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Associate In Finance Jobs in Oregon (NOW HIRING)

Tuesday-Friday 7am-4:30pm Saturday 8am-Noon JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with ...

Tuesday-Friday 7am-4:30pm Saturday 8am-Noon JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with ...

Treasury Associate

OR · Remote

$65K - $71K/yr

We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team ... The ideal candidate will bring 2+ years of hands-on experience in finance operations and hold a ...

Treasury Associate

OR · Remote

$65K - $71K/yr

We are seeking a detail-oriented and motivated Treasury Associate to join our OneSpan team ... The ideal candidate will bring 2+ years of hands-on experience in finance operations and hold a ...

OR · On-site

$150K - $170K/yr

Elation Health is looking for a Senior Associate, Strategic Finance who will report to our Senior ... They will be instrumental in managing and improving our company's forecasting, planning and ...

Debt Finance Associate

Portland, OR · On-site

$193K - $280K/yr

Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its ... Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer ...

Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its ... Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer ...

... in energy storage assets. The investment associate will enable the rapid growth of a profitable ... Own, maintain and update financial model for investment opportunities and project financings,

... in energy storage assets. The investment associate will enable the rapid growth of a profitable ... Own, maintain and update financial model for investment opportunities and project financings,

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Showing results 1-20

Associate In Finance information

See Oregon salary details

$32.2K

$74.4K

$145.9K

How much do associate in finance jobs pay per year?

As of Jul 7, 2026, the average yearly pay for associate in finance in Oregon is $74,402.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,900.00 and $81,400.00 per year, depending on experience, location, and employer.

What are some typical challenges an Associate in Finance might face during their first year, and how can they overcome them?

As a new Associate in Finance, you may encounter challenges such as managing tight deadlines, adapting to rapidly changing priorities, and mastering complex financial models and analytical tools. It's common to juggle multiple projects simultaneously, often requiring close attention to detail and strong organizational skills. To overcome these challenges, effective time management, proactive communication with your team, and seeking regular feedback from senior colleagues are essential. Building strong relationships within your team will also help you learn best practices and navigate the fast-paced environment more smoothly.

What is the difference between Associate In Finance vs Financial Analyst?

AspectAssociate In FinanceFinancial Analyst
Required CredentialsBachelor's degree often in finance, accounting, or related fields; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification common for advanced roles
Work EnvironmentEntry-level position in finance departments, investment firms, or banksAnalyzing financial data, preparing reports, and supporting investment decisions in similar settings
Employer & Industry UsageUsed by banks, investment firms, corporate finance departmentsCommonly employed in finance, investment banking, and corporate finance sectors

While both roles require similar educational backgrounds and are found in finance environments, Associates In Finance typically focus on supporting financial operations and analysis at an entry level, whereas Financial Analysts often take on more in-depth analysis and reporting responsibilities. The roles are closely related, with the main difference being the scope of analysis and experience level.

What does a financial associate do?

A financial associate supports financial analysis, reporting, and planning within organizations. They often handle tasks such as preparing financial statements, analyzing data, and assisting with budgeting, using tools like Excel and financial software. Strong analytical skills and attention to detail are essential for this role.

What are Associate In Finance jobs?

Associate in Finance jobs are entry- to mid-level positions within financial institutions such as banks, investment firms, or corporate finance departments. Associates typically support senior professionals in analyzing financial data, preparing reports, conducting market research, and assisting in the execution of financial transactions. These roles often serve as a stepping stone to more senior positions, providing valuable exposure to various aspects of finance including investment banking, asset management, and corporate finance. The job requires strong analytical skills, attention to detail, and proficiency with financial modeling and software. Most employers seek candidates with a degree in finance, economics, or a related field.

What can you do with associates in finance?

An associate in finance typically performs tasks such as analyzing financial data, preparing reports, supporting investment decisions, and assisting with client accounts. This role often involves using financial software and requires strong analytical and communication skills, serving as a foundation for career advancement in finance or related fields.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, data entry, and financial analysis to help organizations make informed decisions.

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

To thrive as an Associate in Finance, you need strong analytical abilities, financial modeling skills, and a relevant degree such as finance, accounting, or economics. Familiarity with tools like Microsoft Excel, financial databases (e.g., Bloomberg, FactSet), and certifications such as CFA or CPA are often advantageous. Attention to detail, strong communication, and effective time management are essential soft skills for collaborating with teams and managing multiple projects. These competencies enable Associates to deliver accurate analyses, support strategic decisions, and contribute effectively to their organization's financial success.

Is an associate's degree in finance good?

An associate's degree in finance can be a valuable credential for entry-level finance positions such as financial clerks or assistants, providing foundational knowledge of financial principles and tools like spreadsheets. However, for more advanced roles like financial analyst or advisor, a bachelor's degree or higher is typically required, and additional certifications may enhance job prospects.
What are the most commonly searched types of In Finance jobs in Oregon? The most popular types of In Finance jobs in Oregon are:
What cities in Oregon are hiring for Associate In Finance jobs? Cities in Oregon with the most Associate In Finance job openings:
Infographic showing various Associate In Finance job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,402 per year, or $35.8 per hour.
Associate Advisor / Associate Financial Planner - High-Net-Worth Clients

Associate Advisor / Associate Financial Planner - High-Net-Worth Clients

Talent Search PRO

Bend, OR • On-site

$70K - $75K/yr

Full-time

Posted 27 days ago


Job description

Associate Advisor / Associate Financial Planner (Wealth Management | High-Net-Worth Clients)
Location: Bend, OR
Salary: $70,000 - $75,000
What's In It for You?
• Work directly with experienced financial planners and high-net-worth clients
• Gain hands-on exposure to comprehensive financial planning and wealth management
• Develop client-facing advisory skills while building long-term relationships
• Participate in investment management, trading, and portfolio rebalancing activities
• Opportunity to contribute ideas and help shape company growth initiatives
• Collaborative team environment with mentorship and professional development opportunities
• Clear pathway for advancement within the wealth management profession
Overview
Seeking a detail-oriented Associate Advisor / Associate Financial Planner to support financial planning, client service, and investment management activities. This role is ideal for an early-career wealth management professional who enjoys client interaction, financial analysis, and helping high-net-worth individuals achieve their financial goals.
What You Will Be Doing
• Assist with preparation and execution of client meetings
• Gather and organize client financial information and planning documents
• Prepare meeting agendas, paperwork, and asset allocation materials
• Analyze client financial situations and assist with planning recommendations
• Coordinate implementation activities with outside professionals when needed
• Interact with clients by phone, video, and in person
• Assist with investment account trading and portfolio rebalancing
• Support delivery of financial planning services to high-net-worth clients
• Develop and maintain ongoing client relationships
• Collaborate with advisors and support teams to achieve business objectives
• Contribute ideas and feedback regarding company strategy and growth
What You Will Need
• Bachelor's degree in Finance, Business, Economics, Accounting, or a related field
• Active FINRA SIE, Series 7, and Series 66 licenses (or equivalent registrations)
• Strong financial analysis and problem-solving skills
• Excellent written and verbal communication abilities
• Highly organized with strong attention to detail
• Ability to manage multiple priorities and follow established processes
• Self-motivated with the ability to work independently and collaboratively
• Strong client service mindset
Preferred Qualifications
• CFP® designation or progress toward CFP® certification
• Previous experience in financial planning, wealth management, or investment advisory services
• Experience supporting high-net-worth clients
Ideal Candidate
A licensed financial services professional who enjoys supporting advisors, building client relationships, participating in investment management activities, and growing toward a long-term career in wealth management.