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Entry Level Financial Planning Jobs in Oregon (NOW HIRING)

Asset & Wealth Management - Tax Senior Associate

Portland, OR · On-site

$77K - $214K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... planning, compliance, and strategy. These individuals help businesses navigate complex tax ... You will review and analyse financial data, prepare and file tax returns, and assist businesses in ...

Purpose The Associate Member Services Representative (MSR) is an entry-level position intended to ... Begin obtaining basic knowledge of Financial Advisory and Real Estate products and services offered ...

Pharmaceutical Field Sales Representative

Portland, OR

$21.25 - $29.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is an excellent entry-level role in the healthcare and pharmaceutical industries. The team ... Employ interaction techniques, including pre-call planning, opening, presentation focus and ...

Pharmaceutical Field Sales Representative

Portland, OR · On-site

$21.25 - $29.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is an excellent entry-level role in the healthcare and pharmaceutical industries. The team ... Employ interaction techniques, including pre-call planning, opening, presentation focus and ...

Pharmaceutical Field Sales Representative

Portland, OR · On-site

$21.25 - $29.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is an excellent entry-level role in the healthcare and pharmaceutical industries. The team ... Employ interaction techniques, including pre-call planning, opening, presentation focus and ...

Material Handler I

Portland, OR · On-site

$17.75 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Overview of the Material Handler role Performs a variety of entry level tasks to support the ... A wellness program that supports your physical, financial and emotional health WSI will not ...

Pharmacy Technician - Fulfillment

Eugene, OR

$18 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is an entry level position, and we are happy to train. Come join our team! Attributes: Work ... Planning - ability to think ahead, plan and manage time efficiently Problem Solving - ability to ...

Early Career Environmental Scientist

Portland, OR · On-site

$55K - $75K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Be involved in projects with our Advisory & Planning Team and be a part of a growing organization ... WSP provides a comprehensive suite of benefits focused on providing health and financial stability ...

Pharmacy Technician - Fulfillment

Eugene, OR · On-site

$18 - $19/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This is an entry level position, and we are happy to train. Come join our team! Attributes: * Work ... Strategy and Planning - ability to think ahead, plan and manage time efficiently * Problem Solving ...

Material Handler I

Portland, OR

$17.75 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Overview of the Material Handler role Performs a variety of entry level tasks to support the ... A wellness program that supports your physical, financial and emotional health WSI will not ...

Strategic Planning and Partnership Development Develop, implement, and evaluate strategic plans ... Experience supervising and mentoring entry-level employees and/or students. * Ability to work ...

Administrative Support

Newberg, OR · On-site

$24/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... , CRM, or order management systemsExperience working during system implementations or ... Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain ...

Material Handler I

Portland, OR · On-site

$17.75 - $21.50/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Overview of the Material Handler role Performs a variety of entry level tasks to support the ... A wellness program that supports your physical, financial and emotional health WSI will not ...

Showing results 41-60

Entry Level Financial Planning information

See Oregon salary details

$37.5K

$64.1K

$110.5K

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

As of Aug 17, 2026, the average yearly pay for entry level financial planning in Oregon is $64,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,200.00 and $72,400.00 per year, depending on experience, location, and employer.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.

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

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

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, accounting, or related fields, and develop skills in financial analysis and client communication. Gaining certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and internships or entry-level roles in financial services provide valuable experience. Strong interpersonal skills and proficiency with financial planning software are also beneficial.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

What is the best entry-level financial planning job?

An entry-level financial planning job typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common roles include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These positions provide foundational experience for a career in financial planning.

What are the most commonly searched types of Financial Planning jobs in Oregon?

The most popular types of Financial Planning jobs in Oregon are:

What are popular job titles related to Entry Level Financial Planning jobs in Oregon?

For Entry Level Financial Planning jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Planning jobs in Oregon look for?

The top searched job categories for Entry Level Financial Planning jobs in Oregon are:

What cities in Oregon are hiring for Entry Level Financial Planning jobs?

Cities in Oregon with the most Entry Level Financial Planning job openings:

Infographic showing various Entry Level Financial Planning job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,089 per year, or $30.8 per hour.

Asset & Wealth Management - Renewable Energy Tax Senior Associate

Pwc

Portland, OR • On-site

$77K - $214K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago


PwC rating

8.3

Company rating: 8.3 out of 10

Based on 76 frontline employees who took The Breakroom Quiz

26th of 72 rated business consultants


Job description

Industry/Sector

Asset and Wealth Management

Specialism

Industry Tax Practice

Management Level

Senior Associate

Job Description & Summary

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.
Those in tax compliance at PwC will focus on validating clients' compliance with tax laws and regulations. You will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance.
Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Respond effectively to the diverse perspectives, needs, and feelings of others.
Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
Use critical thinking to break down complex concepts.
Understand the broader objectives of your project or role and how your work fits into the overall strategy.
Develop a deeper understanding of the business context and how it is changing.
Use reflection to develop self awareness, enhance strengths and address development areas.
Interpret data to inform insights and recommendations.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Tax team you will work with many of the world's largest renewable energy companies to develop and implement creative tax solutions. As a Senior Associate you will analyze complex problems, mentor team members, and maintain exemplary standards while building meaningful client relationships. This role offers the chance to tackle challenging issues introduced by the Inflation Reduction Act, allowing you to drive client engagement workstreams and enhance your technical knowledge.
Responsibilities
- Drive client engagement initiatives related to the Inflation Reduction Act
- Work with clients to develop innovative tax strategies
- Supervise project workstreams and maintain operational standards
- Foster substantial relationships with key stakeholders
- Utilize technical knowledge to solve complex problems
What You Must Have
- Bachelor's Degree
- 2 years of experience
What Sets You Apart
- Being successful as tax technical business advisor
- Demonstrating familiarity with CRM systems
- Having experience with complicated partnership structures
- Possessing knowledge of tax matters in renewable energy industry
- Demonstrating a desire to learn more about renewable energy industry

Travel Requirements

Up to 20%

Job Posting End Date

The salary range for this position is: $77,000 - $214,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

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