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Cfp Jobs in Bend, OR (NOW HIRING)

Mainspring Wealth Advisors LLC

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Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

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 ...

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$64.4K

$107.5K

$148.8K

How much do cfp jobs pay per year?

As of Aug 11, 2026, the average yearly pay for cfp in Bend, OR is $107,546.00, according to ZipRecruiter salary data. Most workers in this role earn between $91,800.00 and $120,800.00 per year, depending on experience, location, and employer.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.
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Infographic showing various Cfp job openings in Bend, OR as of August 2026, with employment types broken down into 100% Full Time. Highlights an 88% In-person, 3% Hybrid, and 9% Remote job distribution, with an average salary of $107,546 per year, or $51.7 per hour.

Associate Financial Planner

Mainspring Wealth Advisors LLC

Bend, OR • On-site

$72K - $78K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 hours ago

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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 that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.