Personal Financial Advisor Jobs in Newberg, OR

1-4 of 4 Jobs

Wealth Advisor

  • Aprio
  • Portland, OR (19 miles from Newberg, OR)
  • 1 day ago
  • Portland, OR (19 miles from Newberg, 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 (19 miles from Newberg, OR)
  • 45+ days ago
  • Portland, OR (19 miles from Newberg, 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 (15 miles from Newberg, OR)
  • 90+ days ago
  • Lake Oswego, OR (15 miles from Newberg, 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 (19 miles from Newberg, OR)
  • 90+ days ago
  • Portland, OR (19 miles from Newberg, 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 Newberg, OR

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

Local
National
32,028
881
Medium

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 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,...
Corporate Finance Institute
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...
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Salary for Personal Financial Advisor Jobs in Newberg, 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 Newberg, 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 Newberg, 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!