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Financial Planner Jobs in Bend, OR (NOW HIRING)

MassMutual Oregon

Financial Planner

Bend, OR · On-site

$60 - $120/hr

We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions -- we take the time to truly understand their families, priorities, and ...

MassMutual Oregon

Financial Planner

Bend, OR · Remote

$50K - $5M/yr

We believe financial planning is deeply personal. That's why we don't treat people like account numbers or transactions -- we take the time to truly understand their families, priorities, and ...

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 ...

Raymondjames

Financial Planning Associate

Bend, OR · On-site

As we evolve, we are seeking a Financial Planning Associate who shares our vision and values. The ideal candidate has a strong work ethic, is a team player, and enjoys serving both our clients and ...

Northwestern Mutual

Financial Advisor

Bend, OR · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Bend, OR

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

MonteVista Homes

Chief Financial Officer

Bend, OR · On-site

This role owns all financial planning, land development pro formas, cash forecasting (including ESOP projections), capital strategy, and financial decision support, while providing leadership and ...

MonteVista Homes

Chief Financial Officer

Bend, OR · On-site

$180K/yr

This role owns all financial planning, land development pro formas, cash forecasting (including ESOP projections), capital strategy, and financial decision support, while providing leadership and ...

Trueline

CFO

Bend, OR

$220K - $250K/yr

Financial Planning & Analysis * Own annual budgeting, forecasting, and long-term financial modeling processes. * Develop and maintain sophisticated financial models supporting strategic decision ...

MonteVista Homes

Chief Financial Officer (Bend)

Bend, OR · On-site

$180K/yr

This role owns all financial planning, land development pro formas, cash forecasting (including ESOP projections), capital strategy, and financial decision support, while providing leadership and ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Bend, OR

Financial Planner information

See Bend, OR salary details

$53.3K

$102K

$147.2K

How much do financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planner in Bend, OR is $101,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,200.00 and $107,600.00 per year, depending on experience, location, and employer.

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.

What skills and qualifications are needed to be a financial planner?

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 challenges do financial planners face when building a client base, and how can they be 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.

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.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

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

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

What are popular job titles related to Financial Planner jobs in Bend, OR?

For Financial Planner jobs in Bend, OR, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Bend, OR look for?

The top searched job categories for Financial Planner jobs in Bend, OR are:

What cities near Bend, OR are hiring for Financial Planner jobs?

Cities near Bend, OR with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Bend, OR as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $101,998 per year, or $49 per hour.

Financial Planner

MassMutual Oregon

Bend, OR • On-site

$60 - $120/hr

Other

Posted 27 days ago

Key responsibilities

  • Build and maintain long-term relationships with clients by understanding their families, priorities, and aspirations.

  • Provide personalized financial solutions and strategies tailored to each client's goals and values.

  • Support clients through ongoing financial planning, ensuring they feel supported both financially and personally.

Job description

About MassMutual Oregon

MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.

We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.

We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.

Who We’re Looking For

We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and in Bend Oregon communities.

The Ideal Candidate Is

  • Relationship‑focused and client‑centered
  • Accountable and self‑driven
  • Coachable and growth‑oriented
  • Professionally polished
  • Experienced in leadership, networking, education, customer service, or other client‑facing roles
  • Passionate about helping others succeed financially

You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.

Why Become a Financial Advisor Now?

There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.

At the same time, MassMutual Oregon is expanding and investing heavily in:

  • Mentorship & coaching
  • Professional development
  • Licensing support
  • Business planning guidance
  • Marketing resources
  • Office infrastructure
  • A collaborative, mission‑driven team environment

You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.

What We Provide

  • Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
  • Comprehensive training and mentorship
  • Business planning and practice‑building guidance
  • Marketing and branding resources
  • Office space, technology, and operational support
  • Hybrid opportunities for Experienced Advisors
  • A collaborative team culture focused on growth and service
  • The strength and credibility of MassMutual, a Fortune 100 company

This Career Is Ideal For You If

  • You enjoy helping people
  • Want to build long‑term relationships
  • Seek autonomy and entrepreneurial growth
  • Desire a career with purpose and impact
  • Are motivated by personal and professional development
  • Want to create long‑term financial stability for themselves and their clients
  • Experienced Financial Advisors

Join Us

If you are ready to build a meaningful career, make a lasting impact, and grow with a firm that is transforming financial services in Oregon, we’d love to meet you.

MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.

Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.

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