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Financial Planner Trainee Jobs in Oregon (NOW HIRING)

... from planning and development through recapitalization or disposition. Highgate continues to ... Meet all financial review dates and corporate directed programs in a timely fashion. * Hold a ...

... from planning and development through recapitalization or disposition. Highgate continues to ... Meet all financial review dates and corporate directed programs in a timely fashion. * Hold a ...

... from planning and development through recapitalization or disposition. Highgate continues to ... Meet all financial review dates and corporate directed programs in a timely fashion. * Hold a ...

Showing results 41-55

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 Aug 9, 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 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 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 most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner 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, 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 $93,447 per year, or $44.9 per hour.

$20.18/hr

Full-time

Medical, Dental, Life, Retirement

Re-posted 26 days ago


Job description

Title: Forklift Operator TraineeLocation: Boardman, ORJob Requisition ID: Req-260082Time Type: Full timeAbout Lamb WestonYou've probably enjoyed our fries without even knowing it! As a leading manufacturer in our industry, and public Fortune 500 company, we inspire and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants, and households in over 100 countries around the world.A highly innovative global corporation with a start-up mindset, we empower every individual to make a genuine difference. You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together.If you have a strong drive for results, a desire to help us bring the world together through our fries, and are ready for a fresh challenge, we want to hear from you.Job Description SummaryReceives, stores, and distributes products within the facility by operating a forklift.Job DescriptionRead production schedule, customer order, work order to determine items to be staged, gathered, or distributed.Move materials and items from receiving or production areas to storage or to other designated areasRecord amounts of materials or items received or distributedCount items for distributionDrive forklift to transport items from warehouse to production line and from production line to warehouseHelp maintain inventory records by making sure transfers and changes are recorded accuratelyAccurately record paperwork for production and reconciling purposes.Maintain a constant flow of product to the lines by delivering bulk product timely.Actively engage in safety, participate in safety programs, safety activities, and demonstrate ownership as well as leadership in personal safety of other team members.Report all incidents, near misses, and any safety concerns.Other duties may be assignedBasic & Preferred QualificationsSkills and Experience: 1 year forklift experience preferredAbility to add, sub-tract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.Read, understand, and obey all plant rules and practice safety as outlined in the employee handbook.Manage multiple tasks simultaneously.Valid Driver's License and driving record that meets Lamb Weston Driving StandardsIndustry-Competitive BenefitsCoupled with our compensation and bonus incentive programs, our benefits deliver rewards that are market competitive. Some of the most attractive elements of our benefit programs include:Health Insurance Benefits - Medical, Dental, VisionFlexible Spending Accounts for Health and Dependent Care, and Health Reimbursement AccountsWell-being programs including companywide events and a wellness incentive programPaid Time OffFinancial Wellness - Industry leading 401(k) plan with generous company contributions, Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and Accident insuranceFamily-Friendly Employee eventsEmployee Assistance Program services - mental health and other concierge type servicesBenefits may vary based on location, job role/level, job status, and/or the terms of any applicable collective bargaining agreements.Anticipated Close DateThe anticipated close date is a good faith estimate for when this job will be closed. Some jobs may be unposted or filled earlier or later than the Anticipated Close Date depending on interview processes and business needs.Anticipated Close Date: 03/21/2026Pay TransparencyIn compliance with applicable state and local laws, Lamb Weston has opted to include a reasonable estimate of the compensation for this role. This compensation is specific to this position and takes into account a number of variables. Actual compensation may be higher or lower in the range based on various factors, including, but not limited to a candidate's work location, job duties, experience and expertise. A reasonable hourly estimate for this role is listed below.Pay Rate or Range: $20.18Equal Opportunity EmployerLamb Weston is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status or any other protected factor under federal, state or local law