteFull Time
3+ YOEHigh school diploma or equivalent; 3 years sales/hospitality experience; CRM proficient; strong networking and communication 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
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
19h
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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
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.
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.
1d
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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
1w
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Beauty Advisor - Part Time
Tigard, Oregon, United States
$18-$21/hr OnsitePart Time
Provide personalized consultations, strong client service in retail or hospitality, physical ability to lift up to 50 lbs, excellent communication and product knowledge.
1w
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Beauty Advisor - Part Time
Portland, Oregon, United States
$18-$21/hr OnsiteFull Time, Part Time
Retail experience providing excellent client service, strong communication, ability to lift up to 50 pounds, passion for beauty and trends, reliable attendance and flexible availability.
4d
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Part-Time Beauty Advisor - Sephora
Clackamas, Oregon, United States
$18/hr OnsitePart Time
Client-facing retail experience, passion for beauty, strong communication, ability to lift up to 50 lbs, flexible availability for days/nights/weekends/holidays, basic math and computer skills.
handheld scanners
3d
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PWM Private Wealth Advisor
Portland, Oregon, United States
$127k-$155k/yr OnsiteFull Time
8+ YOE8+ years working with high/ultra-high net worth clients; bachelor's degree or equivalent experience; NMLS registration; strong relationship management, analytical, and communication skills.
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