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+
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
14 days+
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Financial Planner CFP
Portland OR
Senior Financial Planner: Wealth Strategy Lead
Senior Financial Planner: Wealth Strategy Lead
ep wealth advisors • Vancouver (WA)
On-site
USD 120,000 - 190,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+6
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+
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+
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+
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Independent Financial Advisor & Holistic Planner
Independent Financial Advisor & Holistic Planner
Northwestern Mutual • Salem (OR)
On-site
USD 61,000 - 250,000
Fully company-funded retirement plan
Health, dental, vision insurance
Life Insurance and Disability Income
14 days+
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
14 days+
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
14 days+
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
14 days+
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Executive Wealth Planner — Strategy & Legacy
Executive Wealth Planner — Strategy & Legacy
Soteria Reinsurance Ltd. • Tigard (OR), Northern (KY)
Hybrid
USD 120,000 - 170,000
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
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)
On-site
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 Planning Associate - Seattle, Vancouver, Redwood City (Hybrid)
Financial Planning Associate - Seattle, Vancouver, Redwood City (Hybrid)
ep wealth advisors • Vancouver (WA)
On-site
USD 70,000 - 110,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+15
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+
Wealth Planning Analyst
Wealth Planning Analyst
Mariner • Tigard (OR)
On-site
USD 60,000 - 90,000
48 hours ago
Be an early applicant
Wealth Planning Analyst
Wealth Planning Analyst
Mariner Wealth Advisors • Tigard (OR), Northern (KY)
Hybrid
USD 60,000 - 90,000
3 days ago
Be an early applicant
Managing Director, Financial Advisor
Managing Director, Financial Advisor
WealthBridge Financial Group • Salem (OR)
On-site
USD 150,000 - 210,000
Health coverage
401(k) plan
Life & disability insurance
+2
2 days ago
Be an early applicant
Senior Financial Planner - Seattle, WA, Vancouver, WA, Redwood City, CA (Hybrid)
Senior Financial Planner - Seattle, WA, Vancouver, WA, Redwood City, CA (Hybrid)
ep wealth advisors • Vancouver (WA)
On-site
USD 120,000 - 190,000
11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
+6
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
14 days+
Vice President, Wealth Planner - Tigard, OR
Vice President, Wealth Planner - Tigard, OR
Fidelity Investments • Portland (OR)
On-site
USD 90,000 - 130,000
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+
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+
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