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Career and Education Opportunities for Personal Financial Planners in Oregon

Oregon has a population of 3,825,657, which has grown by 11.82% over the past 10 years. Nicknamed the "Beaver State," its capital is Salem, though its largest city is Portland.

Currently, 610 people work as personal financial planners in Oregon. This is expected to grow by 34% to 820 people by 2016. This is better than the nation as a whole, where employment opportunities for personal financial planners are expected to grow by about 30.1%. In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate.

Income for personal financial planners is about $31 hourly or $66,170 annually on average in Oregon. Nationally, their income is about $33 hourly or $69,050 annually. Earnings for personal financial planners are better than earnings in the general category of Accounting and Auditing in Oregon and better than general Accounting and Auditing category earnings nationally. Jobs in this field include: asset manager, budget counselor, and investment advisor.

In 2008, there were a total of 2,339,488 jobs in Oregon. The average annual income was $36,365 in 2008, up from $35,737 the previous year. The unemployment rate in Oregon was 11.1% in 2009, which has grown by 4.6% since the previous year. Roughly 25.1% of Oregon residents have college degrees, which is higher than the national average.

The top industries in Oregon include wood product manufacturing, lumber construction materials merchant wholesalers, and lumber, plywood, millwork, and wood panel merchant wholesalers. Notable tourist attractions include the Northwest Film Center, the Milwaukie Museum, and the 3D Center of Art & Photography.

CITIES WITH Personal Financial Planner OPPORTUNITIES IN Oregon


JOB DESCRIPTION: Personal Financial Planner

Personal Financial Planner video from the State of New Jersey Dept. of Labor and Workforce Development

In general, personal financial planners advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, and real estate. They also duties include assessing clients' assets, liabilities, and financial objectives to establish investment strategies.

Every day, personal financial planners are expected to be able to articulate ideas and problems. They need to deal with basic arithmetic problems. It is also important that they think through problems and come up with general rules.

Similar jobs with educational opportunities in Oregon include:

  • Accountant. Analyze financial information and prepare financial reports to determine or maintain records of assets, liabilities, profit and loss, tax liability, or other financial activities within an organization.
  • Assessor. Appraise real and personal property to determine its fair value. May assess taxes in accordance with prescribed schedules.
  • Auditor. Examine and analyze accounting records to determine financial status of establishment and prepare financial reports concerning operating procedures.
  • Budget Analyst. Examine budget estimates for completeness, accuracy, and conformance with procedures and regulations. Analyze budgeting and accounting reports for the purpose of maintaining expenditure controls.
  • Cost Analyst. Prepare cost estimates for product manufacturing, construction projects, or services to aid management in bidding on or determining price of product or service. May specialize according to particular service performed or type of product manufactured.
  • Credit Analyst. Analyze current credit data and financial statements of individuals or firms to determine the degree of risk involved in extending credit or lending money. Prepare reports with this credit information for use in decision-making.
  • Financial Analyst. Conduct quantitative analyses of information affecting investment programs of public or private institutions.
  • Financial Examiner. Enforce or ensure compliance with laws and regulations governing financial and securities institutions and financial and real estate transactions. May examine, verify correctness of, or establish authenticity of records.
  • Income Tax Advisor. Prepare tax returns for individuals or small businesses but do not have the background or responsibilities of an accredited or certified public accountant.
  • Loan Counselor. Provide guidance to prospective loan applicants who have problems qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions.
  • Loan Officer. Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans. Advise borrowers on financial status and methods of payments. Includes mortgage loan officers and agents, collection analysts, loan servicing officers, and loan underwriters.
  • Real Estate Appraiser. Appraise real property to determine its value for purchase, sales, or loan purposes.
  • Tax Examiner. Determine tax liability or collect taxes from individuals or business firms according to prescribed laws and regulations.

LOCATION INFORMATION: Oregon

Oregon
Oregon photo by Kelvin Kay

Oregon has a population of 3,825,657, which has grown by 11.82% in the last 10 years. Nicknamed the "Beaver State," its capital is Salem, though its biggest city is Portland. In 2008, there were a total of 2,339,488 jobs in Oregon. The average annual income was $36,365 in 2008, up from $35,737 the previous year. The unemployment rate in Oregon was 11.1% in 2009, which has grown by 4.6% since the previous year. About 25.1% of Oregon residents have college degrees, which is higher than the national average.

The top industries in Oregon include wood product manufacturing, lumber construction materials merchant wholesalers, and lumber, plywood, millwork, and wood panel merchant wholesalers. Notable tourist attractions include the Children's Museum 2nd Generation, the 3D Center of Art & Photography, and the Northwest Film Center.