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Financial Associate Jobs in Tigard, OR (NOW HIRING)

Strategic Financial Analyst

Portland, OR ยท Remote

$35 - $38/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Analyst (Contract) Location: Remote (Must reside in Oregon, Washington, Idaho, Utah, or ... In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other ...

New

Client Financial Coordinator

Clackamas, OR ยท On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Coordinator Position Summary The Financial Coordinator plays a critical role in ensuring ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Associate Wealth Advisor (AWA)

Mcminnville, OR ยท 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 ...

Client Financial Coordinator

Clackamas, OR ยท On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Coordinator Position Summary The Financial Coordinator plays a critical role in ensuring ... If you are a current associate, you need to apply through our internal career site. Please log into ...

Financial Analyst

Hillsboro, OR ยท On-site

$90K - $110K/yr

An Associate's Degree in finance, accounting, economics, statistics, or a related field; AND four (4) years of progressively responsible professional experience performing budgetary or financial ...

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 ...

Financial Counselor

Vancouver, WA ยท Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Financial Consultant

Vancouver, WA ยท Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Financial Consultant

Camas, WA ยท Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Financial Counselor

Gresham, OR ยท Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Now is your opportunity to use your finance experience to better the investment universe. The ... associates, and renowned sales team to give our clients the best service possible. With our ...

Showing results 21-40

Financial Associate information

See Tigard, OR salary details

$32.2K

$74.4K

$145.9K

How much do financial associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial associate in Tigard, OR is $74,379.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,800.00 and $81,400.00 per year, depending on experience, location, and employer.

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Tigard, OR?

The most popular types of Financial jobs in Tigard, OR are:

What job categories do people searching Financial Associate jobs in Tigard, OR look for?

The top searched job categories for Financial Associate jobs in Tigard, OR are:

What cities near Tigard, OR are hiring for Financial Associate jobs?

Cities near Tigard, OR with the most Financial Associate job openings:

Infographic showing various Financial Associate job openings in Tigard, OR as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, 1% Temporary, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $74,379 per year, or $35.8 per hour.

Orthodontic Financial Coordinator for Consulting Office

Peniche & Associates

Gresham, OR โ€ข On-site

$70K/yr

Full-time

Retirement, PTO

Re-posted 25 days ago


Job description

Benefits:
  • Paid Holidays
  • FSA
  • 401(k)
  • 401(k) matching
  • Paid time off
  • 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, accounts receivable, entering contracts
  • Running monthly EOM reports Basic office duties such as proofing, printing, faxing, photocopying
  • Answer phones, direct calls, take messages and distribute accordingly with excellent telephone etiquette and amazing customer service
  • Assisting President, Portland staff and consultants as requested
  • Client support & relations
  • Extensive use of the Microsoft Office Suite, Ortho 2 Edge, Adobe, Google, Gmail and Google Suite among other programs
  • Document and report to Peniche and Associates management concerning their work with clients, and serve as a resource for client questions
  • Attending Peniche team meetings and conference calls, in which they will share information, insights, and new approaches developed while working with clients
  • Attend and provide support, including logistics, for Lectures, Seminars, Workshops, Study Clubs, Society Meetings and Component Meetings
  • Manage projects as assigned to ensure timely completion
An Orthodontic/Dental Financial Coordinating background is required.