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Entry Level Financial Planner Jobs in Oregon (NOW HIRING)

Telix Pharmaceuticals (AMER)

OR

See Yourself at Telix As Project Manager, you will play a critical role in supporting the planning ... Your responsibilities will encompass project management, documentation, risk evaluation, financial ...

New

Robert Half

Project Manager

Beaverton, OR · On-site

$28 - $31/hr

Track financial performance throughout the project lifecycle, including budget adherence and ... Strong knowledge of project delivery methods and the full lifecycle from planning through execution ...

Umatilla Electric Cooperative

Engineer I-III

Hermiston, OR · On-site

$108K - $181K/yr

Assists in the planning for long-term and short-term construction work plans within the limits of ... finance requirements for construction work plans. * Prepares routine technical specifications ...

Umatilla Electric Cooperative

Engineer I-III

Hermiston, OR · On-site

$108K - $181K/yr

Assists in the planning for long-term and short-term construction work plans within the limits of ... finance requirements for construction work plans. * Prepares routine technical specifications ...

Umatilla Electric Cooperative

Engineer I-III

Hermiston, OR · On-site

$108K - $181K/yr

Assists in the planning for long-term and short-term construction work plans within the limits of ... finance requirements for construction work plans. * Prepares routine technical specifications ...

WSP

Structural Engineer

Lake Oswego, OR · On-site

WSP is currently initiating a search for an Entry Level Structural Engineer for our Lake Oswego ... Dedicated to serving local communities, we are engineers, planners, technical experts, strategic ...

WSP

Structural Engineer

Lake Oswego, OR · Hybrid

WSP is currently initiating a search for an Entry Level Structural Engineer for our Lake Oswego ... Dedicated to serving local communities, we are engineers, planners, technical experts, strategic ...

Pwc

Oracle PMO - Senior Associate

Portland, OR · On-site

$77K - $202K/yr

... Finance Technology - Oracle Core ERP practice. You will coordinate multiple projects, resources ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

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Showing results 21-40

All JobsFinancial Planner JobsEntry Level Financial Planner JobsEntry Level Financial Planner Jobs in Oregon

Entry Level Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

How much do entry level financial planner jobs pay per year?

As of Aug 9, 2026, the average yearly pay for entry level financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or related fields, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles helps build practical skills, and strong communication, analytical abilities, and familiarity with financial software are valuable for entry-level applicants.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner jobs in Oregon are:
What are popular job titles related to Entry Level Financial Planner jobs in Oregon? For Entry Level Financial Planner jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planner jobs in Oregon look for? The top searched job categories for Entry Level Financial Planner jobs in Oregon are:
What cities in Oregon are hiring for Entry Level Financial Planner jobs? Cities in Oregon with the most Entry Level Financial Planner job openings:
Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.

Account Representative - State Farm Agent Team Member

State Farm

Gresham, OR • On-site

$45K - $65K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 25 days ago

State Farm rating

7.4

Company rating: 7.4 out of 10

Based on 1,545 frontline employees who took The Breakroom Quiz

225th of 304 rated insurance

Job description

Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Job Posting: Sales Account Manager - Entry Level
Location: Gresham, Oregon
Company: Brad Hornback State Farm Agency
About Us:
We are dedicated to providing our clients with personalized insurance solutions and outstanding customer service. As a trusted State Farm Insurance Agency, we value integrity, teamwork, and a commitment to helping our community protect what matters most.
Position Overview:
We are seeking a motivated and customer-focused Sales Account Manager to join our team. This is an entry-level position ideal for individuals looking to start a rewarding career in insurance sales and customer service. No prior experience is necessary - we provide paid comprehensive training and support to help you succeed.
Roles and Responsibilities:
  • Develop and maintain relationships with new and existing clients to understand their insurance needs.
  • Assist customers in selecting appropriate insurance products, including auto, home, renters, life, and more.
  • Provide accurate information about policies, coverage options, and State Farm services.
  • Process insurance applications and assist clients with claims when necessary.
  • Maintain detailed records of client interactions and transactions in compliance with company policies.
  • Collaborate with team members to identify sales opportunities and improve customer satisfaction.
  • Attend training sessions and stay updated on industry trends and product knowledge.

Qualifications:
  • Strong communication and interpersonal skills.
  • Self-motivated with a positive attitude and willingness to learn.
  • Ability to work independently as well as part of a team.
  • Basic computer skills and comfort using customer relationship management (CRM) software.
  • High level of comfortable having conversations on the phone and by utilizing email and company texting platforms.
  • Customer service or sales experience is a plus but not required.
  • Must be authorized to work in the United States.

What We Offer:
  • Comprehensive training program and ongoing professional development.
  • Competitive salary with performance-based bonuses.
  • Supportive team environment with career growth opportunities.
  • Benefits package including health/dental/vision insurance, retirement plans, and paid time off.

Starting Base Salary - $36,000 (increases every 6-months based on performance). Well performing team members typically receive the following range in compensation (based on salary/commissions/bonuses):
Year 1 - $45,000 - $65,000 annually
Year 2 - $65,000 - $80,000 annually
Year 3 - $80,000+
Compensation: $45,000.00 - $65,000.00 per year
We're Hiring!
We attribute our success to having a fun, energetic environment that is an enjoyable place to work. Our team works hard to reach our goals together as a team and have fun while we are doing it! Our team is comprised of results-oriented individuals that are serious about their development. If you want to work in an environment that is fun, challenging, and rewarding, then Brad Hornback - State Farm Agent may be the right fit for you! Come work with an energetic, fun team at Brad Hornback - State Farm Agent!
About Our Agency
  • Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams.
  • We help customers with their insurance and financial services needs, including Auto Insurance, Home Insurance, Life Insurance, Retirement Planning, Business Insurance, College Planning, Health Insurance, and Renters Insurance.
  • Our office is located in Gresham, Oregon.
  • Our office is open 9:00am - 5:00pm.
  • We currently have 3 team members at our agency.
  • Additional languages spoken: Spanish

Apply now and let us put you on the path to success
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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