Financial Professional Jobs in Oregon
Financial Professional jobs in Oregon are open across Salem, Portland, and Bend and other Oregon metros, with employers like Bank of America, Ameriprise Financial, and Northwestern Mutual hiring at every experience level. Find a role that fits below and apply directly.
Find Financial Professional JobsOverview
Showing 5 of 8+ Financial Professional jobs
This Financial Services Professional role oversees all of the practice's group retirement plans, partnering with our financial advisors to deliver a quality and wholistic experience for our clients.
This individual serves as the practice's dedicated specialist for all group retirement plan services. They are responsible for managing and enhancing our client experience related to retirement plans. This includes 401(k) Plans, Cash Balance Plans, 403(b), Pension, and SIMPLE plans.
The position focuses on client service, planning, participant engagement, compliance support, and operational execution while identifying and pursuing growth opportunities through new plans or participant rollovers.
This individual is expected to maintain high standards of business ethics and stays current on applicable regulations, contribution limits, and industry best practices as applicable to retirement plans.
Key Responsibilities
Client Management:
- Primary contact for plan sponsors and participants
- Participate in review meetings and service check-ins
- Support onboarding of new clients
- Deliver annual education meetings
- Provide ongoing participant guidance
- Create education/communication materials
- Respond to client needs promptly
Administration & Compliance:
- Coordinate with TPAs, custodians, recordkeepers
- Manage contributions, distributions, loans
- Support ERISA, IRS, DOL compliance
- Assist with Form 5500, audits, testing
- Maintain CRM and plan records
- Improve workflows
- Respond to client needs promptly
Consulting:
- Support plan design and strategy for advisors
- Prepare analysis and client materials for client meetings
- Assist advisors in fiduciary discussions & client meetings
Business Development:
- Identify rollover opportunities
- Support new client proposals
- Assist in events and seminars
Qualifications
- 3+ years in financial services
- Retirement plan expertise (preferred)
- Licensing (required or willing to obtain):
- SIE, Series 7, Series 66
- State Life, Accident & Health licenses
- Experience with plan sponsors preferred
- Experience with business owners preferred
- ERISA and fiduciary knowledge
- Familiarity with TPAs and financial service platforms
Skills & Attributes
- Personable and professional
- Strong relationship management
- Team-oriented
- Proactive and solutions-driven
- Strong client service and communication
- Organized and detail-oriented
- Strong leadership skills
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have experience in managing compliance, education or administration for Retirement Plans?
Education:
- Bachelor's (Required)
Experience:
- Financial services: 3 years (Required)
License/Certification:
- Series 7 (Preferred)
- Series 66 (Preferred)
Ability to Relocate:
- Salem, OR 97301: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Salem, OR 97301
This Financial Services Professional role oversees all of the practice's group retirement plans, partnering with our financial advisors to deliver a quality and wholistic experience for our clients.
This individual serves as the practice's dedicated specialist for all group retirement plan services. They are responsible for managing and enhancing our client experience related to retirement plans. This includes 401(k) Plans, Cash Balance Plans, 403(b), Pension, and SIMPLE plans.
The position focuses on client service, planning, participant engagement, compliance support, and operational execution while identifying and pursuing growth opportunities through new plans or participant rollovers.
This individual is expected to maintain high standards of business ethics and stays current on applicable regulations, contribution limits, and industry best practices as applicable to retirement plans.
Key Responsibilities
Client Management:
- Primary contact for plan sponsors and participants
- Participate in review meetings and service check-ins
- Support onboarding of new clients
- Deliver annual education meetings
- Provide ongoing participant guidance
- Create education/communication materials
- Respond to client needs promptly
Administration & Compliance:
- Coordinate with TPAs, custodians, recordkeepers
- Manage contributions, distributions, loans
- Support ERISA, IRS, DOL compliance
- Assist with Form 5500, audits, testing
- Maintain CRM and plan records
- Improve workflows
- Respond to client needs promptly
Consulting:
- Support plan design and strategy for advisors
- Prepare analysis and client materials for client meetings
- Assist advisors in fiduciary discussions & client meetings
Business Development:
- Identify rollover opportunities
- Support new client proposals
- Assist in events and seminars
Qualifications
- 3+ years in financial services
- Retirement plan expertise (preferred)
- Licensing (required or willing to obtain):
- SIE, Series 7, Series 66
- State Life, Accident & Health licenses
- Experience with plan sponsors preferred
- Experience with business owners preferred
- ERISA and fiduciary knowledge
- Familiarity with TPAs and financial service platforms
Skills & Attributes
- Personable and professional
- Strong relationship management
- Team-oriented
- Proactive and solutions-driven
- Strong client service and communication
- Organized and detail-oriented
- Strong leadership skills
Pay: $80,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Paid training
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have experience in managing compliance, education or administration for Retirement Plans?
Education:
- Bachelor's (Required)
Experience:
- Financial services: 3 years (Required)
License/Certification:
- Series 7 (Preferred)
- Series 66 (Preferred)
Ability to Relocate:
- Salem, OR 97301: Relocate before starting work (Preferred)
Work Location: Hybrid remote in Salem, OR 97301
See All 8 Financial Professional Jobs in Oregon
Find roles in Oregon that match your experience and apply in just a few clicks.
Find Financial Professional JobsFinancial Professional Jobs by City in Oregon
Where Oregon roles are concentrated, by current openings.
Financial Professional Job Market in Oregon
A snapshot from current Oregon openings, updated as new roles post.
Who's Hiring
- Bank of America3
- Ameriprise Financial1
- Northwestern Mutual1
- Northwestern Mutual-Bend1
- Oregon State University1
Top Industries Hiring
- Banking & Financial Services3
- Insurance2
- Investment & Asset Management2
- Consulting & Professional Services1
- Education1
What Oregon Employers Look For
The qualifications that appear most often in financial professional jobs across Oregon.
- Bachelor's degree in finance, accounting, economics, or a related business field
- Active FINRA Series 7 or Series 66 license, or willingness to obtain
- Proficiency in financial modeling, Excel, and industry platforms such as Bloomberg or Morningstar
- Two or more years of experience in financial analysis, planning, or client advisory roles
- CFP, CFA, or CPA designation preferred for senior or advisory positions
- Strong knowledge of regulatory compliance standards including FINRA rules and fiduciary requirements
Financial Professional Jobs in Oregon: Frequently Asked Questions
How many financial professional jobs are there in Oregon?
There are 8+ financial professional openings in Oregon on Migrate Mate as of June 2026, with the most roles in Salem, Portland, and Bend. New positions post regularly as employers across Oregon hire.
How much do financial professionals make in Oregon?
Financial professionals in Oregon earn a median of about $122,830 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $54,940 for the lowest 10% to over $459,050 for the top 10%. Pay rises with experience, specialty, and employer.
Which Oregon cities have the most financial professional jobs?
Salem, Portland, and Bend have the most financial professional openings in Oregon right now, with additional roles spread across smaller metros statewide.
Which companies hire financial professionals in Oregon?
Employers hiring financial professionals in Oregon include Bank of America, Ameriprise Financial, and Northwestern Mutual, based on current listings on Migrate Mate as of June 2026.
Are there remote financial professional jobs in Oregon?
Yes. About 38% of financial professional openings tied to Oregon are remote or hybrid as of June 2026. The rest are on-site roles based in Oregon metros.
How do I apply for financial professional jobs in Oregon?
You can apply to financial professional jobs in Oregon directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Oregon location, then apply to each one that fits.
See All 8 Financial Professional Jobs in Oregon
Find roles in Oregon that match your experience and apply in just a few clicks.
Find Financial Professional Jobs