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Associate Financial Advisor Jobs in Bend, OR (NOW HIRING)

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in ... At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who ...

Raymondjames

Financial Planning Associate

Bend, OR · On-site

Summary Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with ... As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ...

Capstone

Senior Tax Assoicate

Redmond, OR

$86K - $107K/yr

We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof. The Job We are looking for a tax preparer ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$58K - $75K/yr

We have close relationships with financial advisors and family attorneys which enable us to provide a full array of services to our clients under one roof. The Job We are looking for a tax preparer ...

Sorren, Inc.

Assurance Senior Manager

Bend, OR · On-site

... advisor to clients, helping them interpret audit results and make informed financial and ... Senior Associates, and Associates, with a focus on development and retention Excellent ...

CO BEND INC

Customer Service

Bend, OR

$11.50/hr

Access inventory information and advise sales associates * Complete sales transactions * Execute ... Understands basic financial terms * Highly organized We are an equal opportunity employer and ...

CO BEND INC

Customer Service

Bend, OR

$11.50/hr

Access inventory information and advise sales associates * Complete sales transactions * Execute ... Understands basic financial terms * Highly organized We are an equal opportunity employer and ...

Sorren, Inc.

Tax Senior Manager

Bend, OR

... as a key advisor to clients on tax planning strategies, transaction structuring, succession ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

TDS Telecom

Door to Door Sales Representative

Bend, OR · On-site

$100K/yr

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Door to Door Sales Representative

Bend, OR · On-site

$100K/yr

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Door to Door Sales Representative

Bend, OR · On-site

$100K/yr

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Sr Direct Sales Representative

Bend, OR · Remote

$100K/yr

... advisors and community leaders. With your proven track record in door-to-door sales, you'll hit the ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Sr Direct Sales Representative

Bend, OR · Remote

$100K/yr

... advisors and community leaders. With your proven track record in door-to-door sales, you'll hit the ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

TDS Telecom

Sr Direct Sales Representative

Bend, OR · On-site

$100K/yr

... advisors and community leaders. With your proven track record in door-to-door sales, you'll hit the ... Associates scheduled to work 20 or more hours per week have access to: * Medical Coverage * Dental ...

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Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Bend, OR

Associate Financial Advisor information

See Bend, OR salary details

$40.6K

$70.9K

$118.7K

How much do associate financial advisor jobs pay per year?

As of Jul 30, 2026, the average yearly pay for associate financial advisor in Bend, OR is $70,851.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,200.00 and $87,000.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Bend, OR? The most popular types of Financial Advisor jobs in Bend, OR are:
What are popular job titles related to Associate Financial Advisor jobs in Bend, OR? For Associate Financial Advisor jobs in Bend, OR, the most frequently searched job titles are:
What cities near Bend, OR are hiring for Associate Financial Advisor jobs? Cities near Bend, OR with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Bend, OR as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 83% In-person, and 17% Hybrid job distribution, with an average salary of $70,851 per year, or $34.1 per hour.

Associate Advisor / Associate Financial Planner - High-Net-Worth Clients

Talent Search PRO

Bend, OR • On-site

$70K - $75K/yr

Full-time

Re-posted 19 days ago

Job description

Associate Advisor / Associate Financial Planner (Wealth Management | High-Net-Worth Clients)

Location: Bend, OR
Salary: $70,000 - $75,000

What's In It for You?

• Work directly with experienced financial planners and high-net-worth clients
• Gain hands-on exposure to comprehensive financial planning and wealth management
• Develop client-facing advisory skills while building long-term relationships
• Participate in investment management, trading, and portfolio rebalancing activities
• Opportunity to contribute ideas and help shape company growth initiatives
• Collaborative team environment with mentorship and professional development opportunities
• Clear pathway for advancement within the wealth management profession

Overview

Seeking a detail-oriented Associate Advisor / Associate Financial Planner to support financial planning, client service, and investment management activities. This role is ideal for an early-career wealth management professional who enjoys client interaction, financial analysis, and helping high-net-worth individuals achieve their financial goals.

What You Will Be Doing

• Assist with preparation and execution of client meetings
• Gather and organize client financial information and planning documents
• Prepare meeting agendas, paperwork, and asset allocation materials
• Analyze client financial situations and assist with planning recommendations
• Coordinate implementation activities with outside professionals when needed
• Interact with clients by phone, video, and in person
• Assist with investment account trading and portfolio rebalancing
• Support delivery of financial planning services to high-net-worth clients
• Develop and maintain ongoing client relationships
• Collaborate with advisors and support teams to achieve business objectives
• Contribute ideas and feedback regarding company strategy and growth

What You Will Need

• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA SIE, Series 7, and Series 66 licenses (or equivalent registrations)
• Strong financial analysis and problem-solving skills
• Excellent written and verbal communication abilities
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and follow established processes
• Self-motivated with the ability to work independently and collaboratively
• Strong client service mindset

Preferred Qualifications

• CFP® designation or progress toward CFP® certification
• Previous experience in financial planning, wealth management, or investment advisory services
• Experience supporting high-net-worth clients

Ideal Candidate

A licensed financial services professional who enjoys supporting advisors, building client relationships, participating in investment management activities, and growing toward a long-term career in wealth management.