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Finance Associate Jobs in Bend, OR (NOW HIRING)

Raymondjames

Financial Planning Associate

Bend, OR

Finance Work Experience General Experience - 13 months to 3 years Certifications Securities ... At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all ...

Wells Fargo

Associate Financial Advisor

Bend, OR

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

ACE Cash Express

Sales Associate

Bend, OR · On-site

$14.75 - $20.25/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

ACE Cash Express-Reid

Sales Associate

Bend, OR · On-site

$16 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

ACE Cash Express-Reid

Part Time Sales Associate

Bend, OR · On-site

$16 - $18/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

ACE Cash Express

Part Time Sales Associate

Bend, OR · On-site

$16 - $18.25/hr

Sales Associates will need to understand the diverse range of financial products and services that ACE offers. It is beneficial to have two or more years of retail experience. Proficiency in Spanish ...

Walmart

Stocking Team Associate

Redmond, OR · On-site

$18 - $31/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Stocking Team Associate

Bend, OR · On-site

$19 - $32/hr

Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Fashion Team Associate

Bend, OR · On-site

$19 - $32/hr

... Associate Benefits & perks At Walmart, we offer competitive pay as well as performance-based ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Janitorial Associate

Bend, OR · On-site

$19 - $32/hr

... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Janitorial Associate

Redmond, OR · On-site

$18 - $31/hr

... associates ensure customers have a great first and last impression of our stores. They look after ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Seasonal Team Associate

Bend, OR · On-site

$19 - $32/hr

Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ... part-time associates in Walmart and Sam's Club facilities. Programs range from high school ...

Walmart

Checkout Team Associate

Redmond, OR · On-site

$18 - $31/hr

... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Finance Associate information

See Bend, OR salary details

$32.2K

$74.2K

$145.6K

How much do finance associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for finance associate in Bend, OR is $74,241.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,700.00 and $81,200.00 per year, depending on experience, location, and employer.

What is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.
More about Finance Associate jobs
What are the most commonly searched types of Finance jobs in Bend, OR? The most popular types of Finance jobs in Bend, OR are:
What are popular job titles related to Finance Associate jobs in Bend, OR? For Finance Associate jobs in Bend, OR, the most frequently searched job titles are:
What job categories do people searching Finance Associate jobs in Bend, OR look for? The top searched job categories for Finance Associate jobs in Bend, OR are:
What cities near Bend, OR are hiring for Finance Associate jobs? Cities near Bend, OR with the most Finance Associate job openings:
Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Bend, OR as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $74,241 per year, or $35.7 per hour.

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 9 days ago

Job description

Job Description Summary
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and the community.
If this resonates with you, we invite you to apply today!
Job Description
Responsibilities
  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Research information as necessary on a case-by-case basis
  • Prepare files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Respond to client questions by telephone, email and occasional personal visits.
  • Conduct research as needed related to basic income tax questions, estate planning, and other legal issues - requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensure firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Proficiency in:
  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Additional Information:
  • This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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