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Entry Level Financial Analyst Jobs in Springfield, OR

Tidepool Wealth Strategies

Be Seen First

Associate Advisor

Eugene, OR · On-site

$53K - $70K/yr

Associate Advisor is intended as an entry-level role with upward potential. Qualifications Required ... Help prepare financial analysis reports, cash flow projections, and portfolio performance summaries.

Varsity Tutors

SIE Tutor

Eugene, OR · Remote

$40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Domino's

Assistant Manager

Veneta, OR · On-site

Analyze sales data and market trends to identify areas for improvement * Participate in hiring ... Experience in cash handling, inventory management, and financial reporting * Ability to multitask ...

Domino's Pizza

Assistant Manager

Veneta, OR

Analyze sales data and market trends to identify areas for improvement * Participate in hiring ... Experience in cash handling, inventory management, and financial reporting * Ability to multitask ...

Domino's Pizza

Assistant Manager

Veneta, OR · On-site

Analyze sales data and market trends to identify areas for improvement * Participate in hiring ... Experience in cash handling, inventory management, and financial reporting * Ability to multitask ...

All JobsEntry Level Financial Analyst JobsEntry Level Financial Analyst Jobs in Springfield, OR

Entry Level Financial Analyst information

See Springfield, OR salary details

$13

$28

$56

How much do entry level financial analyst jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for entry level financial analyst in Springfield, OR is $28.74, according to ZipRecruiter salary data. Most workers in this role earn between $19.90 and $31.11 per hour, depending on experience, location, and employer.

How to get an entry-level financial analyst job?

To secure an entry-level financial analyst position, candidates should obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop skills in Excel, financial modeling, and data analysis. Internships, networking, and certifications like the CFA Level I can improve prospects, along with strong analytical and communication skills.

What is the difference between Entry Level Financial Analyst vs Financial Associate?

AspectEntry Level Financial AnalystFinancial Associate
Required CredentialsBachelor's in Finance, Economics, or related field; often some internship experienceBachelor's degree in Finance, Accounting, or related field; may require some certification
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and reporting tasksFinancial services firms, banks, or accounting firms; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

The main difference between an Entry Level Financial Analyst and a Financial Associate lies in their focus and responsibilities. Financial Analysts primarily analyze data, prepare reports, and support investment decisions, while Financial Associates often handle client interactions, support financial transactions, and assist with account management. Both roles require similar educational backgrounds, but their day-to-day tasks and career paths differ slightly, with Analysts more focused on analysis and Associates on client support.

What is an entry-level financial analyst?

An entry-level financial analyst is a professional who supports financial planning, analysis, and reporting within an organization. They typically perform data collection, financial modeling, and assist with budgeting and forecasting using tools like Excel and financial software, often requiring a bachelor's degree in finance, accounting, or a related field.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Analyst, and why are they important?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and quantitative skills. Familiarity with Excel, financial modeling software, and sometimes experience with databases or ERP systems are typically required, and pursuing certifications like CFA Level I can be advantageous. Attention to detail, effective communication, and organizational abilities are standout soft skills in this role. These competencies are crucial for delivering accurate financial insights, supporting business decision-making, and ensuring reliable reporting within a fast-paced environment.

Will AI replace financial analysts?

AI can automate routine tasks such as data analysis and report generation for financial analysts, increasing efficiency. However, the role of a financial analyst also involves critical thinking, interpretation, and strategic decision-making that AI currently cannot fully replicate. Therefore, AI is more likely to augment rather than replace entry-level financial analysts.

Can I be a financial analyst with no experience?

Entry level financial analyst positions often require some knowledge of finance, accounting, or related fields, but many employers are willing to consider candidates with little to no experience if they demonstrate strong analytical skills, proficiency in Excel, and a willingness to learn. Internships, relevant coursework, or certifications like CFA Level 1 can also improve chances of securing an entry-level role. Gaining practical experience through internships or training programs can be beneficial for new applicants.

What are some common challenges faced by entry-level financial analysts during their first year, and how can they overcome them?

Entry-level financial analysts often encounter challenges such as managing large volumes of data, meeting tight deadlines for reports, and quickly learning company-specific financial systems. To overcome these hurdles, it's helpful to actively seek mentorship from senior analysts, participate in training sessions to sharpen technical skills, and stay organized with task lists and calendar reminders. Building strong relationships with colleagues in finance and related departments can also provide valuable support and insight, making the transition smoother and more productive.

What Is the Job of an Entry-Level Financial Analyst?

