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Associate Financial Planner Jobs in Oregon (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 Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all ...

Raymondjames

Financial Planning Associate

Bend, OR · On-site

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Oregon

Associate Financial Planner information

See Oregon salary details

$48.1K

$88.7K

$118.9K

How much do associate financial planner jobs pay per year?

As of Jul 15, 2026, the average yearly pay for associate financial planner in Oregon is $88,711.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $105,700.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner jobs in Oregon are:
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What job categories do people searching Associate Financial Planner jobs in Oregon look for? The top searched job categories for Associate Financial Planner jobs in Oregon are:
What cities in Oregon are hiring for Associate Financial Planner jobs? Cities in Oregon with the most Associate Financial Planner job openings:
What are popular job titles related to Associate Financial Planner jobs in OR? For Associate Financial Planner jobs in OR, the most frequently searched job titles are:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Oregon as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $88,711 per year, or $42.6 per hour.
Associate Financial Planner

Associate Financial Planner

Mainspring Wealth Advisors LLC

Bend, OR • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

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Job description

Full-Time/Onsite (Bend, OR)

Medical, Dental, Vision, Life, Retirement, Bonus Opportunity

Salary Range: $72,000 - $78,000 per year

Compensation is determined based on relevant experience and qualifications.


Position Summary

We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a collaborative team.


Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. An adaptive and in-depth understanding of computer skills is essential for the position. Working knowledge of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate any questions or needs from our clients and team.


Initial Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings with attention to detail and accuracy.
  • Involvement in all aspects of pre-client meeting activities, such as data gathering, preparation of meeting agendas, client paperwork, asset allocation, as well as post-client meeting tasks, perform financial situation analysis, and coordinate planning implementation with outside professionals if necessary.
  • Interact with clients over the phone and in person.
  • Assist Financial Planner with appropriate support team members to achieve group goals.


Potential Future Responsibilities:

  • Assist in trading and rebalancing of client investment accounts.
  • Deliver financial planning advice for high-net-worth clientele.
  • Develop and manage ongoing client relationships independently.
  • Provide input on strategic plan and direction of the company.


Key Qualifications:

  • Bachelor’s Degree (B.A. or B.S.)
  • FINRA registration, including SIE, Series 7, and Series 66 (or FINRA recognized equivalents)
  • CFP ® or other industry designations/credentials a plus
  • Highly detail‐oriented and process‐driven, with the ability to maintain organized systems, follow workflows, and ensure consistency in execution.
  • Proactive, service-minded, and comfortable supporting a wide range of needs
  • Resource‐oriented mindset skilled at locating answers, tools, and guidance
  • Strong interpersonal and written communication skills
  • Effective problem solver with a collaborative, team-first mindset
  • Strong financial and analytical skills
  • Comfortable working in a support-oriented role with high visibility and impact
  • Able to work independently and keep the Financial Planner aware of progress and hurdles.


Mainspring Wealth Advisors LLC

25 NW Irving Avenue, Bend, OR 97703-2011

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.