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Financial Planner Jobs in Remote, OR (NOW HIRING)

AbbVie

Senior Manager, Finance Planning Systems (SAC)

OR · On-site +1

$124K/yr

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

Wells Fargo

Associate Financial Advisor

Coos Bay, OR

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 ...

Posted today

Lumen Technologies

Project Manager and Planner

OR · Remote

$84K - $112K/yr

The Project Manager/Planner III will be responsible for leading internal deployments and external ... Collaborates with the Project Controls and Finance teams to track costs against the project budget ...

BOK Financial

Business Initiative Consultant II

OR · Remote

$75K - $100K/yr

... Finance, Management, Project Management, Implementation, or Strategic Planning Working Conditions & Physical Requirements Office BOK Financial Corporation Group is a stable and financially strong ...

Lumen Technologies

Planning Engineer II

OR · Remote

$66K - $88K/yr

The Role The Planning Engineer II applies approved technologies and architectures to specific ... Experience in an engineering role that included a substantial business/financial focus Compensation ...

Lumen Technologies

Principal ERP Architect

OR · Remote

$152K - $202K/yr

The Role The Finance Core / Integration Architect is responsible for the overall integrity ... This position is critical to maintaining a single source of truth for financial data across the ERP ...

Veeco Instruments, Inc.

Operations Finance Manager

OR · On-site

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

TeemaGroup

Plant Controller

Coquille, OR · On-site

$93K - $125K/yr

Support financial planning for capital expenditures. * Model core company values. What you must have: * BS or BA degree in Accounting. * Minimum of three years of accounting experience. * Proficient ...

Lumen Technologies

Senior Data Scientist

OR · Remote

$84K - $112K/yr

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 ...

Simplicity Group Holdings

Associate, Internal Partner

OR · Remote

$23.50 - $25/hr

... financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life ...

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 ...

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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 Jul 29, 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.

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 popular job titles related to Financial Planner jobs in Remote, OR? For Financial Planner jobs in Remote, OR, the most frequently searched job titles are:
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What cities near Remote, OR are hiring for Financial Planner jobs? Cities near Remote, OR with the most Financial Planner job openings:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Remote, OR as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $96,586 per year, or $46.4 per hour.

Senior Manager, Finance Planning Systems (SAC)

AbbVie

OR • On-site, Remote

$124K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 29 days ago

AbbVie rating

8.7

Company rating: 8.7 out of 10

Based on 100 frontline employees who took The Breakroom Quiz

14th of 86 rated pharmaceutical

Job description

Company Description
About AbbVie
AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on LinkedIn, Facebook, Instagram, X and YouTube.
Job Description
Responsibilities
  • Partner with the Commercial finance planning teams to facilitate continuous improvement efforts towards the planning, forecasting and long-range plan.
  • Partner with project team and supervise consultants with commercial requirements gathering, technical design, development, User acceptance testing, and cutover of an enterprise planning solution.
  • Take responsibility of root cause analysis and process improvement. Requires strong understanding of the Commercial Operations planning and consolidation process as well as requirements for management reporting.
  • Design, develop and troubleshoot load rules, Business Rules, and Calculation Scripts.
  • Continuously and proactively improve the environment to enrich experience by contributing to training documentation and support for end users.
  • Develop, maintain, and improve documentation on key business processes and procedures in compliance with Internal control policies
  • Promote and develop automation of processes with current and future application flows. Send downstream system monthly corporate adjustment files for tie to final monthly, quarterly consolidation.
  • Facilitate integration of SAP SAC planning, including sourcing actuals, reconciling and data analytics.
  • Partner with BTS to install technical patches, upgrades, and system/application migrations.
  • Responsible for Leadership communication and updating to Steering committee on monthly basis.
  • Act as the SAC subject matter expert for the entire organization by recommending and seeking out fellow SAC SMEs for common resolutions and best-practice recommendations across the enterprise.

Qualifications
  • Bachelor's degree in computer science, Finance, or Accounting preferred.
  • Strong expertise in commercial finance for a large pharmaceutical company is required.
  • Expected to work in virtual Pacific Time zone.
  • Experience in architecting, building, and supporting financial planning applications.
  • Experience with administration and/or implementation of SAP BPC required.
  • Strong Analytical and technical skills to continuously improve processes.
  • Understanding /Acumen of Finance with strong knowledge in planning, forecasting, accounting close process.
  • Excellent communication skills, both verbal and written
  • Ability to communicate and collaborate with all levels
  • Ability to understand the needs of the various business teams to appropriately plan for growth and change
  • Excellent problem-solving skills, including innovative and creative solutions
  • Ability to work independently and be goal oriented, as well as work as part of a team
  • Ability to work effectively under pressure to meet deadlines
  • Team player with excellent interpersonal and communication skills.

Additional Information
Applicable only to applicants applying to a position in any location with pay disclosure requirements under state or local law:
  • The compensation range described below is the range of possible base pay compensation that the Company believes in good faith it will pay for this role at the time of this posting based on the job grade for this position. Individual compensation paid within this range will depend on many factors including geographic location, and we may ultimately pay more or less than the posted range. This range may be modified in the future.
  • We offer a comprehensive package of benefits including paid time off (vacation, holidays, sick), medical/dental/vision insurance and 401(k) to eligible employees.
  • This job is eligible to participate in our long-term incentive programs.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, incentive, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole and absolute discretion unless and until paid and may be modified at the Company's sole and absolute discretion, consistent with applicable law.
AbbVie is an equal opportunity employer and is committed to operating with integrity, driving innovation, transforming lives and serving our community. Equal Opportunity Employer/Veterans/Disabled.
US & Puerto Rico only - to learn more, visit https://www.abbvie.com/join-us/equal-employment-opportunity-employer.html
US & Puerto Rico applicants seeking a reasonable accommodation, click here to learn more:
https://www.abbvie.com/join-us/reasonable-accommodations.html

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About AbbVie

Sourced by ZipRecruiter

AbbVie's mission is to discover and deliver innovative medicines that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives across several key therapeutic areas: immunology, oncology, neuroscience, eye care, virology, women's health, and gastroenterology, in addition to products and services across its Allergan Aesthetics portfolio. For more information about AbbVie, please visit us at www.abbvie.com. Follow @abbvie on Twitter, Facebook, Instagram, YouTube, and LinkedIn.

Industry

Scientific research and development services

Company size

10,000+ Employees

Headquarters location

North Chicago, IL, US

Year founded

2013

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