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Certified Financial Planner Jobs in Portland OR

Financial Planning Counselor — Client Education & Planning

Financial Planning Counselor — Client Education & Planning

Fisher Investments • Camas (WA)

On-site
USD 85,000 - 130,000
100% paid medical, dental and vision premiums
50% 401(k) match
20 days of PTO plus 10 paid holidays
+1
Holistic Financial Planner for Wealth Management

Holistic Financial Planner for Wealth Management

Aldrich • Lake Oswego (OR)

Hybrid
USD 70,000 - 90,000
Health Insurance Benefits
401(k) plan with match
4 weeks of vacation
+1
Executive Wealth Planner — Strategy & Legacy

Executive Wealth Planner — Strategy & Legacy

Soteria Reinsurance Ltd. • Tigard (OR), Northern (KY)

Hybrid
USD 120,000 - 170,000
Associate Financial Advisor at Multnomah Group Portland, OR

Associate Financial Advisor at Multnomah Group Portland, OR

Multnomah Group • Portland (OR)

On-site
USD 55,000 - 75,000
Financial Planning Counselor

Financial Planning Counselor

Fisher Investments • Camas (WA)

On-site
USD 85,000 - 130,000
100% paid medical, dental and vision premiums
50% 401(k) match
20 days of PTO plus 10 paid holidays
+1
Vice President, Wealth Planner - Tigard, OR

Vice President, Wealth Planner - Tigard, OR

Fidelity Investments • Portland (OR)

On-site
USD 90,000 - 130,000
Vice President, Wealth Planner - Tigard, OR

Vice President, Wealth Planner - Tigard, OR

Fidelity Investments Inc. • Portland (OR)

On-site
USD 120,000 - 180,000
Financial Planning Associate - Client-Focused Wealth

Financial Planning Associate - Client-Focused Wealth

EP Wealth Advisors, LLC • Vancouver (WA), Northern (KY)

Hybrid
USD 70,000 - 94,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+9
Financial Planning Associate

Financial Planning Associate

EP Wealth Advisors, LLC • Vancouver (WA), Northern (KY)

On-site
USD 70,000 - 94,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+9
Financial Consultant , Financial Advisor

Financial Consultant , Financial Advisor

WealthBridge Financial Group • Gresham (OR)

On-site
USD 60,000 - 90,000
Top-tier health coverage
401(k) retirement plan with company match
Life and disability insurance
+2
Financial Consultant , Financial Advisor

Financial Consultant , Financial Advisor

WealthBridge Financial Group • Portland (OR)

On-site
USD 70,000 - 110,000
Health coverage
401(k) match
Life insurance
+4
VP, Wealth Planning & Strategy

VP, Wealth Planning & Strategy

Fidelity Investments Inc. • Portland (OR)

On-site
USD 120,000 - 180,000
Client-Focused Financial Advisor and Investment Planner

Client-Focused Financial Advisor and Investment Planner

BMO U.S. • Portland (OR)

On-site
USD 55,000 - 120,000
Health insurance
Tuition reimbursement
Accident and life insurance
+1
Financial Advisor

Financial Advisor

MassMutual Oregon • Lake Oswego (OR)

On-site
USD 90,000 - 150,000
Partner, Senior Wealth Advisor & Practice Leader

Partner, Senior Wealth Advisor & Practice Leader

Mercer Advisors • Portland (OR)

On-site
USD 150,000 - 200,000
Company-paid life & AD&D insurance
401(k) retirement plan
Generous paid time off
Vice President, Wealth Planner - Tigard, OR

Vice President, Wealth Planner - Tigard, OR

Soteria Reinsurance Ltd. • Tigard (OR), Northern (KY)

On-site
USD 120,000 - 170,000
Associate Financial Advisor - Growth Path to Lead

Associate Financial Advisor - Growth Path to Lead

Multnomah Group • Portland (OR)

On-site
USD 55,000 - 75,000
Financial Planning Associate: Flexible Schedule and Impact

Financial Planning Associate: Flexible Schedule and Impact

EP Wealth Advisors • Vancouver (WA)

On-site
USD 70,000 - 94,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+16
Financial Planning Assistant - Client-Focused Growth

Financial Planning Assistant - Client-Focused Growth

Resource Financial Planning, Inc. • Portland (OR)

On-site
USD 36,506 - 45,460
Retirement plan with 3% match
Paid time off for Summer Fridays
Access to gym and onsite cafes
+2
Personal Financial Counselor, Assignment Ready Counselor Oregon

Personal Financial Counselor, Assignment Ready Counselor Oregon

Magellan Health • Portland (OR)

On-site
USD 58,440 - 93,500
Health, life, and voluntary benefits
Short-term incentives and comprehensive benefits package
Senior Wealth Planner & Client Growth Leader

Senior Wealth Planner & Client Growth Leader

Edelman Financial Engines, LLC • Portland (OR)

On-site
USD 125,000 - 350,000
Health insurance
Dental insurance
401(k) contributions
Personal Financial Counselor, Assignment Ready Counselor Oregon

Personal Financial Counselor, Assignment Ready Counselor Oregon

Magellan Federal • Portland (OR)

On-site
USD 58,000 - 94,000
Military Financial Wellness Advisor

Military Financial Wellness Advisor

Ladgov Corporation • Salem (OR)

On-site
USD 52,000 - 78,000
Senior Wealth Planner & Generational Strategy Architect

Senior Wealth Planner & Generational Strategy Architect

Fidelity Investments • Portland (OR)

On-site
USD 90,000 - 130,000
Investment Consultant - Beaverton, OR

Investment Consultant - Beaverton, OR

Fidelity Investments • Portland (OR)

On-site
USD 70,000 - 95,000

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