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Financial Planner Trainee Jobs in Oregon (NOW HIRING)

Farmers Insurance- District 7324

Be Seen First

Insurance Sales Manager Trainee

Hillsboro, OR · On-site

$45K - $60K/yr (+ commission)

Agency Manager Trainee | Farmers Insurance - District 24 Insurance Sales with Career Path to ... Learn every aspect of running an agency from financial planning and staffing, to marketing ...

Farmers Insurance- District 7324

Be Seen First

Insurance Sales Manager Trainee

Mcminnville, OR · On-site

$40K - $60K/yr (+ commission)

Agency Manager Trainee | Larissa DeHart Agency - Farmers Insurance - District 24 Insurance Sales ... Learn every aspect of running an agency from financial planning and staffing, to marketing ...

Farmers Insurance- District 7324

Be Seen First

Insurance Sales Manager Trainee

Hillsboro, OR · On-site

$45K - $60K/yr (+ commission)

Agency Manager Trainee | Farmers Insurance - District 24 Insurance Sales with Career Path to ... Learn every aspect of running an agency from financial planning and staffing, to marketing ...

Lamb Weston

Manifestor Trainee

Boardman, OR · On-site

Title: Manifestor Trainee Location: Boardman, OR Job Requisition ID: Req-271559 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston, Inc.

Manifestor Trainee

Boardman, OR · On-site

Title: Manifestor Trainee Location: Boardman, OR Job Requisition ID: Req-271559 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Manifestor Trainee

Boardman, OR · On-site

Title: Manifestor Trainee Location: Boardman, OR Job Requisition ID: Req-271559 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lambweston

Manifestor Trainee

Boardman, OR · On-site

Title: Manifestor Trainee Location: Boardman, OR Job Requisition ID: Req-271559 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Manifestor Trainee

Boardman, OR · On-site

... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ... Manifestor Trainee Company Profile: Lamb Weston is a leading supplier of frozen potato, sweet ...

J.B. Hunt Transport Services, Inc.

$16.75 - $18.75/hr

... ensure the accurate planning, routing, monitoring, and delivery of freight and loads. Key ... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ...

New

Lamb Weston

Processing Operator Trainee

Boardman, OR · On-site

... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ... Processing Operator Trainee Company Profile: Lamb Weston is a leading supplier of frozen potato ...

Lamb Weston

Processing Operator Trainee

Boardman, OR · On-site

$18.50 - $23.50/hr

Processing Operator Trainee Location: Boardman, OR Job Requisition ID: Req-271640 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Processing Operator Trainee

Boardman, OR · On-site

$18.50 - $23.50/hr

Processing Operator Trainee Location: Boardman, OR Job Requisition ID: Req-271640 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston, Inc.

Processing Operator Trainee

Boardman, OR · On-site

$18.50 - $23.50/hr

Processing Operator Trainee Location: Boardman, OR Job Requisition ID: Req-271640 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lambweston

Processing Operator Trainee

Boardman, OR

$18.50 - $23.50/hr

Processing Operator Trainee Location: Boardman, OR Job Requisition ID: Req-271640 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lambweston

Laborer Heavy Trainee

Boardman, OR · On-site

$18.73/hr

Title: Laborer Heavy Trainee Location: Boardman, OR Job Requisition ID: Req-271381 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Laborer Heavy Trainee

Boardman, OR · On-site

$18.73/hr

Title: Laborer Heavy Trainee Location: Boardman, OR Job Requisition ID: Req-271381 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Laborer Heavy Trainee

Boardman, OR · On-site

$18.73/hr

Title: Laborer Heavy Trainee Location: Boardman, OR Job Requisition ID: Req-271381 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston, Inc.

Laborer Heavy Trainee

Boardman, OR · On-site

$18.73/hr

Title: Laborer Heavy Trainee Location: Boardman, OR Job Requisition ID: Req-271381 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

Lamb Weston

Process Quality Tech Trainee

Boardman, OR · On-site

Process Quality Tech Trainee Location: Boardman, OR Job Requisition ID: Req-271580 Time Type ... Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and ...

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Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Trainee JobsFinancial Planner Trainee Jobs in Oregon

Financial Planner Trainee information

See Oregon salary details

$36K

$93.4K

$147.6K

How much do financial planner trainee jobs pay per year?

As of Sep 15, 2026, the average yearly pay for financial planner trainee in Oregon is $93,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,400.00 and $105,300.00 per year, depending on experience, location, and employer.

What is a financial planner trainee?

Financial Planner Trainees are entry-level professionals who assist experienced financial planners and advisors in helping clients manage their finances, investments, and long-term financial goals. They typically undergo training programs to learn about financial products, client relationship management, and regulatory requirements. Their responsibilities may include conducting research, preparing financial plans, and supporting client meetings. Over time, trainees gain the experience and certifications needed to become licensed financial planners or advisors themselves.

