Personal Financial Advisor Remote & Hybrid Only Jobs in Oregon
A Personal Financial Advisor is a vital professional within the finance industry, providing financial advice to clients on topics including investments, tax laws, and insurance decisions. They help clients plan for short and long-term goals, such as meeting education expenses and saving for retirement. They research investment opportunities, stay current with economic trends, and meet with clients to review financial goals. Personal Financial Advisors also help clients manage debt, plan their estate, and maximize their savings.
Important skills for a Personal Financial Advisor include strong analytical ability, excellent interpersonal and sales skills, and a keen attention to detail. They need to be licensed through the Financial Industry Regulatory Authority (FINRA), and while not required, many advisors also obtain the Certified Financial Planner (CFP) certification to enhance their professional standing. Those interested in this profession often start in related fields such as investment banking, insurance sales, or financial auditing. Prior roles that can lead to a Personal Financial Advisor position include Financial Analyst, Accountant, and Insurance Sales Agent.
Job Description No industry can escape digital's disruption, especially not Wealth Management....
In Personplanning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In Personplanning Core Competencies: Strong self-motivation and ability to work independently Excellent verbal, written and interpersonal communication skills Possess strong organization skills Excellent customer...
In Person#LI-KT1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services....
RemoteWealth Advisor (Hybrid, Bend, OR)
- Oregon Community Credit Union
- Eugene, OR
- 30+ days ago
- Eugene, OR
- 30+ days ago
OCCU is seeking a Wealth Advisor to join the Wealth Management team....
HybridAre you skilled at developing wealth management strategies? Does financial data excite you?...
In PersonSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Portland region
- Empower
- Remote, OR
- 30+ days ago
- Remote, OR
- 30+ days ago
Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning Excellent verbal and written communication skills; strong interpersonal skills...
HybridWealth Advisor- Portland/Lake Oswego
- Carson Group
- Lake Oswego, OR
- 45+ days ago
- Lake Oswego, OR
- 45+ days ago
Where integrity meets expertise in the world of wealth management. At Carson Wealth, our core values shape everything we do. We believe in doing the right thing, always....
In PersonIncumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management....
In PersonQualifications: Bachelor's degree CFP designation, or working towards it 5+ years' experience working in Financial Planning for an RIA or Wealth Management Firm Series 7 & 63 licenses required for the...
Hybridfinancial planner, investment advisor Representative, or wealth manager....
In PersonDemographic Data for Oregon
Moving to Oregon? Find some basic demographic data about Oregon below.
Personal Financial Advisor Online Courses and Training Opportunities
Salary for Personal Financial Advisor Jobs in Oregon
Required or preferred licenses and certifications for Personal Financial Advisor positions.
Highest Education Level
Personal Financial Advisors in Oregon offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Personal Financial Advisor position
- Nationwide Mortgage Licensing System & Registry
- OFAC
- Private Banking
- Asset Allocation
- Financial Planning
- Financial Accounting Standards
- Mutual Funds
- Wealth Management
- Investment Analysis
- Investment Banking
- Accruals
- BSA
- Retirement Planning
- Estate Planning
- Investment Management
- Relationship Management
- Financial Analysis
- Tax Planning
- Client Relationships
- Portfolio Management
- E-Verify
- Mortgage Processing
- Customer Retention
- Financial Services
- Due Diligence
- Asset Management
- Client Services
- Finance
- Reimbursement
- Risk Management
- Strategy Development
- Relationship Management
- Written Communication
- Business Development
- Presentation
- Coaching
- Policy Development
- Team Building
- Collaboration
- Microsoft PowerPoint
- Bachelor's Degree
- Sales
- Regulations
- Microsoft Excel
- Research Skills
- Microsoft Office
- Problem Solving
- Teamwork
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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