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Entry Level Financial Planner Jobs in Bend, OR (NOW HIRING)

ENGINEERS | SURVEYORS | PLANNERS | SCIENTISTS Morrison-Maierle is a 100% employee-owned firm ... Our culture empowers every team member to find success--professionally and financially--while ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

Accountant I

Bend, OR · On-site

$65K - $75K/yr

This position performs a variety of entry-level to intermediate accounting duties, including ... Experience with ERP/accounting software. * Financial analysis and account reconciliation. * Data ...

Accountant I

Bend, OR · On-site

$65K - $75K/yr

This position performs a variety of entry-level to intermediate accounting duties, including ... Experience with ERP/accounting software. * Financial analysis and account reconciliation. * Data ...

Accountant I

Bend, OR

$65K - $75K/yr

This position performs a variety of entry-level to intermediate accounting duties, including ... Experience with ERP/accounting software. * Financial analysis and account reconciliation. * Data ...

Team Member Experience Manager

Prineville, OR · On-site

$116K - $117K/yr

... financing, and insuring homes. From entry-level to more experienced positions, we're actively ... Planning & Oversight * Assesses effectiveness of HR practices and leads the development and ...

Entry Level Financial Planner information

See Bend, OR salary details

$53.3K

$102K

$147.2K

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

As of Aug 26, 2026, the average yearly pay for entry level financial planner in Bend, OR is $101,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,200.00 and $107,600.00 per year, depending on experience, location, and employer.

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 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.

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 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.

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 a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

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.

What are the most commonly searched types of Financial Planner jobs in Bend, OR?

The most popular types of Financial Planner jobs in Bend, OR are:

What are popular job titles related to Entry Level Financial Planner jobs in Bend, OR?

For Entry Level Financial Planner jobs in Bend, OR, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planner jobs in Bend, OR look for?

The top searched job categories for Entry Level Financial Planner jobs in Bend, OR are:

What cities near Bend, OR are hiring for Entry Level Financial Planner jobs?

Cities near Bend, OR with the most Entry Level Financial Planner job openings:

Infographic showing various Entry Level Financial Planner job openings in Bend, OR as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $101,998 per year, or $49 per hour.

Entry-Level ICT Designer

Morrison-Maierle

Bend, OR

$75K - $85K/yr

Full-time

Re-posted 3 days ago


Job description

ENGINEERS | SURVEYORS | PLANNERS | SCIENTISTS

Morrison-Maierle is a 100% employee-owned firm specializing in integrated consulting and design services in engineering, planning, surveying, and science. As a trusted partner to our clients, we deliver reliable, high-quality results, grounded in a deep understanding of local context and regional needs.


Position: Entry-Level ICT Designer
Job Status: Exempt-salaried
Location: Join us in any one of our 13 scenic locations. Preference for Boise, ID (Relocation assistance may be provided)

  • Boise, ID
  • Bend, OR
  • Billings, MT
  • Bozeman, MT
  • Great Falls, MT
  • Helena, MT
  • Kalispell, MT
  • Missoula, MT
  • Casper, WY
  • Cody, WY
  • Gillette, WY
  • Sheridan, WY
  • Spokane, WA

The Entry-Level ICT Designer job supports the planning and design of building technology and low voltage systems, including structured cabling, security, AV, and wireless networks.

TOTAL REWARDS

We know work is just one part of life. That's why we offer a total rewards package designed to support you—at work, at home, and everywhere in between. As an employee-owner, you'll receive competitive pay, bonuses that recognize your contributions, and benefits that promote your health, growth, and well-being. Whether it's your family, hobbies, or future goals, we've got you covered.

  • $75,000 to $85,000 base pay (Compensation for this role is based on experience, qualifications, and geographic location)
  • Annual bonuses because your contributions matter
  • Ownership through our Employee Stock Ownership Plan (ESOP); 100% company-paid ownership contributions
  • 90% company-paid shared health plan premiums
  • Paid time off for the things you love to do
  • Paid parental leave and volunteer time off
  • Six paid company holidays
  • Two floating personal holidays for events that are important in your life
  • 401(k) matching program
  • AD&D Insurance, Short/Long Term Disability, and Life Insurance paid by the company
  • Flexible work schedule arrangements

Our longstanding and trusted engineering legacy has helped ensure safety, security, and growth for our employee-owners. Our people-first culture and collaborative team are what drive our success as a top 500 engineering firm and have earned us a spot on Zweig's list of "Best Places to Work." Join us in our Buildings group as a an Entry-Level Information Communications and Technology (ICT) Designer and be part of a legacy that builds better futures.

THE ROLE

The Information and Communications Technology (ICT) Designer is responsible for designing low voltage building systems, including structured cabling, security systems, audiovisual (AV), and wireless networks. The ICT Designer collaborates with architects and engineers to develop coordinated, code compliant designs and produces technical drawings and documentation to support construction. These responsibilities include:

  • Design and draft ICT floor plans, including structured cabling, pathways, telecommunications rooms, audio visual, public address systems, access control systems, video surveillance systems, intercom systems, and intrusion detection systems.   
  • Preparation of CSI Division 27 and 28 written specifications.
  • Coordination of REVIT model and backgrounds with architects and other disciplines.
  • Attendance and contribution to internal team, discipline, and project meetings.
  • Fostering client relationships and fellow design team members.
  • Researching technical product information.
  • Conducting configuration and commissioning of systems to ensure 100% functionality is delivered.
  • Providing support to the team, developing tools, improving processes, and sharing technical knowledge.
  • Ensuring that all client and design team due dates, submission dates, and completion dates are met
  • Performing job site inspections to determine existing conditions and the extent of progress made by contractors and compile punch lists.
  • Keeping track of multiple projects, clients, and team member requests with excellent follow-up to ensure promises are kept.
  • Additional job tasks include, but are not limited to, riser diagrams, report writing, submittal review, RFI responses, and attending client meetings. 

"As employee-owners, we don't just work here, we grow here. Together, we take on challenging projects, support one another, and create opportunities to thrive. Our culture empowers every team member to find success—professionally and financially—while building something greater than themselves." - Arian Bloomfield, President/CEO


YOUR STRENGTHS
  • Bachelor's degree in Electrical Engineering, Computer Science, or related field preferred 
  • 0-3 years of experience in information, communication, and technology system design 
  • Fluency with REVIT design software
  • Must have the ability to learn the application of relevant codes
  • Applicable Information Communication Technology certifications to support design work and experience.
  • RCDD certification preferred, or the ability to obtain within 5 years from hire

Candidates seeking ICT Designer roles within building infrastructure and low voltage system design are encouraged to apply.

WHO WE ARE

At Morrison-Maierle, we're more than engineers, surveyors, planners, and scientists—we're community builders. Founded in 1945, we're a 100% employee-owned, Engineering News-Record Top 500 firm driven by a passion for innovative solutions that improve lives across the Rocky Mountain and Pacific Northwest regions. We are rooted in integrity, respect, excellence, and commitment. Joining our team means becoming part of a purpose-driven legacy committed to building a better future.

Morrison-Maierle is not accepting third-party or recruitment agency solicitation requests.

Morrison-Maierle is an equal opportunity employer and does not discriminate on the basis of any legally protected status or characteristic. Protected veterans and individuals with disabilities are encouraged to apply.