Personal Financial Advisor Jobs in Donald, OR

1-4 of 4 Jobs

Aprio
Portland, OR (20 miles from Donald, OR)
12 days ago

Portland, OR (20 miles from Donald, OR)
12 days ago

Qualifications: 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...

Hybrid

Wealth Management Consultant

Accenture
Beaverton, OR (18 miles from Donald, OR)
60+ days ago

Beaverton, OR (18 miles from Donald, OR)
60+ days ago

Job Description No industry can escape digital's disruption, especially not Wealth Management....

In Person

Wealth Advisor - Mechanics Bank

LPL Financial Services
Lake Oswego, OR (14 miles from Donald, OR)
90+ days ago

Lake Oswego, OR (14 miles from Donald, OR)
90+ days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

In Person

Wealth Advisor - Mechanics Bank

Lplfinancial
Portland, OR (20 miles from Donald, OR)
90+ days ago

Portland, OR (20 miles from Donald, OR)
90+ days ago

Dedicated to meeting the banking, lending, and wealth management needs of its clients, Mechanics Bank is deeply committed to giving back to communities across the Golden State....

In Person

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Demographic Data for Donald, OR

Moving to Donald, OR? Find some basic demographic data about Donald, OR below.

Median Age

Average Household Income

Home Value vs Household Income in Donald, OR

Local

National

Total Population

1,009

Number of Businesses

City Size

Small

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial specialist, youll educate your clients on investments, taxes,...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Salary for Personal Financial Advisor Jobs in Donald, OR

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Donald, OR offer the following education background

Bachelor's Degree

52.6%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.1%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

Some High School

0.1%

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Donald, OR

2-4 years

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills