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Associate Financial Planner Jobs in Oregon (NOW HIRING)

Revalize

$85K - $106K/yr

Revalize serves more than 16,000 global customers and is a portfolio company of TA Associates and Hg. We are searching for a highly analytical and effective candidate to join our global FP&A team as ...

Equitable

OR · Hybrid

$50K/yr

Obtain your core financial services licenses, including Series 7, Series 66, and Life & Health * Learn the philosophy and approach behind Equitable's comprehensive financial planning process

Ascension

Lead Financial Analyst

$87K - $121K/yr

... preparation and financial planning processes. * Serve as consultant to management to provide ... High School diploma equivalency with 2 years of cumulative experience OR Associate's degree ...

Elation Health

OR · On-site

$150K - $170K/yr

Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior ... Drive annual planning, quarterly and monthly financial forecasts, and ongoing analysis of ...

Smith Optics

Jr Demand Planner

Portland, OR · On-site

$65K - $70K/yr

Demand Planning Associate Manager Location: Portland, OR (Hybrid in office 3-days/week) Job summary ... Bachelor's degree in supply chain, business, finance, analytics, operations, or related field ...

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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:
What are popular job titles related to Associate Financial Planner jobs in Oregon? For Associate Financial Planner jobs in Oregon, the most frequently searched job titles are:
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.
Financial Consultant - Tigard, OR

Financial Consultant - Tigard, OR

Fidelity Investments

Portland, OR

Full-time

Posted 2 days ago

New

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 266 frontline employees who took The Breakroom Quiz

17th of 148 rated financial services

Job description

Job Description:Financial Consultant

If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.

The Purpose of Your Role

Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.

The Expertise We're Looking For
  • Previous success in building relationships, uncovering needs and recommending solutions
  • FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire
  • Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
  • Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
  • Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
  • Being coachable, collaborative, and curious are your "go to" attributes
  • Committed to delivering an outstanding customer experience with a passion for seeing others thrive
  • Motivated by results and finding solutions, you take initiative and exceed customer expectations
  • Extensive knowledge of investment solutions

Note: Fidelity is not providing immigration sponsorship for this position

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver
  • Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
  • Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
  • Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
  • You have a steadfast commitment to your clients while making a positive impact in the community

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Certified Financial Planner / CFP- - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACategory:Sales

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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