ZipRecruiter

Log In

1

Financial Planner Jobs in Oregon (NOW HIRING)

Aldrich Wealth LP

Financial Planner

Lake Oswego, OR · Hybrid

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

Salem, OR · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Aldrich

Financial Planner

Lake Oswego, OR · On-site

$80K - $105K/yr

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with ...

Nayya

Financial Planner (US)

OR · Remote

$75K - $101K/yr

Financial Planner, US Overview: The Financial Planning team delivers 1-on-1 advice that helps employees make confident financial decisions across core planning topics and workplace benefits. We're ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all ...

LearnLux

OR · On-site

About LearnLux LearnLux is the leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner professionals.

next page

Showing results 1-20

All JobsFinancial Planner JobsFinancial Planner Jobs in Oregon

Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

How much do financial planner jobs pay per year?

As of Jul 29, 2026, the average yearly pay for financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

Is a CFP better than a CPA?

A Financial Planner with a CFP certification specializes in comprehensive financial planning, including investments, estate planning, and retirement strategies. A CPA focuses on accounting, tax preparation, and auditing. Both credentials serve different roles, and the better choice depends on the specific financial services needed.

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

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

Is $200,000 enough to work with a financial advisor?

A financial planner typically recommends clients have at least $250,000 to $500,000 in investable assets to justify ongoing advisory fees, which often range from 0.5% to 1% annually. With $200,000, a financial advisor can still provide personalized financial planning and investment management, but the scope and fee structure may differ based on the advisor's policies and services offered.

Is being a financial planner a good career?

A financial planner is a professional who helps clients manage their finances, investments, and retirement planning. It can be a rewarding career with opportunities for growth, especially for those with strong interpersonal skills and relevant certifications like the CFP. Job stability and earning potential vary based on experience, location, and client base.

What is a Financial Planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

Does a financial planner make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning between $60,000 and $100,000. Successful financial planners who build a strong client portfolio and obtain certifications like the CFP can earn significantly higher incomes. Compensation often includes commissions, fees, or a combination of both, and the job requires strong interpersonal and analytical skills.

What Are Financial Planners?

A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals. As a financial planner, you meet with your clients for multiple consultation sessions, which are designed to identify a client's current financial situation and determine a realistic goal for which to aim. You then recommend various strategies and practices to help your client make progress towards their goals. Generally, these recommendations revolve around investment strategies, but you may outline budgetary duties as well. Knowledge of current market trends is crucial, as is experience in business or wealth management.

What are some common challenges Financial Planners face when building a client base, and how can these be effectively addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
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 jobs in Oregon? For Financial Planner jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Oregon look for? The top searched job categories for Financial Planner jobs in Oregon are:
What cities in Oregon are hiring for Financial Planner jobs? Cities in Oregon with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in OR? For Financial Planner jobs in OR, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Oregon as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $102,219 per year, or $49.1 per hour.
Financial Planner

Financial Planner

Aldrich Wealth LP

Lake Oswego, OR • Hybrid

$80K - $105K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 26 days ago

Job description

Description

We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients. 

The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success.


Why Aldrich Wealth

Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.

At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.


Check out more about Aldrich at https://wealthadvisors.com/.

Requirements

You'll Get a Chance To

  • Develop customized, comprehensive financial plans designed to help clients achieve their goals. 
  • Work directly with clients to gather information and present financial plans.
  • Build rapport with clients and potential clients with the goal of building a lasting relationship.  
  • Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys. 
  • Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes. 
  • Advance the utilization of the financial planning software(s) and other technologies


What You Bring to the Team

  • Minimum of 3 years of experience in financial planning
  • Bachelor's degree from an accredited college or university
  • Experience with a financial planning software
  • CFP or PFS designation or in the process of obtaining
  • Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
  • Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
  • Excellent analytical, strategic thinking and problem-solving skills.


How We'll Reward You

At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:

  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual salary.


For a full summary of our benefit offerings, check out Life at Aldrich here.
 

What You Should Know

This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 3 days per week. 


To Apply

Submit your resume describing how you meet the minimum qualifications and desired attributes.
 

#LI-HYBRID

Apply