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Associate Financial Planner Jobs in Portland, OR

Exyte Group

Senior Specialist Finance

Portland, OR · On-site

$86K/yr

... financial planning, reporting, and accounting operations to join our team in Tualatin, OR. This ... where associates excel based on personal merit, qualifications, experience, ability, and job ...

PacifiCorp

Senior Area Transmission Planner

Portland, OR · On-site

$102K - $161K/yr

Act as a lead expert in the work group; train and mentor associate and career level planners ... financial, and social wellbeing also play an important role. That's why we offer a wide range of ...

PacifiCorp

Senior Area Transmission Planner

Portland, OR · On-site

$102K - $161K/yr

Act as a lead expert in the work group; train and mentor associate and career level planners ... financial, and social wellbeing also play an important role. That's why we offer a wide range of ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

Deloitte

Tax Senior - Private Wealth

Portland, OR

$86K - $107K/yr

Certified Financial Planner (CFP) * Experience reviewing trust documents * Excellent technology (i.e., Microsoft Excel and compliance software) * Ability to perform job responsibilities within a ...

Empower

Private Wealth Advisor

Portland, OR · On-site +1

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... Coordinate ongoing financial reviews, support the execution of planning campaigns, and help ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Portland, OR

Associate Financial Planner information

See Portland, OR salary details

$48.3K

$89K

$119.3K

How much do associate financial planner jobs pay per year?

As of Aug 20, 2026, the average yearly pay for associate financial planner in Portland, OR is $88,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,500.00 and $106,000.00 per year, depending on experience, location, and employer.

What is 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Portland, OR?

The most popular types of Financial Planner jobs in Portland, OR are:

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For Associate Financial Planner jobs in Portland, OR, the most frequently searched job titles are:

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The top searched job categories for Associate Financial Planner jobs in Portland, OR are:

What cities near Portland, OR are hiring for Associate Financial Planner jobs?

Cities near Portland, OR with the most Associate Financial Planner job openings:

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $88,982 per year, or $42.8 per hour.

Senior Specialist Finance

Exyte Group

Portland, OR • On-site

$86K/yr

Full-time

Re-posted 2 days ago

Job description

Discover your exciting role
We are looking for a Senior Financial Analyst to support financial planning, reporting, and accounting operations to join our team in Tualatin, OR. This role requires a strong accounting foundation, including understanding debits and credits, preparing journal entries, and partnering closely with accounting and operations teams to ensure accurate financial results.
Explore your tasks and responsibilities
Cash Forecasting
  • Develop and maintain short- and long-term cash flow forecasts
  • Monitor liquidity and identify potential cash risks or opportunities

Project Cost Tracking
  • Track and analyze project costs vs. budget
  • Partner with operations to identify variances and cost drivers
  • Support profitability analysis at the project level

Corporate Reporting
  • Prepare weekly, monthly, quarterly, and annual reporting packages
  • Analyze financial results and provide variance explanations
  • Support management reporting and presentation materials

Accounting Support
  • Prepare and post journal entries in accordance with IFRS
  • Assist with month-end close processes and account reconciliations
  • Partner with accounting team to ensure accuracy of financial data

Financial Analysis
  • Perform ad hoc financial analysis to support decision-making
  • Improve reporting processes and enhance data accuracy
  • Support budgeting and forecasting cycles

Other duties as assigned.
Show your expertise
Qualifications
  • Bachelor's degree in Accounting, Finance, or related field
  • 3+ years of experience in financial analysis or accounting
  • Strong accounting knowledge, including journal entries and general ledger processes
  • Proficiency in Excel and financial systems
  • Experience with project-based cost tracking strongly preferred
  • Ability to analyze data, identify trends, and communicate insights clearly

Key Skills
  • Strong understanding of debits, credits, and financial statements
  • Detail-oriented with high level of accuracy
  • Strong analytical and problem-solving skills
  • Ability to work cross-functionally with accounting and operations teams
  • Excellent communication and organizational skills

Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Non-Solicitation: We are not currently accepting third-party agency candidates for this position. Any agency candidate submitted to any employee of Exyte may be contacted by Exyte without obligation to the third-party agency.
Exyte US, Inc. is proud to be an Affirmative Action and Equal Employment Opportunity employer that is committed to celebrating diversity and supporting an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance. We prohibit discrimination and harassment of any kind based on race, color, religion, age, sex (e.g., pregnancy, childbirth and related medical conditions, sexual orientation, gender identity or expression), national origin, disability status, genetic information, protected veteran status, or any other protected characteristic as outlined by federal, state, or local laws.
Contact:
You want to be part of the Exyte team? We look forward to receiving your application!
For further questions and information, please do not hesitate to contact Phillip Turner via E-Mail at phillip.turner@exyte.net
Please note that we only consider applications submitted through our application portal. Applications sent via email will not be considered due to data protection regulations.

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