Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...
Orthodontic Financial Coordinator for Consulting Office
Gresham, OR · On-site
$70K/yr
Profit sharing We are seeking a dedicated and detail-oriented Orthodontic Financial Assistant to join our team. Responsibilities: * Assisting with various financial duties, such as: Expense billing ...
Quick apply
Orthodontic Financial Coordinator for Consulting Office
Gresham, OR · On-site
$70K/yr
Profit sharing We are seeking a dedicated and detail-oriented Orthodontic Financial Assistant to join our team. Responsibilities: * Assisting with various financial duties, such as: Expense billing ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...
Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...
Sales & Finance Assistant - Lexus of Vancouver
Vancouver, WA · On-site
$23 - $28.50/hr
The Sales & Finance Assistant provides administrative and operational support to the Sales and Finance functions within the dealership. The role is responsible for inventory coordination ...
Sales & Finance Assistant - Lexus of Vancouver
Vancouver, WA · On-site
$23 - $28.50/hr
The Sales & Finance Assistant provides administrative and operational support to the Sales and Finance functions within the dealership. The role is responsible for inventory coordination ...
Sales & Finance Assistant - Lexus of Vancouver
Vancouver, WA · On-site
$23 - $28.50/hr
The Sales & Finance Assistant provides administrative and operational support to the Sales and Finance functions within the dealership. The role is responsible for inventory coordination ...
Sales & Finance Assistant - Lexus of Vancouver
Vancouver, WA · On-site
$23 - $28.50/hr
The Sales & Finance Assistant provides administrative and operational support to the Sales and Finance functions within the dealership. The role is responsible for inventory coordination ...
Financial Service Sales Assistant
$21 - $30/hr
A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients. A ...
Financial Service Sales Assistant
$21 - $30/hr
A Financial Services Sales Assistant provides administrative and operational support for one or more Financial Advisor(s) and serves as a liaison between Financial Advisor(s) and their clients. A ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Analyst
Portland, OR · On-site
$26.50 - $31.25/hr
Interface with employees and clients regarding financial reports, budgets, and other financial matters. * Assist with insurance renewal processes and risk management activities. * Support treasury ...
Financial Analyst
Portland, OR · On-site
$26.50 - $31.25/hr
Interface with employees and clients regarding financial reports, budgets, and other financial matters. * Assist with insurance renewal processes and risk management activities. * Support treasury ...
Financial Analyst
Portland, OR · On-site
Interface with employees and clients regarding financial reports, budgets, and other financial matters. * Assist with insurance renewal processes and risk management activities. * Support treasury ...
Quick apply
Financial Analyst
Portland, OR · On-site
Interface with employees and clients regarding financial reports, budgets, and other financial matters. * Assist with insurance renewal processes and risk management activities. * Support treasury ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Desire to assist clients meet their financial and retirement goals and simultaneously to put forth the efforts necessary to become a top producer in the Financial Services Industry Qualified ...
Financial Counselor
$20 - $26/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Quick apply
Financial Counselor
$20 - $26/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
... - Assist with updating estimates as treatment plans evolve. Outpatient Responsibilities - Capture and validate charges for emergency and same-day outpatient visits - Ensure services performed during ...
... - Assist with updating estimates as treatment plans evolve. Outpatient Responsibilities - Capture and validate charges for emergency and same-day outpatient visits - Ensure services performed during ...
Financial Counselor
Portland, OR · Remote
$20 - $23/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Quick apply
Financial Counselor
Portland, OR · Remote
$20 - $23/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
... - Assist with updating estimates as treatment plans evolve. Outpatient Responsibilities - Capture and validate charges for emergency and same-day outpatient visits - Ensure services performed during ...
... - Assist with updating estimates as treatment plans evolve. Outpatient Responsibilities - Capture and validate charges for emergency and same-day outpatient visits - Ensure services performed during ...
Financial Counselor
Portland, OR · On-site
$20 - $26/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Financial Counselor
Portland, OR · On-site
$20 - $26/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Financial Counselor
Portland, OR · On-site
$20 - $23/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Financial Counselor
Portland, OR · On-site
$20 - $23/hr
Collaborate with the clinical team to communicate accurate financial obligations. * Assist with additional administrative tasks and projects as needed. Position Requirements * Education & Experience:
Financial Assistant information
See Portland, OR salary details
$11.22 - $14.07
1% of jobs
$14.07 - $16.92
8% of jobs
$19.09 is the 25th percentile. Wages below this are outliers.
$16.92 - $19.77
22% of jobs
The median wage is $22.17 / hr.
$19.77 - $22.62
24% of jobs
$22.62 - $25.47
16% of jobs
$26.60 is the 75th percentile. Wages above this are outliers.
$25.47 - $28.32
13% of jobs
$28.32 - $31.17
10% of jobs
$31.17 - $34.02
5% of jobs
$34.02 - $36.87
2% of jobs
$36.87 - $39.72
0% of jobs
$39.72 - $42.57
0% of jobs
$11
$24
$42
How much do financial assistant jobs pay per hour?
What is a financial assistant?
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
What are the key skills and qualifications needed to thrive as a financial assistant, and why are they important?
How does a financial assistant typically collaborate with other departments within an organization?
What is the difference between Financial Assistant vs Bookkeeper?
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.
What do you do as a financial assistant?
What are the most commonly searched types of Financial jobs in Portland, OR?
The most popular types of Financial jobs in Portland, OR are:
What are popular job titles related to Financial Assistant jobs in Portland, OR?
For Financial Assistant jobs in Portland, OR, the most frequently searched job titles are:
What job categories do people searching Financial Assistant jobs in Portland, OR look for?
The top searched job categories for Financial Assistant jobs in Portland, OR are:
What cities near Portland, OR are hiring for Financial Assistant jobs?
Cities near Portland, OR with the most Financial Assistant job openings:

LPL Financial rating
7.2
Based on 73 frontline employees who took The Breakroom Quiz
129th of 151 rated financial services
Job description
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Beaverton, OR would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions. This position will offer:
- The ability to service an existing book of business upon hire
- The ability to build a strong client base with the Bank's exceptional referral system
- Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
- The opportunity to find new clients via the bank's client base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL's combination of tools, technology, and support
- The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the bank's reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client's goals
Whatever your vision of success, we're with you every step of the way.
Requirements:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with BMO Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
***REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BMO Bank.
Tracking # 1-05026674
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989