Personal Financial Advisor Jobs in Lake Oswego, OR

1-4 of 4 Jobs

Associate Wealth Advisor

  • Focus Financial Partners
  • Portland, OR (6 miles from Lake Oswego, OR)
  • 17 days ago
  • Portland, OR (6 miles from Lake Oswego, OR)
  • 17 days ago

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

Remote

Wealth Management Consultant

  • Accenture
  • Beaverton, OR (8 miles from Lake Oswego, OR)
  • 25 days ago
  • Beaverton, OR (8 miles from Lake Oswego, OR)
  • 25 days ago

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

In Person

Wealth Advisor - Mechanics Bank

  • LPL Financial Services
  • Vancouver, WA (19 miles from Lake Oswego, OR)
  • 60+ days ago
  • Vancouver, WA (19 miles from Lake Oswego, OR)
  • 60+ 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 (6 miles from Lake Oswego, OR)
  • 90+ days ago
  • Portland, OR (6 miles from Lake Oswego, 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 Lake Oswego, OR

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

Local
National
47,166
2,143
Medium

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.
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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...
John Academy
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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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...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Lake Oswego, 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 Lake Oswego, 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 Lake Oswego, 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!