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Associate Planning Jobs in Oregon (NOW HIRING)

Raymondjames

Financial Planning Associate

Bend, OR · On-site

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

DEPT

OR

The Associate Director is a pivotal leadership role responsible for steering the strategic ... Experience in "Connections Planning" or Integrated Marketing Communications (IMC), with a deep ...

Eldercare Resource Planning

Sales Associate

Beaverton, OR · Remote

$14.75 - $20/hr

Company Description Eldercare Resource Planning is the nation's leading provider of Medicaid ... From day one, the Sales Associate is Eldercare Resource Planning's initial connection to the ...

Eldercare Resource Planning

Sales Associate

Beaverton, OR · On-site +1

$14.75 - $20/hr

Company Description Eldercare Resource Planning is the nation's leading provider of Medicaid ... From day one, the Sales Associate is Eldercare Resource Planning's initial connection to the ...

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 ... Working knowledge of portfolio allocation, investment management, and general financial planning is ...

Equitable

OR · Hybrid

$52K/yr

Equitable is seeking a driven, curious, and relationshipfocused Wealth Planning Associate to launch a longterm career in financial services. This is a structured, immersive development opportunity ...

Verstela

Warehouse Associate

Portland, OR · On-site

$18/hr

Warehouse Associate Job Duties: • Handle incoming and outgoing packages, unpack, and organize ... P systems, spreadsheets, and barcoding • Assist with document scanning, trimming, or quality ...

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All JobsAssociate Planning JobsAssociate Planning Jobs in Oregon

Associate Planning information

See Oregon salary details

$40.7K

$82.8K

$114.2K

How much do associate planning jobs pay per year?

As of Jul 26, 2026, the average yearly pay for associate planning in Oregon is $82,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $96,700.00 per year, depending on experience, location, and employer.

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

To thrive as an Associate Planner, you need a foundational understanding of urban planning principles, data analysis, and report writing, typically supported by a degree in urban planning, geography, or a related field. Familiarity with Geographic Information Systems (GIS), project management software, and relevant planning regulations is often required. Strong communication, organization, and problem-solving skills help you effectively collaborate with stakeholders and address complex planning issues. These skills and qualifications are important for creating well-informed, sustainable plans that meet community needs and regulatory standards.

What are Associate Planners?

Associate Planners are professionals who support the planning and execution of projects within organizations, typically in fields like urban planning, event planning, or corporate strategy. They assist senior planners with research, data analysis, report preparation, and coordination of activities to ensure projects meet their objectives and comply with relevant regulations. Associate Planners often interact with stakeholders, provide recommendations, and help manage timelines and resources. This role is ideal for individuals looking to build experience and advance in planning-related careers.

What are some common challenges faced by Associate Planners when managing multiple projects simultaneously?

Associate Planners often juggle several projects at once, which can make prioritization and time management challenging. Balancing competing deadlines, coordinating with cross-functional teams, and ensuring that all project requirements are met requires strong organizational skills and clear communication. Learning to effectively manage stakeholder expectations and adapt to shifting project scopes is key to success in this role. Many organizations provide mentorship and collaborative tools to support new Associate Planners as they develop these essential competencies.

What is the difference between Associate Planning vs Planning Analyst?

AspectAssociate PlanningPlanning Analyst
Required CredentialsBachelor's degree in Business, Economics, or related field; often entry-levelBachelor's or Master's degree in Business, Economics, or related field; some roles prefer experience
Work EnvironmentCorporate offices, retail, manufacturing, or logistics sectorsCorporate offices, consulting firms, or industry-specific departments
Employer & Industry UsageCommon in retail, manufacturing, and supply chain companiesUsed across industries like finance, retail, and manufacturing for data-driven planning
Common Search & Comparison IntentYesYes

While both roles involve planning and data analysis, Associate Planning typically serves as an entry-level position supporting senior planners, focusing on data collection and basic analysis. Planning Analysts often handle more complex data analysis, forecasting, and strategic planning tasks, requiring more experience or advanced degrees. Both roles are vital in ensuring effective resource allocation and operational efficiency within organizations.

What are the most commonly searched types of Planning jobs in Oregon? The most popular types of Planning jobs in Oregon are:
Associate Planning jobs near you
Infographic showing various Associate Planning job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $82,768 per year, or $39.8 per hour.

Financial Planning Associate

Raymondjames

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Job Description Summary

Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!

Job Description

Responsibilities

  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • PartnerwithFinancialAdvisortoreviewclients'currentportfoliodesign,understandclient goals, enter client data, and conduct financialanalysis.
  • Evaluateoverallindividualandemployer-basedretirementneeds,researchesvarious options, and recommends planningalternatives.
  • Performdetaileddocumentreviews;analyzesclientinformationandsituationsacrossthe financial planning spectrum to developplan
  • Researchinformationasnecessaryonacase-by-casebasis
  • Prepare files for meetings with existing and newclients
  • Prepares,coordinatesandfollowsthroughonanyneededcommunicationwithnewor existingclients
  • Respond to client questions by telephone, email and occasional personalvisits.
  • Conductresearchasneededrelatedtobasicincometaxquestions, estate planning,andotherlegalissues- requestingguidancewhenappropriate.
  • May participate in clientpresentations.
  • May open, transfer, and close customer accounts and maintain appropriate accountrecords.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion oftransactions.
  • Ensure firm and regulatory policies are followed within compliancestandards
  • Perform other duties and responsibilities asassigned.

Proficiency in:

  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements

  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis onfinancial, retirement and estate planning field or in marketing these services

~or~

  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses

  • SIE required provided that an exemption or grandfatheringcannot beapplied
  • Series7
  • Series 63, 65 and/or66 as required by state or ability to obtain within sixmonths

Additional Information:

  • This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Bachelor's: Finance

Work Experience

General Experience - 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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