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Associate Financial Services Jobs in Oregon (NOW HIRING)

LPL Financial

Client Service Associate - Remote

OR · On-site +1

$25.85 - $43.08/hr

The primary role of the Client Service Associate (CSA) is to provide administrative support to an ... financial services industry knowledge * Strong customer focus, excellent verbal, and written ...

Thrivent Financial

Receptionist

Keizer, OR · On-site

$18/hr

Summary Parallel 45 Associates is an independent financial services practice of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple financial goals. Parallel 45 ...

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

Country Financial- Miles Perryman Agency

Be Seen First

Associate Agent Insurance Sales

Grants Pass, OR · On-site

$41K - $110K/yr

What You'll Do As an Associate Agent, you will: * Develop new business through networking ... Previous insurance, financial services, agricultural, sales, or business experience is preferred

D.A. Davidson

Client Associate

Klamath Falls, OR · On-site

Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated and detail-oriented Client Associate to join our team. In this team-critical role, you will work ...

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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

Work From Home - Client Services Associate

AO Garcia Agency

Oregon City, OR • On-site, Remote

Full-time

Posted 19 days ago

Job description

Are you looking for a work-from-home opportunity where you can grow with a company, help others, and uphold the highest standards of integrity? Are you passionate about making a positive impact on the lives of others? Look no further!
Seeking dedicated individuals to join a team in a financial services position aimed at protecting families.
Why Apply:
1. Make a Difference: Join a team dedicated to protecting families and children through financial services, providing peace of mind and security to those who need it most.
2. Work from Home: Enjoy the convenience and flexibility of working remotely, allowing you to create a comfortable and productive work environment while balancing your personal commitments.
3. Opportunity for Growth: Grow with a company that values your potential and provides opportunities for advancement, allowing you to build a rewarding career while making a meaningful difference in the lives of others.
4. Help Others: Use your skills and expertise to assist families in securing their financial futures, providing them with the support and guidance they need to navigate life's uncertainties with confidence.
5. Integrity: Uphold the highest standards of integrity in all aspects of your work, ensuring that every interaction with clients is based on honesty, transparency, and trust worthiness.
Qualifications:
• Genuine desire to help others and make a positive impact on their lives.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Integrity and ethical conduct in all professional dealings.
If you're ready to embark on a fulfilling career where you can work from home, help others, and grow with a company that values integrity and compassion, apply now! Take the first step towards a rewarding journey of making a difference in the lives of families and children through financial services.
Don't miss out on this opportunity to join a team that's committed to making a meaningful impact. Apply today and become part of a mission to protect and support families and children in need!
*All interviews will be conducted via Zoom video conferencing.
(Global Elite Empire Consultants is a third-party recruiter, not an insurance agency)
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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