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Financial Planner Jobs in Remote, OR (NOW HIRING)

AbbVie

Senior Manager, Finance Planning Systems (SAC)

OR · Remote

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience in architecting, building, and supporting financial planning applications. * Experience with administration and/or implementation of SAP BPC required. * Strong Analytical and technical ...

AbbVie

Senior Manager, Finance Planning Systems (SAC)

OR · On-site +1

$124K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience in architecting, building, and supporting financial planning applications. * Experience with administration and/or implementation of SAP BPC required. * Strong Analytical and technical ...

ADAPT, Inc.

Chief Financial Officer

Roseburg, OR · On-site

$180 - $240/hr

This position is responsible not only for strategic financial planning, but also for ensuring disciplined execution, internal controls, and accurate, timely financial reporting. The CFO is expected ...

Wells Fargo

Associate Financial Advisor

Coos Bay, OR · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Veeco Instruments, Inc.

Operations Finance Manager

OR · On-site +1

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Advanced analytical and financial modeling capabilities (Excel required) Knowledge, Skills & Abilities: * ERP experience required; SAP experience a plus * Strong understanding of US GAAP and ...

Veeco Instruments, Inc.

Operations Finance Manager

OR · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Advanced analytical and financial modeling capabilities (Excel required) Knowledge, Skills & Abilities: * ERP experience required; SAP experience a plus * Strong understanding of US GAAP and ...

Lumen Technologies

Senior Data Scientist

OR · Remote

$84K - $112K/yr

  • Medical

  • Life

Partner across Finance, FP&A, Data Science, and IT to turn business needs into practical solutions and actionable insights. * Contribute to high-impact initiatives that advance how data and AI are ...

Arista Networks

Internal Audit Intern - Accounting & Finance

OR · Remote

$18.25 - $23.75/hr

Support financial and operational audit engagements, including planning, testing, and documentation * Assist in evaluating the design and operating effectiveness of internal controls over financial ...

Arista Networks

Internal Audit Intern - Accounting & Finance

OR · On-site +1

$16.75 - $21.75/hr

Support financial and operational audit engagements, including planning, testing, and documentation * Assist in evaluating the design and operating effectiveness of internal controls over financial ...

InsuraTec

Sales Representative (Remote)

Roseburg, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Coos Bay, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Remote, OR

Financial Planner information

See Remote, OR salary details

$50.5K

$96.6K

$139.4K

How much do financial planner jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial planner in Remote, OR is $96,586.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,900.00 and $101,900.00 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

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Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Remote, OR as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, and 3% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $96,586 per year, or $46.4 per hour.

Junior Financial Analyst

Star Step Performance Coatings

Myrtle Point, OR • On-site

Full-time

Posted 20 days ago

Job description

Junior Financial AnalystLocation: Chicagoland Area, Must be Located near the Chicagoland Area (Onsite with Hybrid Flexibility AFTER 90 Days) Employment Type: Full-Time Industry: Performance Coatings, Architectural Paints, OEM Coatings, Powder Coatings Ownership Structure: Private Equity Sponsored Company Revenue: Approximately $70 MillionPosition OverviewWe are seeking a motivated and analytical Junior Financial Analyst to support financial planning, reporting, and operational analysis across a growing performance coatings platform. This role offers an excellent opportunity to gain hands-on experience in manufacturing finance, business operations, and private equity-backed environments while working closely with senior leadership and the business controllers.The ideal candidate will possess strong analytical skills, attention to detail, and a desire to learn financial modeling, budgeting, forecasting, and business performance analysis within an industrial manufacturing setting. This position will support key decision-making processes by providing accurate financial insights and reporting.Key ResponsibilitiesAssist with monthly, quarterly, and annual financial reporting processes.Support budgeting, forecasting, and long-range planning activities.Analyze financial results and identify significant variances from budget and forecast.Prepare financial dashboards, KPI reports, and management presentations.Monitor revenue, costs, gross margins, and profitability trends across product lines.Assist with inventory, working capital, and cash flow analysis.Support manufacturing and operational teams with financial performance reporting.Conduct ad hoc financial analyses to support strategic and operational decision-making.Maintain and improve financial models used for forecasting and business planning.Assist with data collection and reporting for lenders, investors, and management teams.Support pricing, margin, and cost analysis initiatives.Participate in special projects, including acquisition analysis and integration support as needed.QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related field.0-3 years of experience in financial analysis, accounting, corporate finance, or related roles.Strong proficiency in Microsoft Excel and financial modeling.Excellent analytical, organizational, and problem-solving skills.Strong attention to detail and accuracy.Ability to manage multiple priorities in a fast-paced environment.Strong written and verbal communication skills.Preferred QualificationsInternship or experience within manufacturing, industrial products, chemicals, coatings, or related industries.Experience with ERP systems and financial reporting tools.Knowledge of budgeting, forecasting, and financial statement analysis.Familiarity with Power BI, Tableau, or other business intelligence platforms.Progress toward CPA, CMA, CFA, or MBA credentials is a plus.Critical Success FactorsStrong analytical and quantitative aptitude.Curiosity and willingness to learn complex business operations.Ability to translate data into actionable insights.High level of professionalism and accountability.Collaborative mindset and ability to work cross-functionally.Strong Excel and financial reporting capabilities.Initial Priorities (First 90 Days)Learn company operations, products, and key financial drivers.Support monthly reporting and variance analysis processes.Assist in maintaining budgeting and forecasting models.Develop familiarity with manufacturing cost structures and KPIs.Build relationships with finance, operations, and commercial teams.Contribute to profitability, inventory, and working capital analyses.Improve reporting efficiency through data organization and process enhancements.Why Join Us?This role offers exceptional exposure to senior leadership, private equity ownership, and the financial operations of a leading manufacturing business. The successful candidate will gain valuable experience in financial planning and analysis, operational finance, and strategic business decision-making while building a strong foundation for future career growth within finance and corporate leadership.