Financial Consultant Jobs in Oregon

Financial Consultant jobs in Oregon are concentrated in Portland, Eugene, and Bend, where major employers such as Umpqua Bank, Pacific Premier Bank, and Merrill Lynch have established operations across wealth management, retirement planning, and business financial advisory. The market draws candidates at every level, from entry-level financial analysts stepping into a consultant track to seasoned advisors managing complex client portfolios. Oregon's growing technology sector and aging population have kept demand for financial consultants steady and broad. Find a role that fits below and apply directly.

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Overview

Open roles9
Top employerWealthbridge Financial
Top citySalem, OR
Cities hiring8
Work type83% Hybrid
Top credentialBachelor's degree in finance

Showing 5 of 9+ Financial Consultant jobs

Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
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Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Salem, Oregon
Compliance & Risk
Health & Safety
Project Management
$100k - $110k/yr
Remote (US)
Master's degree in business administration

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Charles Schwab
Financial Consultant Partner - Portland, OR (Lake Oswego)
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Charles Schwab
Added 1w ago
Financial Consultant Partner - Portland, OR (Lake Oswego)
Charles Schwab
Lake Oswego, Oregon
Partnerships & Business Development
Program Management
Project Management
$51k - $100k/yr
10,000+

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Oregon State Credit Union
Financial Services Consultant I
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Oregon State Credit Union
Added 2w ago
Financial Services Consultant I
Oregon State Credit Union
Woodburn, Oregon
Customer Service
Customer Support
Hospitality & Guest Services
$21 - $23/hr
High school diploma or GED
201-500

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Oregon State Credit Union
Financial Services Consultant I - Floater
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Oregon State Credit Union
Added 4mo ago
Financial Services Consultant I - Floater
Oregon State Credit Union
Philomath, Oregon
Consulting & Professional Services
IT Support
Solutions Engineering & Architecture
High school diploma or GED
201-500

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Wealthbridge Financial Group
Financial Consultant , Financial Advisor
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Wealthbridge Financial Group
Added 5mo ago
Financial Consultant , Financial Advisor
Wealthbridge Financial Group
Gresham, Oregon
Business Strategy
Consulting & Professional Services
Corporate Development & M&A
$75k - $150k/yr
Hybrid
Bachelor's degree in finance

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See All 9 Financial Consultant Jobs in Oregon

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Financial Consultant Jobs by City in Oregon

Where Oregon roles are concentrated, by current openings.

Salem
2 jobs
Bend
1 job
Eugene
1 job
Gresham
1 job
Portland
1 job
Woodburn
1 job
Philomath
1 job
Lake Oswego
1 job

Financial Consultant Job Market in Oregon

A snapshot from current Oregon openings, updated as new roles post.

Who's Hiring

Wealthbridge Financial
Wealthbridge Financial5 open roles
Oregon State Credit Union
Oregon State Credit Union2 open roles
Ryder System
Ryder System1 open role

What Oregon Employers Look For

The qualifications that appear most often in financial consultant jobs across Oregon.

  • Active FINRA Series 65 or Series 66 license required or eligible in Oregon
  • Bachelor's degree in finance, accounting, economics, or a closely related field
  • Demonstrated experience building and managing client financial plans and investment strategies
  • Proficiency with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
  • Strong knowledge of retirement accounts, tax-advantaged vehicles, and estate planning basics
  • CFP, CFA, or ChFC designation preferred or in active pursuit

Financial Consultant Jobs in Oregon: Frequently Asked Questions

How do you become a financial consultant in Oregon?

Most financial consultant roles in Oregon require passing the FINRA Series 65 exam, which registers you as an Investment Adviser Representative through the Oregon Division of Financial Regulation. Some employers accept a Series 66 combined with a Series 7 in its place. A bachelor's degree in finance, economics, or accounting is the standard educational baseline. Earning a CFP designation significantly strengthens your candidacy, and many Oregon firms will sponsor the coursework after hire.

Which companies hire financial consultants in Oregon?

Oregon financial consultant roles are posted by Wealthbridge Financial, Oregon State Credit Union, and Ryder System and others right now, based on current listings on Migrate Mate as of September 2026. Oregon's strong community banking presence and growing independent wealth management firms mean openings appear across both large institutions and boutique advisory practices.

Which Oregon cities have the most financial consultant jobs?

Salem, Bend, and Eugene account for the largest share of financial consultant openings in Oregon. Portland dominates as the state's commercial and banking center, while Eugene's university presence and Bend's rapid population growth have created consistent demand for personal financial planning and small-business advisory services.

Are there remote financial consultant jobs in Oregon?

Yes, and more than many fields. About 100% of financial consultant openings tied to Oregon are remote or hybrid as of September 2026, reflecting how much of the work involves digital meetings, online planning tools, and phone-based client relationships. Portfolio review, financial plan preparation, and ongoing client advisory sessions are the parts of the role most commonly performed remotely.

How can I get hired as a financial consultant in Oregon with little or no experience?

The most realistic entry path is a financial analyst or client associate role at an Oregon-based bank or credit union such as Umpqua Bank, OnPoint Community Credit Union, or a regional Merrill Lynch branch, then transitioning into a consultant track once licensed. Pursuing your Series 65 while working in an adjacent role like a bank teller, loan officer, or investment operations associate shows intent and often opens internal doors. Oregon's larger wealth management firms regularly hire new graduates into associate advisor programs designed to build licensing and a client book over two to three years.

Where can I find and apply to financial consultant jobs in Oregon?

You can find and apply to financial consultant jobs in Oregon on Migrate Mate, which lists current Oregon openings updated regularly. Find the roles that fit your experience and credentials, then apply directly through each listing.

See All 9 Financial Consultant Jobs in Oregon

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