Personal Financial Advisor Jobs in Dundee, OR

1-4 of 4 Jobs

Wealth Advisor

  • Aprio
  • Portland, OR (23 miles from Dundee, OR)
  • 1 day ago
  • Portland, OR (23 miles from Dundee, OR)
  • 1 day 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

Associate Wealth Advisor

  • Focus Financial Partners
  • Portland, OR (23 miles from Dundee, OR)
  • 45+ days ago
  • Portland, OR (23 miles from Dundee, OR)
  • 45+ days ago

#LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms....

Remote

Wealth Advisor - Mechanics Bank

  • LPL Financial Services
  • Lake Oswego, OR (19 miles from Dundee, OR)
  • 90+ days ago
  • Lake Oswego, OR (19 miles from Dundee, 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 (23 miles from Dundee, OR)
  • 90+ days ago
  • Portland, OR (23 miles from Dundee, 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

Demographic Data for Dundee, OR

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

Local
National
4,391
102
Small

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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Financial Development and Financial Inclusion
Learn how to develop an efficient, inclusive and stable financial sector that is essential for a thriving economy. This course was developed by the IMF in collaboration with the European...
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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,...
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Salary for Personal Financial Advisor Jobs in Dundee, 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 Dundee, 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 Dundee, 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!