Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only en…
Job DetailsJob Location: Prism Morris - Portland, OR 97227Position Type: Full TimeSalary Range: $75,000.00 - $85,000.00 SalaryJob Shift: DayPrism Health is the only nonprofit LGBTQIA+ health center providing comprehensiv…
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Mortgage Trust
Loan Officer Assistant
Portland, Oregon, United States · Hybrid
$60k–$85k/yr
Mid level
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San Francisco, California, United States · Remote OK
$64k–$89k/yr
Entry level$657M raised
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$122k–$169k/yr
Senior$657M raised
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J.P. Morgan Advisors - Senior Client Associate - Portland, OR
Portland, Oregon, United States · On-site
$70k–$100k/yr
Mid level$1.6B raised
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JD Fulwiler & Company Insurance
Commercial Lines Insurance Account Manager
Portland, Oregon, United States · On-site
$31/hr–$40/hr
Senior
Description Are you an experienced Commercial Lines insurance professional who enjoys building strong client relationships and managing complex accounts? Join our team as a Commercial Lines Account Manager, where you'll …
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Associate Customer Experience Agent - Personal Lines (West Coast)
Portland, Oregon, United States · Remote OK
$20/hr–$26/hr
Entry level
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Marcus & Millichap
Oracle Fusion ERP Functional Lead – O2C and Project Accounting
Beaverton, Oregon, United States · Remote OK
$150k–$175k/yr
Senior$44M raised
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Title: Project Controls 1 Location: Portland, OR Job Type: Regular Full-Time What’s the Opportunity? Anchor QEA is seeking a project controls analyst to provide project controls and project methodology support in the fou…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$87k–$123k/yr
Full-time
bachelor degree, professional certificate
Medical Insurance, Dental Insurance, Vision Insurance, Life Insurance, 401(k) Plan With Company Matching, Financial Advisory Services
Posted 12d ago
Apply by Aug 15
~40 hrs/week
Remote in Portland, Oregon, United States, Seattle, Washington, United States
Responsibilities
The Private Wealth Advisor provides personalized financial planning and investment management services to an elite client base. They are responsible for managing client relationships, executing planning campaigns, and collaborating with portfolio management to optimize client outcomes.
Requirements
Candidates must have a bachelor's degree, at least 5 years of financial services experience, and a FINRA Series 65 license. Proficiency in wealth management strategies and a CFP certification are highly preferred.
Full job description
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.
Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.
The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients.
In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing financial reviews, support the execution of planning campaigns, and help identify opportunities to deepen relationships and expand wallet share within an elite client base.
This role is ideal for a detail-oriented and proactive advisor who brings deep curiosity, strong financial acumen, and a commitment to delivering an experience that is Easy, Personal, and Enlightening—an essential part of our mission to empower financial freedom for all and our vision to transform financial lives through advice, people, and technology.
This Private Wealth Advisor must be based in Portland or Seattle.
What you will do
Provide a best-in-class client experience through servicing proactive and reactive client engagements related to client onboarding, financial planning, and investor education
Lead clients through an optimal experience by effective management of outreach campaigns and Financial Planning milestones
Client relationship management: collaborate with your advisory team to grow and maintain strong long-term relationships with highly valued clients
Financial planning & analysis: provide comprehensive financial planning services tailored to clients’ individual needs and goals
Investment management: recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives
Track market trends, economic conditions, and regulatory changes impacting investments
Assist with monthly audit reviews in collaboration with various internal stakeholders
Collaborate with Portfolio Management to drive relationship clearance, manage customization, and accommodate client requests
What you will bring
Bachelor degree in Business or related discipline or equivalent experience
5+ years related work experience in financial services and client experience
Demonstrated knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
Excellent verbal and written communication skills, including presentation skills
Detail oriented while managing multiple time-sensitive tasks simultaneously
Proactive self-starter, strong situational awareness and strong organizational skills
Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
FINRA Series 65 required
FINRA fingerprinting required upon hire
What will set you apart
CFP preferred
Proficient in or able to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.
What we offer you
We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
Base Salary Range
$87,400.00 - $123,400.00
The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.
Equal opportunity employer • Drug-free workplace
We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.
For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.
Job Posting End Date at 12:01 am on:
08-15-2026
Want the latest money news and views shaping how we live, work and play? Stay in the know with The Currency and sign up for Empower’s free newsletter.
At Empower, we’ve always been guided by strong values with a focus on helping people achieve the financial freedom they deserve.
It’s been an incredible journey so far, but our story is just getting started.
From the very beginning, we’ve prided ourselves on putting our customers first in everything we do — which will never change. The genesis of Empower dates back to 1891, when our parent company was founded as an insurance firm on the Canadian prairie. After more than a century of expansion and a profound evolution of service offerings, the modern iteration of Empower was launched in 2014. Our past is a big part of who we are as a business, but we continue to invest heavily in our current principles and future endeavors.
Today, as the second-largest recordkeeper¹ in the U.S. and a comprehensive wealth management leader, we proudly serve more than 19 million individuals and over 88,000 different organizations.²
With a constant commitment to growth, innovation and technology, we are fully dedicated to transforming the lives of all Americans. Our personalized tools and solutions are aimed at helping everyone improve their financial confidence so they can pursue their passions and reach their unique goals.
That’s our promise.
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Disclosures: https://www.empower.com/social-media/
¹Pension & Investments DC Recordkeeper Survey (2024). Ranking measured by total number of participants as of December 2023.
²As of March 31, 2025.
Offices: 8515 E. Orchard Road, Greenwood Village, CO 80111, US
How many Finance & Accounting jobs are open in Portland, OR right now?
There are currently 542 open finance & accounting positions in Portland, OR listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Portland, OR?
Companies currently hiring include Mercury, The Standard, PacifiCorp, U.S. Bank, H&R Block, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Portland, OR?
Yes — 252 of the 542 open finance & accounting positions offer remote or hybrid work (112 remote, 140 hybrid).
How do I apply for Finance & Accounting jobs in Portland, OR?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.