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Financial Consultant Jobs in Oregon City, OR (518)

Health and Benefits Financial Manager/Actuarial Senior Consultant

Aon Hewitt
Portland, Oregon
Part-Time
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$100k - $129k / year

Chief Financial Officer CFO Advisor Portland

ExecHQ
Portland, Oregon
Health Insurance
Dental Insurance
Vision Insurance

Planning Consultant- Tigard, OR

Fidelity Investments
Portland, Oregon
Education

Job Posting: Chief Development Officer

The Northwest Planned Giving Roundtable
Vancouver, Washington
Dental Insurance
Vision Insurance
Icon: salary
$140k - $155k / year

Chief Financial Officer

Affinity Executive Search
Portland, Oregon
Icon: salary
$200k / year

Remote Financial Entrepreneur & Sales Consultant

GFI Global Financial Impact
🌎 Remote
Remote
‌

Locum Physician (MD/DO) - Hematology and Oncology in Coos Bay, OR

LocumJobsOnline
Portland, OR
New
‌

Locum Certified Registered Nurse Anesthetist (CRNA) in Oregon

LocumJobsOnline
Portland, OR
New
‌

Financial Advisor

Cetera Investment Services
Milwaukie, OR
New
Health Insurance
‌

Financial Advisor

Insight Global
Portland, OR
New
403(b)
Health Insurance
Icon: salary
$525k / year
‌

Financial Advisor

Infinite Heights Wealth Management
Portland, OR
New
Health Insurance
Dental Insurance
Vision Insurance
Education
‌

Retirement Plan Education Specialist

Deschutes Investment Consulting
Portland, OR
‌

Wealth Management Associate

Equitable Advisors
Portland, OR
New
Health Insurance
Dental Insurance
Vision Insurance
Icon: salary
$250 - $1,000 / week
‌

Senior Financial Analyst

TheASPTeam
Portland, OR
Icon: salary
$120k - $160k / year
‌

Entry Level Financial Consultant

Dave Santos Group
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
Icon: salary
$2,500 / month
‌

Portfolio Counselor (Hiring Immediately)

Fisher Investments
Gresham, Oregon
PTO
Dental Insurance
Vision Insurance
Icon: salary
$100k / year
‌

Financial Counselor (Hiring Immediately)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$80k - $130k / year
‌

Financial Consultant (Hiring Immediately)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $130k / year
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Portland, OR
Diversity Leader
Icon: salary
$69.6k - $105k / year
‌

Financial Consultant

Empower Retirement
Portland, OR
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$52k - $64k / year
‌

Financial Consultant

Fisher Investments
🌎 Remote
Remote
Hybrid
PTO
Dental Insurance
Vision Insurance
Icon: salary
$80k - $130k / year
‌

Oracle Cloud Financial Consultant

Accenture
Beaverton, OR
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $130k / year
‌

Financial Solutions Advisor Stage I - Registration candidate - Consumer Investments - West Linn Summit Financial Center

Bank of America
West Linn, OR
Diversity Leader
Eco-Friendly
‌

Tax Manager, Investment Management, Private Wealth (West Region Office Locations)

Deloitte
Portland, OR
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Merrill Experienced Financial Advisor

Bank of America
Portland, OR
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Advisor Development Program - Financial Solutions Advisor Trainee: Mill Plain Financial Center

Bank of America
Vancouver, WA
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $32 / hour
‌

Tax Senior, Investment Management - Private Wealth (West Region Office Locations)

Deloitte
Portland, OR
Diversity Leader
Icon: salary
$63.4k - $144.3k / year
‌

Merrill Financial Solutions Advisor - Oregon & SW Washington Market

Bank of America
Lake Oswego, OR
Diversity Leader
Eco-Friendly
Icon: salary
$75k - $85k / year
‌

BQ058 - Financial Solutions Advisor Stage I - Registration candidate

Bank of America
Portland, OR
Hourly
Diversity Leader
Eco-Friendly
Icon: salary
$28.85 - $33.65 / hour
‌

Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)

Deloitte
Portland, OR
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Payments Fraud Analytics and Data Science Senior Consultant

Deloitte
Portland, OR
Diversity Leader
Icon: salary
$107.7k - $207.8k / year
‌

Business Solutions Advisor - Eastport Plaza Financial Center - Bilingual Mandarin Required

Bank of America
Portland, OR
Diversity Leader
Eco-Friendly

Job Description

Working as a Financial Consultant in Oregon City, OR

There are 518 Financial Consultant opportunities available in Oregon City, OR all with unique requirements.

A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients.  This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.

Financial Consultant jobs near Oregon City, OR

Financial Consultants in Oregon City, OR Resume Data

Average Experience for Financial Consultants in Oregon City, OR

  • More than 10 years: 68%
  • 6-10 years: 24%
  • 3-5 years: 7%
  • 1-2 years: 1%
  • Less than 1 year: 0%

Educational Background for Financial Consultants in Oregon City, OR

  • Bachelors: 43%
  • Masters: 27%
  • Diploma: 17%
  • Associates: 10%
  • Doctorate: 3%

Top Skill for Financial Consultants in Oregon City, OR

  • Customer focus & orientation: 17%
  • Sales skills: 15%
  • Attention to detail: 15%
  • Management & leadership skills: Planning & execution: 9%
  • Work style: Reliability: 9%
  • Spreadsheets with Microsoft Excel: 8%
  • Management & leadership skills: Impact & influence: 7%
  • Verbal communication: 7%
  • Customer service: 7%
  • Administrative assistant/receptionist: 6%

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