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Entry Level Financial Management Jobs in Portland, OR

Nexera

Entry Level Remote Insurance Sales

Portland, OR · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads ... Following up consistently and managing your own daily activity * Attending weekly virtual training ...

OneMain Financial

Loan Sales Specialist

Tigard, OR

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Portland, OR · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Portland, OR · On-site

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Tigard, OR · On-site

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Vancouver, WA · On-site

$19 - $22/hr

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Vancouver, WA

$19 - $22/hr

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Tigard, OR

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Portland, OR · On-site

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Vancouver, WA · On-site

$19 - $22/hr

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

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All JobsFinancial Management JobsEntry Level Financial Management JobsEntry Level Financial Management Jobs in Portland, OR

Entry Level Financial Management information

See Portland, OR salary details

$14

$29

$57

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

As of Aug 7, 2026, the average hourly pay for entry level financial management in Portland, OR is $29.45, according to ZipRecruiter salary data. Most workers in this role earn between $20.38 and $31.88 per hour, depending on experience, location, and employer.

What is the best entry-level financial management job?

An entry-level financial management role typically includes positions such as financial analyst, junior financial manager, or finance associate. These jobs often require strong analytical skills, proficiency with spreadsheets and financial software, and sometimes relevant certifications like a CFA or CPA. They provide foundational experience in budgeting, financial reporting, and data analysis within corporate or financial services environments.

What is entry level financial management?

Entry level financial management jobs are positions designed for individuals who are new to the finance industry, often recent graduates or those transitioning into finance from another field. These roles typically involve assisting with budgeting, financial analysis, preparing reports, and supporting more senior finance team members. Common job titles include financial analyst, junior accountant, or finance assistant. Entry-level positions provide foundational experience in financial planning, reporting, and compliance, serving as a stepping stone to more advanced finance careers.

What are the typical challenges faced by entry level financial management professionals, and how can they overcome them?

Entry-level professionals in financial management often encounter challenges such as adapting to complex financial software, understanding regulatory requirements, and managing multiple deadlines. Building a solid foundation in financial principles and seeking guidance from experienced colleagues can help ease the learning curve. Actively participating in team meetings and asking questions also fosters knowledge sharing and professional growth. Over time, developing strong organizational and analytical skills enables new hires to handle responsibilities more efficiently and confidently.

What are the key skills and qualifications needed to thrive as an entry level financial management professional?

To thrive as an Entry Level Financial Management professional, you need a solid background in finance or accounting, analytical skills, and typically a bachelor's degree in a related field. Familiarity with financial software such as Excel, QuickBooks, and enterprise resource planning (ERP) systems is often required. Strong attention to detail, problem-solving abilities, and effective communication skills help you excel in this role. These competencies ensure accurate financial analysis, compliance, and clear reporting, which are critical for supporting sound business decisions.

How do I start a career in entry level financial management with no experience?

To start a career in entry level financial management with no experience, focus on gaining foundational knowledge through online courses or certifications such as Excel, accounting, or finance basics. Internships, volunteering, or entry-level positions can provide practical experience, and developing skills in financial analysis and using tools like spreadsheets can improve employability.

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

AspectEntry Level Financial ManagementFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related fieldBachelor's degree; often requires or prefers certifications like CFA or CPA
Work EnvironmentCorporate finance departments, financial services firms, or accounting firmsInvestment firms, banks, corporate finance teams
Employer & Industry UsageEntry-level roles in various industries focusing on financial planning and managementAnalyzing financial data, preparing reports, supporting investment decisions

Entry Level Financial Management roles focus on supporting financial planning and management tasks within organizations, often requiring a bachelor's degree. Financial Analysts typically analyze financial data, prepare reports, and support investment decisions, often with additional certifications. Both roles are common in corporate and financial sectors, but Financial Analysts tend to have a more specialized focus on data analysis and investment evaluation.

What are the most commonly searched types of Financial Management jobs in Portland, OR? The most popular types of Financial Management jobs in Portland, OR are:
Entry Level Financial Management jobs near you
Infographic showing various Entry Level Financial Management job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $61,256 per year, or $29.4 per hour.

Investment Counselor Wealthbuilder (Entry Level Financial Advisor Alternative)

Fisher Investments

Camas, WA • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 3 hours ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.

The Opportunity:

The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.

Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.

This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.


The Day-to-Day:

  • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, 10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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