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Entrylevel Financial Analyst Jobs in Oregon (NOW HIRING)

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

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 ...

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 ...

Varsity Tutors

SIE Tutor

Portland, 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 ...

WaFd Bank

Commercial Credit Associate (CRE)

Bend, OR · On-site

$26.44 - $33.65/hr

Job Summary The Credit Associate is an entry-level role responsible for supporting Credit Analysts ... Financial spreading : gain working knowledge and partnering with the applicable Credit Analyst to ...

New

WaFd Bank

Commercial Credit Associate (CRE)

Bend, OR · On-site

$26.44 - $33.65/hr

Job Summary The Credit Associate is an entry-level role responsible for supporting Credit Analysts ... Financial spreading : gain working knowledge and partnering with the applicable Credit Analyst to ...

New

Teamwass

OR · On-site

This is not an entry-level payroll role and is not intended to be a transactional payroll analyst ... Partner with HRIS, IT, Payroll, Benefits, HR Operations, Finance, Accounting, and external vendors ...

CIS Trust

Accountant I

Wilsonville, OR · Hybrid

$64K - $72K/yr

... entry-level accounting position ideal for someone early in their career who wants hands-on ... financial reporting and analysis. You'll work closely with internal teams and vendors while ...

CIS Oregon

Accountant I

Wilsonville, OR · On-site

$64K - $72K/yr

... our Finance team. This is an entry-level accounting position ideal for someone early in their ... Solid math and analytical skills * Proficiency in spreadsheets (Excel) and accounting systems

Pacific Seafood

Buyer

Clackamas, OR · On-site

Market Analysis and Collaboration * Work with sales team to analyze market conditions and ... Employee Assistance Program- Confidential professional counseling, financial, and legal assistance ...

Hampton Lumber

Intern - Accounting Clerk

Portland, OR · On-site

$17 - $21.50/hr

Overview We are seeking a detail-oriented and organized Entry-Level Accounts Payable Clerk to ... Strong mathematical and analytical skills. * Ability to maintain confidentiality of financial ...

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All JobsEntrylevel Financial Analyst JobsEntrylevel Financial Analyst Jobs in Oregon

Entrylevel Financial Analyst information

What is the best entry-level finance job?

An entry-level financial analyst position is a common starting role in finance, involving data analysis, financial modeling, and reporting. It typically requires strong Excel skills, a bachelor's degree in finance or related fields, and knowledge of financial software. This role provides foundational experience for advancing in finance careers.

What are the typical responsibilities and team interactions for an entry-level financial analyst?

As an entry-level financial analyst, you can expect to spend much of your time collecting, organizing, and analyzing financial data to support senior analysts and management in decision-making. Your daily tasks may include creating financial models, preparing reports, and assisting with budgeting or forecasting processes. Collaboration is common—you'll often work closely with other analysts, accountants, and business units to gather information and ensure accurate financial analysis. This role offers exposure to various departments, providing a solid foundation for career growth within finance.

What is the difference between Entrylevel Financial Analyst vs Financial Associate?

AspectEntrylevel Financial AnalystFinancial Associate
Required CredentialsBachelor's degree in finance, accounting, or related field; internships often preferredBachelor's degree in finance, economics, or related field; similar internship experience
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and data-driven tasksFinancial services firms, banks, or investment companies; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

Both roles typically require a bachelor's degree and similar internships. An Entrylevel Financial Analyst focuses more on analyzing financial data and supporting decision-making, while a Financial Associate often handles client interactions and support tasks. The roles overlap in industry and credentials but differ slightly in daily responsibilities.

What does an entry-level financial analyst do?

An entry-level financial analyst typically assists senior analysts and managers by gathering and analyzing financial data, preparing reports, and creating financial models. Their responsibilities often include tracking a company’s financial performance, evaluating budgets, and helping with forecasting and planning. They may also research market trends and assist in making recommendations for investments or cost-saving strategies. This role is a great starting point for gaining experience in finance and learning how to interpret complex data to support business decisions.

How to get an entry-level financial analyst job?

To secure an entry-level financial analyst position, candidates should obtain a bachelor's degree in finance, accounting, or a related field, develop proficiency in Excel and financial modeling, and gain relevant internship experience. Certifications like the CFA Level I can also enhance prospects, and strong analytical and communication skills are essential for success in the role.

Will AI replace financial analysts?

AI is transforming the role of financial analysts by automating data analysis and reporting tasks, allowing analysts to focus on strategic decision-making. While AI can handle routine calculations and data processing, human judgment, industry knowledge, and interpretive skills remain essential for complex financial analysis and advising clients.

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 need a solid background in finance, accounting, or economics, typically supported by a bachelor’s degree in a related field. Familiarity with Excel, financial modeling software, and data analysis tools such as Bloomberg Terminal or SQL is highly valuable. Strong analytical thinking, attention to detail, and effective communication set standout analysts apart. These skills are crucial for accurately interpreting financial data and producing actionable insights that drive business decisions.

Can I be a financial analyst with no experience?

Entry-level financial analyst positions often require little to no professional experience, focusing instead on relevant skills such as Excel, financial modeling, and analytical thinking. Internships, coursework, or certifications like CFA Level I can help demonstrate your capabilities to employers. Candidates should be prepared to learn on the job and develop industry-specific knowledge quickly.
What are popular job titles related to Entrylevel Financial Analyst jobs in Oregon? For Entrylevel Financial Analyst jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Analyst jobs in Oregon look for? The top searched job categories for Entrylevel Financial Analyst jobs in Oregon are:
What cities in Oregon are hiring for Entrylevel Financial Analyst jobs? Cities in Oregon with the most Entrylevel Financial Analyst job openings:
Entrylevel Financial Analyst jobs near you

Associate Advisor

Tidepool Wealth Strategies

Eugene, OR • On-site

$53K - $70K/yr

Full-time

Medical, Dental, Life, Retirement, PTO

Posted 13 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