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Financial Associate Jobs in Beaverton, OR (NOW HIRING)

Mariner

Associate Wealth Advisor (AWA)

Mcminnville, OR · On-site

$83K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create ... Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...

Robert Half

Financial Reporting Accountant

Portland, OR · On-site

$85K - $95K/yr

... accounting, GAAP financial reporting, audits, and process improvements --all while working ... Associate looking to transition into corporate accounting while gaining experience in a ...

Wacounty

Financial Analyst

Hillsboro, OR · On-site

$90K - $110K/yr

The Financial Analyst supports the District Attorney's Office by performing a wide range of financial, statistical, and budgetary analysis tasks. This role plays a critical part in developing ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Beaverton, OR

Financial Associate information

See Beaverton, OR salary details

$31.7K

$73.2K

$143.6K

How much do financial associate jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial associate in Beaverton, OR is $73,218.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,000.00 and $80,100.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Beaverton, OR? The most popular types of Financial jobs in Beaverton, OR are:
What job categories do people searching Financial Associate jobs in Beaverton, OR look for? The top searched job categories for Financial Associate jobs in Beaverton, OR are:
What cities near Beaverton, OR are hiring for Financial Associate jobs? Cities near Beaverton, OR with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Beaverton, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $73,218 per year, or $35.2 per hour.

Associate Director of Financial Aid for GSEC & LAW

The Chronicle Of Higher Education, Inc.

Portland, OR • On-site

$95 - $130/hr

Other

Posted 4 days ago

Job description

PRIMARY PURPOSE

The Associate Director of Financial Aid for GSEC & LAW within the Office of Financial Aid reports directly to the AVP for Financial Aid. This role is primarily responsible for managing relationships with the Graduate School of Education and Counseling (GSEC) and Lewis & Clark Law School including administrative staff, program directors, and students, reviewing financial aid applications, performing needs analysis, and determining eligibility for various aid programs. The ideal candidate will possess strong analytical skills, a deep understanding of federal and institutional financial aid policies, and the ability to counsel students effectively. To be successful in this position, the individual must excel at managing relationships across campus, managing complex financial aid cases, maintaining compliance with federal regulations, and communicating financial aid information clearly to students from diverse backgrounds.

ESSENTIAL DUTIES Financial Aid Management and Analysis
  • Review financial aid applications for Graduate School of Education and Counseling (GSEC) and Law School students, performing needs analysis to determine eligibility for federal, state, and institutional aid.
  • Recalculate financial aid eligibility based on updated information, ensuring compliance with federal and institutional policies.
  • Use professional judgment to adjust the cost of attendance on a case-by-case basis for students with unique circumstances.
  • Maintain relationships with and regularly connect with GSEC and Law School administrative staff and program directors to ensure aid awarded is aligned with the student program and meets federal compliance requirements.
Award Preparation and Disbursement
  • Prepare and issue financial aid awards for a caseload of GSEC and Law School students, incorporating federal, state, and institutional funding sources.
  • Consult with the Assistant Vice President (AVP) as needed for complex cases and adjustments based on changes in student eligibility.
  • Monitor changes in student eligibility and revise awards accordingly, ensuring compliance with all applicable regulations.
Student Counseling and Communication
  • Counsel students individually and in groups regarding the financial aid process, explaining eligibility, loan repayment strategies, and budgeting.
  • Advise students on financial aid over the course of their academic programs, helping them understand how aid works and how to manage their financial obligations.
  • Support students in navigating complex or confidential financial aid situations, providing clear guidance on documentation requirements and professional judgment requests.
Program and Compliance Management
  • Manage federal and institutional programs, including AmeriCorps, VA/Yellow Ribbon, and consortium agreements, ensuring compliance with relevant regulations.
  • Track, report, and reconcile financial data for designated programs, ensuring all reporting requirements are met.
Verification and Flag Resolution
  • Resolve federal application flags by working with students to gather and verify necessary documentation for awarding federal aid.
  • Perform federally required verification of financial aid applications, reviewing tax documents and other materials to ensure accuracy and compliance.
  • Clear flags and update financial aid data based on verified information, recalculating aid eligibility as necessary.
Other Duties as Assigned Knowledge, skills, abilities, & behaviors
  • Proficient in federal and institutional financial aid policies and procedures, including knowledge of programs such as Federal Direct Loans, VA/Yellow Ribbon, and consortium agreements.
  • Extremely knowledgeable in financial aid systems and software, including Ellucian Colleague, Perceptive Content, Informer, and MS Office (Word, Excel) for data management and reporting.
  • Excellent analytical skills, with the ability to interpret complex financial information and federal regulations to determine aid eligibility.
  • Superior communication skills, both written and verbal, with the ability to convey complex financial aid concepts clearly to diverse audiences.
  • Excellent public speaking and presentation skills for effectively delivering information at events and workshops to large and small groups.
  • Proficient in managing multiple tasks and priorities in a high-volume, fast-paced environment, ensuring deadlines are consistently met.
  • Extremely adept at performing needs analysis and resolving conflicting information or application flags
  • Thorough understanding of institutional and federal policies related to the use of professional judgement including appropriate use cases and documentation.
  • Superior ability to work independently while following established guidelines and ensuring compliance with federal and institutional regulations.
  • Excellent attention to detail, with the ability to identify discrepancies, correct errors, and ensure accuracy in financial aid applications and awards.
  • Commitment to promoting inclusion in the workplace, with the ability to work effectively and compassionately with students and families from diverse backgrounds, ensuring equitable access to financial aid.
  • Extremely responsible and proactive in managing financial aid programs and student counseling, ensuring that all regulatory requirements are met.
  • Superior interpersonal skills, with a collaborative approach to working with colleagues including deans, directors, and faculty at the GSEC and Law schools, students, and external stakeholders to achieve common goals.
  • Excellent problem-solving and decision-making abilities, particularly in complex or sensitive situations requiring professional judgment.
Required Education / Experience
  • Bachelor's Degree from an accredited institution.
  • 2 years of experience working in a financial aid office, managing a caseload of students and programmatic responsibilities, and/or coordinating aspects of the financial aid process.
  • Advanced experience with Microsoft Office (Word and Excel) and Google Docs for reporting and data analysis.
  • Proficient experience with software systems such as Ellucian Colleague, Perceptive Content, and Informer.
  • Experience working with federal, state, and institutional financial aid programs and understanding of compliance regulations.
Preferred Education / Experience
  • 5 years of experience working in a financial aid office with responsibility for managing a caseload of students and programmatic responsibilities.
  • Experience with Ellucian Colleague and Perceptive Content (Image Now).
  • Completion of financial aid-related certifications (e.g., NASFAA or other industry-specific credentials) is preferred
  • Spanish language reading, writing, and speaking skills.
Work Schedule
  • Full Time
  • 37.5 hours/week
  • Benefits Eligible: Yes
  • Travel: Occasional travel to training workshops and/or conferences
  • Hybrid/Remote possible depending on the needs of the office
Pay Rate
  • FLSA Status: Exempt
  • Depending on Experience
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