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

To thrive as a Financial Planner Trainee, you need a solid grasp of financial principles, analytical skills, and a relevant degree in finance, accounting, or a related field. Familiarity with financial planning software (like eMoney Advisor or MoneyGuidePro), CRM systems, and pursuing certifications such as CFP® are highly valued. Outstanding interpersonal, communication, and active listening skills help build trust and understand clients’ needs. These skills and qualities are crucial for delivering tailored financial advice, fostering client relationships, and building a successful planning practice.

What are some common challenges financial planner trainees face during their first year, and how can they overcome them?

Financial Planner Trainees often encounter challenges such as building a client base from scratch, mastering a wide range of financial products, and staying current with regulatory requirements. To overcome these obstacles, successful trainees frequently leverage mentorship programs, participate in ongoing training, and actively seek networking opportunities within and outside their organization. Open communication with experienced team members and a proactive approach to professional development can significantly ease the transition and set the foundation for long-term growth in the field.

What is the difference between Financial Planner Trainee vs Financial Advisor?

AspectFinancial Planner TraineeFinancial Advisor
CertificationsOften pursuing certifications like CFP or similarTypically holds CFP, Series 7, or other licenses
Work EnvironmentEntry-level, training-focused roles in financial firmsClient-facing, providing financial advice and planning
Employer & Industry UsageUsed in firms training future plannersUsed across banks, independent firms, and financial institutions

The main difference is that a Financial Planner Trainee is an entry-level role focused on training and gaining experience, often working towards certifications like CFP. A Financial Advisor is a more experienced professional who provides direct financial advice to clients, often holding relevant licenses and certifications. The trainee role is a stepping stone toward becoming a fully licensed Financial Advisor.

What are the most commonly searched types of Financial Planner jobs in Oregon?

The most popular types of Financial Planner jobs in Oregon are:

What are popular job titles related to Financial Planner Trainee jobs in Oregon?

For Financial Planner Trainee jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Financial Planner Trainee jobs in Oregon look for?

The top searched job categories for Financial Planner Trainee jobs in Oregon are:

Infographic showing various Financial Planner Trainee job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $93,447 per year, or $44.9 per hour.

Insurance Sales Manager Trainee

Hillsboro, OR • On-site

Farmers Insurance- District 7324
Insurance Services • 51 - 200 employees
Learn more about Farmers Insurance- District 7324external

$45K - $60K/yr (+ commission)

Full-time

Medical, Dental, Vision, PTO

Posted 17 days ago

Be Seen First

After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Key responsibilities

  • Sell core insurance products including Auto, Home, Renters, Business and Life to new clients.

  • Handle warm inbound inquiries and referrals to develop new business opportunities.

  • Learn and understand all aspects of running an agency, including financial planning, staffing, marketing, and compliance.

Job description

Agency Manager Trainee | Farmers Insurance - District 24

Insurance Sales with Career Path to leading your agency

We believe the best sales professionals deserve more than just commissions and quotas they deserve a future. This Agent In Training position is designed for driven, competitive individuals who want to master insurance sales while preparing for the next step: leading their very own Farmers Insurance agency.

From day one, you'll step into a high-impact sales role as a licensed (or soon-to-be P&C licensed). You'll work with warm, qualified leads, consult with clients on their protection needs, and deliver tailored solutions that provide real peace of mind. Alongside your sales success, you'll receive hands-on mentorship from a mentor Agent, learning the full scope of running an agency from recruiting and training staff, to financial planning, marketing strategies, and long-term growth management.

This isn't just another sales job its the start of a career path designed to help you transition from top producer to your own agency.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Weekends Off

Pathway to Leadership

What Were Looking For:

  • Proven Sales Ability: Experience in sales, customer service, or business development preferred -insurance, banking or real estate background a plus.
  • Ambitious & Competitive Mindset: Thrives on goals, performance, and challenges.
  • Coachability: Open to feedback, training, and new systems that accelerate growth.
  • Licensing Requirements: Must hold, or be willing to quickly obtain, Property & Casualty license (Life & Health a plus ).
  • Leadership Potential: Desire to grow into a management/leadership role, not just stay in a producer seat.

What You'll Do:

  • Drive New Business Production: Sell core insurance products including Auto, Home, Renters, Business and Life.
  • Work High-Intent Leads: Handle warm inbound inquiries and referrals no door knocking or random cold calls.
  • Consultative Selling: Identify client needs, educate them on coverage options, and deliver customized solutions that provide lasting value.
  • Cross-Sell Opportunities: Leverage existing policies to expand into multi-line coverage, increasing retention and profitability.
  • Operational Training: Learn every aspect of running an agency from financial planning and staffing, to marketing, compliance, and business strategy.
  • Client Relationship Management: Build strong, lasting relationships through regular policy reviews, proactive communication, and outstanding service.

Company Description

Our district is about having a big heart and a whole lot of hustle. We believe that no one wins alone. If you're looking to be part of a leading group that encourages involvement, sharing, community-focused work, open-minded attitudes towards trying new things, and doing the extra to get ahead, this may be the place for you. Our everyday purpose is to help agency owners succeed. We do it by knowing our people. We also make sure that we are always accessible, stay well-informed, provide consistent training, distribute best practices, know the numbers, celebrate success, support tough times, and inspire confidence.