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Financial Advisor Assistant Jobs in Myrtle Point, OR

Lead Analyst - Capital Finance

OR · Remote

$84K - $112K/yr

Acting as a trusted advisor to the North America Operations Leadership Team, you will ensure efficient capital allocation, identify risks and opportunities, and provide financial insights that drive ...

... must advise, coordinate and support a staff of high school assistant coaches and middle school ... FINANCE AND EQUIPMENT: 23. Participates in the budgeting function with the athletic director by ...

... finance, legal, grant, and/or contract fields; 5-8 years. Gateway 2 Grants and TOT certification ... Manage a complex regional portfolio, serve as primary contact and principal advisor to client ...

Financial Advisor Assistant information

See Myrtle Point, OR salary details

$26.7K

$50.9K

$85.3K

How much do financial advisor assistant jobs pay per year?

As of Sep 3, 2026, the average yearly pay for financial advisor assistant in Myrtle Point, OR is $50,865.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,400.00 and $59,100.00 per year, depending on experience, location, and employer.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What cities near Myrtle Point, OR are hiring for Financial Advisor Assistant jobs?

Cities near Myrtle Point, OR with the most Financial Advisor Assistant job openings:

Infographic showing various Financial Advisor Assistant job openings in Myrtle Point, OR as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $50,865 per year, or $24.5 per hour.

Junior Financial Analyst

Star Step Performance Coatings

Myrtle Point, OR • On-site

Full-time

Re-posted 6 days ago


Job description

Junior Financial AnalystLocation: Chicagoland Area, Must be Located near the Chicagoland Area (Onsite with Hybrid Flexibility AFTER 90 Days) Employment Type: Full-Time Industry: Performance Coatings, Architectural Paints, OEM Coatings, Powder Coatings Ownership Structure: Private Equity Sponsored Company Revenue: Approximately $70 MillionPosition OverviewWe are seeking a motivated and analytical Junior Financial Analyst to support financial planning, reporting, and operational analysis across a growing performance coatings platform. This role offers an excellent opportunity to gain hands-on experience in manufacturing finance, business operations, and private equity-backed environments while working closely with senior leadership and the business controllers.The ideal candidate will possess strong analytical skills, attention to detail, and a desire to learn financial modeling, budgeting, forecasting, and business performance analysis within an industrial manufacturing setting. This position will support key decision-making processes by providing accurate financial insights and reporting.Key ResponsibilitiesAssist with monthly, quarterly, and annual financial reporting processes.Support budgeting, forecasting, and long-range planning activities.Analyze financial results and identify significant variances from budget and forecast.Prepare financial dashboards, KPI reports, and management presentations.Monitor revenue, costs, gross margins, and profitability trends across product lines.Assist with inventory, working capital, and cash flow analysis.Support manufacturing and operational teams with financial performance reporting.Conduct ad hoc financial analyses to support strategic and operational decision-making.Maintain and improve financial models used for forecasting and business planning.Assist with data collection and reporting for lenders, investors, and management teams.Support pricing, margin, and cost analysis initiatives.Participate in special projects, including acquisition analysis and integration support as needed.QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related field.0-3 years of experience in financial analysis, accounting, corporate finance, or related roles.Strong proficiency in Microsoft Excel and financial modeling.Excellent analytical, organizational, and problem-solving skills.Strong attention to detail and accuracy.Ability to manage multiple priorities in a fast-paced environment.Strong written and verbal communication skills.Preferred QualificationsInternship or experience within manufacturing, industrial products, chemicals, coatings, or related industries.Experience with ERP systems and financial reporting tools.Knowledge of budgeting, forecasting, and financial statement analysis.Familiarity with Power BI, Tableau, or other business intelligence platforms.Progress toward CPA, CMA, CFA, or MBA credentials is a plus.Critical Success FactorsStrong analytical and quantitative aptitude.Curiosity and willingness to learn complex business operations.Ability to translate data into actionable insights.High level of professionalism and accountability.Collaborative mindset and ability to work cross-functionally.Strong Excel and financial reporting capabilities.Initial Priorities (First 90 Days)Learn company operations, products, and key financial drivers.Support monthly reporting and variance analysis processes.Assist in maintaining budgeting and forecasting models.Develop familiarity with manufacturing cost structures and KPIs.Build relationships with finance, operations, and commercial teams.Contribute to profitability, inventory, and working capital analyses.Improve reporting efficiency through data organization and process enhancements.Why Join Us?This role offers exceptional exposure to senior leadership, private equity ownership, and the financial operations of a leading manufacturing business. The successful candidate will gain valuable experience in financial planning and analysis, operational finance, and strategic business decision-making while building a strong foundation for future career growth within finance and corporate leadership.