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Associate Financial Services 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 ... Proactive, service-minded, and comfortable supporting a wide range of needs * Resource‐oriented ...

Raymondjames

Financial Planning Associate

Bend, OR · On-site

Bachelor's degree in a related field and three years' experience in the financial services industry ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Oregon

Associate Financial Services information

See Oregon salary details

$14

$33

$71

How much do associate financial services jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for associate financial services in Oregon is $33.79, according to ZipRecruiter salary data. Most workers in this role earn between $21.88 and $36.35 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Oregon?

The most popular types of Financial Services jobs in Oregon are:

What cities in Oregon are hiring for Associate Financial Services jobs?

Cities in Oregon with the most Associate Financial Services job openings:

Associate Financial Services jobs near you

Associate Financial Planner

Mainspring Wealth Advisors LLC

Bend, OR • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

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Key responsibilities

  • Assist the Financial Planner in preparing for and conducting client meetings.

  • Support all aspects of pre- and post-client meeting activities, including data gathering, financial analysis, and coordinating planning implementation.

  • Interact with clients over the phone and in person to support client relationships.

Job description

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, including performing financial situation analysis, and coordinating 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 the 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 who want to contribute to the growth and success of our office by supporting consistent, thoughtful, and efficient service across our advisor teams.