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Financial Planner CFP 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
14 days+
Financial Planning Associate Flexible Schedule and Growth
Financial Planning Associate Flexible Schedule and Growth
ep wealth advisors • Vancouver (WA)
On-site
USD 65,000 - 75,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+5
14 days+
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Financial Planner CFP
Portland OR
Financial Consultant
Financial Consultant
Jobtailor • Vancouver (WA)
On-site
USD 90,000 - 150,000
14 days+
Senior Financial Planner — Flexible Schedule & Client Impact
Senior Financial Planner — Flexible Schedule & Client Impact
ep wealth advisors • Vancouver (WA)
On-site
USD 120,000 - 180,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+5
14 days+
Client-Focused Financial Planner & Retirement Specialist
Client-Focused Financial Planner & Retirement Specialist
Jobtailor • Vancouver (WA)
On-site
USD 90,000 - 150,000
14 days+
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
14 days+
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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
14 days+
Independent Financial Advisor
Independent Financial Advisor
Boyce Financial Group • Vancouver (WA)
On-site
USD 90,000 - 150,000
14 days+
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
14 days+
Independent Financial Advisor — Personal Wealth Planning
Independent Financial Advisor — Personal Wealth Planning
Boyce Financial Group • Vancouver (WA)
On-site
USD 90,000 - 150,000
14 days+
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Financial Planning Assistant - Client-Focused Growth
Financial Planning Assistant - Client-Focused Growth
Resource Financial Planning, Inc. • Portland (OR)
On-site
Retirement plan with 3% match
Paid time off for Summer Fridays
Access to gym and onsite cafes
+2
14 days+
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
12 days ago
Client‑Focused Financial Planner for Retirement Planning
Client‑Focused Financial Planner for Retirement Planning
Fidelity Investments • Portland (OR)
On-site
USD 60,000 - 85,000
Competitive total rewards package
Training and onboarding programs
14 days+
Retirement Planning & Investment Advisor
Retirement Planning & Investment Advisor
Voya Financial Advisors • Portland (OR)
On-site
USD 60,000 - 90,000
Professional development resources
Competitive salaries
Work-Life Balance Program
+2
14 days+
Financial Planning Associate
Financial Planning Associate
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
14 days+
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
14 days+
Financial Advisor - Tualatin, OR
Financial Advisor - Tualatin, OR
COUNTRY Financial® • Tualatin (OR)
On-site
USD 60,000 - 90,000
Performance-based global trips
Access to continued learning
Corporate office support
14 days+
Senior Financial Planner
Senior Financial Planner
ep wealth advisors • Vancouver (WA)
On-site
USD 120,000 - 180,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+5
14 days+
Senior Financial Advisor: Fee-Based Wealth Planning
Senior Financial Advisor: Fee-Based Wealth Planning
Edelman Financial Engines • Portland (OR)
On-site
USD 125,000 - 350,000
Health & dental insurance
Wellness plans
401(k) contributions
+1
3 days ago
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Financial Planning Associate - Seattle, Vancouver, Redwood City
Financial Planning Associate - Seattle, Vancouver, Redwood City
ep wealth advisors • Vancouver (WA)
On-site
USD 65,000 - 75,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+5
14 days+
Financial Consultant- Beaverton, OR
Financial Consultant- Beaverton, OR
Fidelity Investments • Portland (OR)
On-site
USD 60,000 - 85,000
Competitive total rewards package
Training and onboarding programs
14 days+
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
14 days+
Financial Advisor - Established Client Portfolio
Financial Advisor - Established Client Portfolio
Wealth Enhancement Group • Salem (OR)
On-site
USD 100,000 - 130,000
Medical, dental, vision coverage
401(k) with match
Paid time off
+1
14 days+
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
14 days+
Financial Advisor: High Earning Wealth Planning & Growth
Financial Advisor: High Earning Wealth Planning & Growth
OnPoint Community Credit Union • Camas (WA)
On-site
USD 85,000 - 150,000
Paid Time Off
401(k) Retirement Plan
Commission‑based earning potential
+1
8 days ago
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