Certified Financial Planner Salary in Portland, Oregon

To get your salary data, use the search bar below or browse by job, city, or state.
loading...

Job title is required

loading...

Job location is required.

Average Salary for Certified Financial Planner in Portland, Oregon

The average salary of a(n) Certified Financial Planner in Portland, Oregon is $77,497.

The average hourly rate of a(n) Certified Financial Planner in Portland, Oregon is $37.26.

The average bonus of a(n) Certified Financial Planner in Portland, Oregon is $13,469.00.

Job Description:

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives. Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client. Prepares and submits documents to implement plan selected by client. Maintains contact with client to revise plan based on modified needs of client or changes in investment market. May refer client to other establishments to obtain services outlined in financial plan. May sell insurance to client, recommending amount and type of coverage sales agent, insurance. May buy and sell stocks and bonds for client registered representative. May rent, buy, and sell property for client sales agent, real estate. May be registered with professional self-regulatory association and be designated certified financial planner. Less

Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and... More

How helpful is this page?

Are you a(n) Certified Financial Planner?

Get a more personalized salary report now. Get Report

Average Salaries for Similar Jobs in Portland, Oregon

View Salaries for Certified Financial Planner in Other Cities

Job Openings by Indeed job search

Results for Certified Financial Planner in Portland, Oregon

Wealth Management Advisor - Portland - Portland, OR

TIAA

Professional designation of Certified Financial Planner (CFP) also strongly preferred. We’re dedicated to serving the financial needs of those in the academic,...

View job on Indeed.com

Financial Planning Analyst - Portland, OR

M Financial Group

Chartered Life Underwriter designation (CLU), Chartered Financial Consultant (ChFC) or Certified Financial Planner (CFP) designation preferred....

View job on Indeed.com

Entry Level or Experienced Financial Advisor - Lake Oswego, OR

Pacific Capital Resource Group

Training program leads to Certified Financial Planner and/or Chartered Financial Consultant designation(s). Our advisors are given time and resources to begin...

View job on Indeed.com

Financial Professional - OR, Portland (3478) - Portland, OR

AXA

Pursuing personal and professional development via individual study and continuing-education courses which can include pursuit of Certified Financial Planner...

View job on Indeed.com

Retirement Education Specialist (Product Development) - Lake Oswego, OR

FMT Solutions

Certified Financial Planner (CFP). Or direct experience in delivering financial planning services (CPA, financial planner, etc.)....

View job on Indeed.com

Discover How Much You
Should Be Paid

Work in Compensation or HR?    x