ZipRecruiter

Log In

1

Financial Associate Jobs in Bend, OR (NOW HIRING)

Raymondjames

Financial Planning Associate

Bend, OR

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 ...

Best Best & Krieger LLP

Public Finance Associate

Bend, OR · On-site

$127K - $185K/yr

We have an immediate opening for an attorney with 3-5 years of experience assisting clients with municipal finance matters including service as bond, underwriters and disclosure counsel, in ...

DataAnnotation

M&A Associate

Bend, OR · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool ...

i3D MFG

Financial Analyst

Redmond, OR · On-site

$70K - $80K/yr

The Financial Analyst supports the financial health and strategic decision-making of the organization by delivering accurate, timely financial reporting and analysis to internal business partners.

Integrated 3D

Financial Analyst

Redmond, OR · On-site

$70K - $80K/yr

The Financial Analyst supports the financial health and strategic decision-making of the organization by delivering accurate, timely financial reporting and analysis to internal business partners.

Integrated 3D

Financial Analyst

Redmond, OR

$70K - $80K/yr

The Financial Analyst supports the financial health and strategic decision-making of the organization by delivering accurate, timely financial reporting and analysis to internal business partners.

DataAnnotation

Senior Financial Analyst

Bend, OR · Remote

$40 - $60/hr

We are looking for a Finance Expert to help advance AI development in the finance domain. We're currently expanding into an exciting new area - teaching AI Assistant models to be a more useful tool ...

AAON, Inc.

Accounts Payable Associate I

Redmond, OR · On-site

$21.25 - $27.25/hr

The Accounting Associate I supports the accounting function by accurately processing accounts payable transactions and maintaining complete and organized financial records. This position contributes ...

AAON, Inc.

Accounts Payable Associate I

Redmond, OR · On-site

$21.25 - $27.25/hr

The Accounting Associate I supports the accounting function by accurately processing accounts payable transactions and maintaining complete and organized financial records. This position contributes ...

Mercer Advisors

Tax Associate (Bend, OR)

Bend, OR · Hybrid

$70K - $95K/yr

Join us and help families amplify and simplify their financial lives with confidence. * Mercer ... The Tax Associate is personable, demonstrates superior communication skills, and possesses the ...

Ross Stores

Sales Associate (Part Time)

Bend, OR

$17/hr

Employee Assistance Programs (EAP) provide access to free mental health services, financial ... ABOUT THE POSITION With over 430 retail stores worldwide, our associates are essential to our ...

Blue Compass RV Redmond

RV Sales Associate

Redmond, OR

$50K - $150K/yr

As an RV Sales Associate, you will play a crucial role in helping customers find the perfect ... financing options as needed. * Provide excellent customer service before, during, and after the ...

next page

Showing results 1-20

All JobsFinancial Associate JobsFinancial Associate Jobs in Bend, OR

Financial Associate information

See Bend, OR salary details

$32.2K

$74.2K

$145.6K

How much do financial associate jobs pay per year?

As of Jun 10, 2026, the average yearly pay for financial 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 does a Financial Associate do?

A Financial Associate assists with a range of financial tasks, including preparing financial reports, analyzing data, supporting budgeting processes, and helping manage investments or client portfolios. They often work under the supervision of senior financial professionals and may interact with clients to provide information or support. Financial Associates play a key role in ensuring the accuracy of financial records and supporting the strategic goals of their organization.

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

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 Bend, OR? The most popular types of Financial jobs in Bend, OR are:
What are popular job titles related to Financial Associate jobs in Bend, OR? For Financial Associate jobs in Bend, OR, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Bend, OR look for? The top searched job categories for Financial Associate jobs in Bend, OR are:
What cities near Bend, OR are hiring for Financial Associate jobs? Cities near Bend, OR with the most Financial Associate job openings:
Financial Associate jobs near you

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

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.
#LI-LS1

Apply