Entry-level financial analysts compile budget and income statement forecasts into reports. In this role, you analyze the information for a business and provide advice on how to improve the financial health of the company. As part of your duties, you may look at investments and stocks and provide information on their performance and how the company could better use their assets. You might also provide information on how to reduce operating costs. The entry-level financial analyst presents these findings to company decision-makers, who may not understand the nuances of accounting. Because of this, you may be required to explain your findings at a basic level.

What does an Entry Level Financial Analyst do?

An Entry Level Financial Analyst is responsible for gathering, analyzing, and interpreting financial data to help their organization make informed business decisions. They typically prepare reports, assist with budgeting and forecasting, and evaluate financial performance under the supervision of senior analysts or managers. This role often involves using spreadsheets, financial modeling, and various analytical tools to assess trends and identify opportunities or risks. Entry level analysts may also support the preparation of presentations and participate in meetings with other departments or clients. It's a foundational role that provides exposure to different aspects of finance and helps build essential analytical skills.
More about Entry Level Financial Analyst jobs
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What cities near Springfield, OR are hiring for Entry Level Financial Analyst jobs? Cities near Springfield, OR with the most Entry Level Financial Analyst job openings:
Entry Level Financial Analyst jobs near you
Infographic showing various Entry Level Financial Analyst job openings in Springfield, OR as of June 2026, with employment types broken down into 4% As Needed, 62% Full Time, 30% Part Time, and 4% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,785 per year, or $28.7 per hour.

Associate Advisor

Tidepool Wealth Strategies

Eugene, OR • On-site

$53K - $70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 14 days ago

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Job description

Job Overview
We are seeking a dynamic and detail-oriented Associate Advisor to join our retirement planning team. In this pivotal role, you will support the senior advisor by assisting clients with their retirement planning needs, managing investment portfolios, and ensuring compliance with relevant securities laws. Your enthusiasm for financial concepts and dedication to delivering exceptional customer service will drive your success in helping clients achieve their wealth management goals. This is an exciting opportunity for motivated individuals eager to grow their expertise in the retirement planning areas of cash flow analysis, estate planning, tax planning, risk management and investment management within a collaborative environment. Associate Advisor is intended as an entry-level role with upward potential.

Qualifications

Required

  • Strong written and verbal communication skills
  • Willingness to obtain required securities and insurance licensing (sponsorship available for the right candidate)
  • Comfortable working with client management or scheduling software (think Salesforce, Epic, or similar tools used in service-oriented roles)
  • Four-year degree in any field

Preferred, not required:

  • Series 6, 7, 65, or 66 license already active
  • Life and Health insurance license already active
  • Background in a relationship-driven field (healthcare, education, hospitality, social work, ministry, coaching, or similar)
  •  

What we're actually looking for:

→ Someone who listens more than they talk

→ Someone who takes ownership and doesn't wait to be told what to do next

→ Someone seeking a career, not a job

Duties

  • Assist senior advisors in developing comprehensive financial plans tailored to client needs, including estate planning, tax strategies, and investment management.
  • Conduct research on financial products, securities law regulations, and market trends to inform client recommendations.
  • Support client onboarding by gathering necessary documentation and maintaining accurate records within customer relationship management systems.
  • Help prepare financial analysis reports, cash flow projections, and portfolio performance summaries.
  • Participate in client meetings to address inquiries, explain financial concepts clearly, and promote appropriate financial services.
  • Contribute to team efforts by staying updated on industry regulations such as securities law and technical accounting standards.
  • Ability to connect and network with business owners, community members and industry professionals.

Skills

  • Strong understanding of estate planning, wills, trusts & estate law, and tax experience.
  • Proficiency in financial analysis, investment management, and portfolio management principles.
  • Knowledge of securities law, financial software applications, and research tools used in financial services.
  • Excellent math skills with the ability to interpret complex financial data accurately.
  • Experience with customer relationship management (CRM) and integrated software systems.
  • Ability to communicate technical concepts clearly to clients and team members.
  • Demonstrated interest or background in sales, wealth management, asset management, or service-oriented background in healthcare or insurance industries is a plus.

Join us if you’re passionate about helping clients plan and venture through one of the most important stages of their life! This role offers a vibrant environment where tje right combination of analytical skills, enthusiasm, and strategic imagination can truly flourish as you develop your career in a supportive team dedicated to excellence in retirement planning.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Financial planning services
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Paid training
  • Parental leave
  • Professional development assistance
  • Retirement plan