Financial Advisor IV Salary in Oregon
Financial Advisor IV Salary in Oregon
How much does a Financial Advisor IV make in Oregon? The average Financial Advisor IV salary in Oregon is $109,379 as of April 24, 2024, but the range typically falls between $96,600 and $128,005. Salary ranges can vary widely depending on the city and many other important factors, including education, certifications, additional skills, the number of years you have spent in your profession.
| Percentile | Salary | Location | Last Updated |
| 10th Percentile Financial Advisor IV Salary | $84,965 | OR | April 24, 2024 |
| 25th Percentile Financial Advisor IV Salary | $96,600 | OR | April 24, 2024 |
| 50th Percentile Financial Advisor IV Salary | $109,379 | OR | April 24, 2024 |
| 75th Percentile Financial Advisor IV Salary | $128,005 | OR | April 24, 2024 |
| 90th Percentile Financial Advisor IV Salary | $144,963 | OR | April 24, 2024 |
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What skills does a Financial Advisor IV need?
Each competency has five to ten behavioral assertions that can be observed, each with a corresponding performance level (from one to five) that is required for a particular job.
Planning: An act or process of making or carrying out plans. Establishment of goals, policies, and procedures for a social or economic unit city planning business planning.
Financial Services: A services provided by the finance industry, which encompasses a broad range of businesses that manage money. These services involve banking, brokerage, mortgages, credit cards, payment services, real estate, investment funds, taxes and accounting.
Commitment to Health and Safety: Commitment to Health and Safety is important to ensure hazards and risks cannot cause harm to workers/employees.
Job Description for Financial Advisor IV
Financial Advisor IV develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Financial Advisor IV keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Financial Advisor IV follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. Typically has the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Financial Advisor IV work is highly independent. May assume a team lead role for the work group. A specialist on complex technical and business matters. To be a Financial Advisor IV typically requires 7+ years of related experience. (Copyright 2024 Salary.com)... View full job description
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ExecHQ - Portland, ORCompany OverviewExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand a...- 5 Days Ago
Select a city to view specific salary and bonus information for Financial Advisor IV
| Location | Avg. Salary | Date Updated |
|---|---|---|
| Location Clackamas, OR | Avg. Salary $111,963 | Date Updated April 24, 2024 |
| Location Oregon City, OR | Avg. Salary $111,748 | Date Updated April 24, 2024 |
| Location Adams, OR | Avg. Salary $113,255 | Date Updated April 24, 2024 |
| Location Adel, OR | Avg. Salary $106,257 | Date Updated April 24, 2024 |
| Location Adrian, OR | Avg. Salary $98,506 | Date Updated April 24, 2024 |
| Location Agness, OR | Avg. Salary $106,257 | Date Updated April 24, 2024 |
| Location Albany, OR | Avg. Salary $106,903 | Date Updated April 24, 2024 |
| Location Allegany, OR | Avg. Salary $106,472 | Date Updated April 24, 2024 |
| Location Alsea, OR | Avg. Salary $106,580 | Date Updated April 24, 2024 |
| Location Alvadore, OR | Avg. Salary $107,764 | Date Updated April 24, 2024 |
Career Path for Financial Advisor IV
A career path is a sequence of jobs that leads to your short- and long-term career goals. Some follow a linear career path within one field, while others change fields periodically to achieve career or personal goals.
For Financial Advisor IV, the first career path typically progresses to Financial Advising Director.
Additionally, the second career path typically starts with a Private Banking Manager position, and then progresses to Private Banking Director.
What does a Financial Advisor IV do?
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About Oregon
Similar Jobs to Financial Advisor IV
| Job Title | Experience | EDUCATION | Salary Compared to This Job |
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| Job Title Financial Advisor I | Experience 0 - 2 | EducationBachelors | Salary Compared to This Job |
| Job Title Financial Advisor II | Experience 2 - 4 | EducationBachelors | Salary Compared to This Job |
| Job Title Financial Advisor III | Experience 4 - 7 | EducationBachelors | Salary Compared to This Job |
| Job Title Financial Analyst III | Experience 4 - 7 | EducationBachelors | Salary Compared to This Job |
| Job Title Financial Analyst IV | Experience 7 + | EducationBachelors | Salary Compared to This Job |
Level of Education for Financial Advisor IV
Jobs with different levels of education may pay very differently. Check the Financial Advisor IV salary of your education level.
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About Oregon Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineate....More
Skills associated with Financial Advisor IV: Customer Retention, Portfolio Optimization, Financial Advising, Personalized Customer Service ...More
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