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Financial Associate Jobs in Tigard, OR (NOW HIRING)

Fisher Investments

Financial Counselor

Camas, WA · On-site

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 ...

Fisher Investments

Financial Counselor

Vancouver, WA · On-site

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 ...

Bank of America

Financial Center Manager

Portland, OR · On-site

... associates. At Bank of America, all managers at this level demonstrate the following ... Financial Steward: Actively manage expenses and budgets in alignment with objectives, making sound ...

Netclaim

Senior Financial Analyst

Lake Oswego, OR · On-site

$86 - $105/hr

Our Senior Financial Analyst is a core member of a tight-knit FP&A team, reporting to the Associate Manager, FP&A with direct exposure to the VP of FP&A and CFO on board materials, operating reviews ...

Orion Steel Group LLC

Financial Analyst

Portland, OR · On-site

Provide financial recommendations to operations management * Accurately compile and complete forecasts and annual operating plans utilizing Hyperion Enterprise Planning and Budgeting Cloud Service ...

Orion Steel Group LLC

Financial Analyst

Portland, OR · Hybrid

Provide financial recommendations to operations management * Accurately compile and complete forecasts and annual operating plans utilizing Hyperion Enterprise Planning and Budgeting Cloud Service ...

Trimble

Financial Analyst

Lake Oswego, OR

$78K - $107K/yr

Are you ready to be the financial force behind a dynamic, fast-growing 1.48B ARR business segment? Join Trimble's Customer FP&A team to directly partner with global customer leadership, leverage ...

Wacounty

Financial Analyst

Hillsboro, OR · On-site

$90K - $110K/yr

The Financial Analyst helps prepare the Capital Project Services Division'soperatingandcapitalfunds'annual budgets, supervises the accounts payable, accounts receivable, and contractingfunction for ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Tigard, OR

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 22, 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:

Financial Associate jobs near you
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.

Financial Counselor

Fisher Investments

Camas, WA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 26 days ago

Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

Job description

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe.

The Opportunity:

As an International Investment Counselor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Camas, WA.

The Day-to-Day:

As an International Investment Counselor, you are the central voice of Fisher Investments Canada, working from the United States. You will:

  • Work with our Canadian clients to build a trusting and professional relationship
  • Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
  • Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
  • Rely on our sales team to gradually build your roster of high-net-worth clients within the first year

Qualifications:

  • CFA (passed any level) and Series 65 (we will help you obtain upon starting)
  • 4+ years of experience with portfolio management and client relationship building
  • Bachelor's degree
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $90,000 - $140,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience
  • Eligible for discretionary bonus based on firm and individual performance

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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