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Financial Analyst Associate Jobs in Bend, OR (NOW HIRING)

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 ... Strong financial and analytical skills * Comfortable working in a support-oriented role with high ...

DataAnnotation

M&A Associate - AI Trainer

Bend, OR · Remote

$50 - $60/hr

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management * A current, in progress, or completed Master's and/or PhD is ...

Sorren, Inc.

Assurance Senior/Supervisor

Bend, OR

$76K - $110K/yr

... associates and interns to foster efficiency and team growth Review workpapers prepared by ... Analyze financial statements and disclosures for errors or omissions Prepare client correspondence ...

Capstone

Senior Tax Assoicate

Redmond, OR

$86K - $107K/yr

Analyze financial information to determine tax liabilities and deductions * Review client documents for accuracy and completeness before filing * Provide exceptional customer service by addressing ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$58K - $75K/yr

Analyze financial information to determine tax liabilities and deductions * Review client documents for accuracy and completeness before filing * Provide exceptional customer service by addressing ...

Mosaic Medical

Accounting Specialist

Bend, OR · On-site

$23.25 - $31.50/hr

... analysis of the monthly financial reports to ensure accuracy and completeness. * Assist with preparations for our annual financial audit. Qualifications: * Associate Degree in Accounting or ...

Mosaik Medical

Accounting Specialist

Bend, OR · On-site

$23.25 - $31.50/hr

... analysis of the monthly financial reports to ensure accuracy and completeness. * Assist with preparations for our annual financial audit. Qualifications: * Associate Degree in Accounting or ...

Walmart

Walmart Retail Manager in Training

Redmond, OR · On-site

$31.25 - $38.46/hr

... analysis balances short and longterm priorities and considers our customers fellow associates ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Retail Manager in Training

Redmond, OR · On-site

$31.25 - $38.46/hr

... analysis balances short and longterm priorities and considers our customers fellow associates ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Retail Assistant Manager

Redmond, OR · On-site

$31.25 - $38.46/hr

... analysis balances short and longterm priorities and considers our customers fellow associates ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

Walmart

Walmart Assistant Store Manager

Redmond, OR · On-site

$31.25 - $38.46/hr

... analysis balances short and longterm priorities and considers our customers fellow associates ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...

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Showing results 1-20

All JobsFinancial Analyst Associate JobsFinancial Analyst Associate Jobs in Bend, OR

Financial Analyst Associate information

See Bend, OR salary details

$30.6K

$77.7K

$132.4K

How much do financial analyst associate jobs pay per year?

As of Jul 26, 2026, the average yearly pay for financial analyst associate in Bend, OR is $77,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $59,100.00 and $86,000.00 per year, depending on experience, location, and employer.

Is AI replacing financial analysts?

AI is transforming the role of financial analyst associates by automating data analysis, forecasting, and reporting tasks. While AI tools can handle routine work, human judgment, strategic thinking, and industry expertise remain essential for complex decision-making and client interactions in finance roles.

What are some common challenges Financial Analyst Associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What are Financial Analyst Associates?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

What are top 3 skills for a financial analyst?

A financial analyst should have strong analytical skills to interpret financial data, proficiency in Excel and financial modeling tools, and good communication skills to present findings clearly. Knowledge of accounting principles and industry-specific regulations also enhances effectiveness in the role.

What does an associate financial analyst do?

An associate financial analyst supports senior analysts by collecting and analyzing financial data, preparing reports, and assisting with budgeting and forecasting. They often use tools like Excel and financial modeling software and may need relevant certifications such as CFA or CPA. Their work helps inform investment decisions and financial planning within organizations.

Is FP&A a stressful job?

Financial Analyst Associates working in Financial Planning and Analysis (FP&A) often face stress due to tight deadlines, high accuracy requirements, and the need to interpret complex financial data. The role can involve long hours during reporting periods and requires strong analytical skills and attention to detail, which can contribute to job pressure.

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

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

What are the key skills and qualifications needed to thrive as a Financial Analyst Associate, and why are they important?

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.
What are the most commonly searched types of Financial Analyst jobs in Bend, OR? The most popular types of Financial Analyst jobs in Bend, OR are:
What are popular job titles related to Financial Analyst Associate jobs in Bend, OR? For Financial Analyst Associate jobs in Bend, OR, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Associate jobs in Bend, OR look for? The top searched job categories for Financial Analyst Associate jobs in Bend, OR are:
What cities near Bend, OR are hiring for Financial Analyst Associate jobs? Cities near Bend, OR with the most Financial Analyst Associate job openings:
Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Bend, OR as of July 2026, with employment types broken down into 1% Locum Tenens, 83% Full Time, 11% Part Time, 1% Temporary, and 4% Contract. Highlights an 82% Physical, 8% Hybrid, and 10% Remote job distribution, with an average salary of $77,705 per year, or $37.4 per hour.
Financial Planning Associate

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 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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