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Financial Planning Assistant Jobs in Oregon (NOW HIRING)

OR ยท On-site

  • Medical

  • Life

  • Retirement

  • PTO

Provide support to the People team on compensation, hiring plan, benefits, and equity planning. * Assist cross functional teams in financial aspects relating to the company OKR process and ad hoc ...

Financial Planning Associate

Bend, OR

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Responsibilities * Assist with account opening, transfers and maintenance * Support advisors with ... Financial Planning software * Financial markets Education/Experience Requirements * Bachelor ...

OR ยท On-site

$70K - $90K/yr

Do you want to build a strong FP&A foundation while gaining broad exposure to how a business plans ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

OR ยท On-site

$90K - $120K/yr

In this role, you will own meaningful parts of the company's planning and reporting processes ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

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Associate Financial Planner

Bend, OR ยท On-site

$72K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Potential Future Responsibilities: * Assist in trading and rebalancing of client investment accounts. * Deliver financial planning advice for high-net-worth clientele. * Develop and manage ongoing ...

Financial Planning and Analysis Lead

Salem, OR ยท On-site +1

$111K - $173K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

About the Work The Financial Planning and Analysis Lead will be responsible for developing ... Perform ad hoc analysis where required to assist in management decision making Key Performance ...

FP&A Revenue Manager

OR ยท On-site +1

  • Medical

  • Dental

  • Vision

  • PTO

Participate in key strategic initiatives and assist with other ad hoc projects supporting business partners and finance leadership. * Systems & Process Improvement * Automate and improve planning and ...

OR

$117K - $160K/yr

POSITION SUMMARY The Sr. Manager, Financial Planning and Analysis is a key leadership position ... Oversee the development of financial models, forecasting tools and ad-hoc analysis to assist the ...

Financial Advisor

Clackamas, OR ยท On-site

$90K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Financial Advisor

Clackamas, OR

$90K - $110K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Financial Advisor

Salem, OR ยท On-site

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Financial Advisor

Salem, OR ยท On-site

$100K - $130K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Utilize Pigment as our core FP&A planning platform and Claude AI to accelerate data analysis ... Partner with Accounting during the month-end close process to complete variance analysis and assist ...

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Showing results 1-20

Financial Planning Assistant information

See Oregon salary details

$37.5K

$64.1K

$110.5K

How much do financial planning assistant jobs pay per year?

As of Aug 14, 2026, the average yearly pay for financial planning assistant in Oregon is $64,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,200.00 and $72,400.00 per year, depending on experience, location, and employer.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What are the most commonly searched types of Financial Planning jobs in Oregon?

The most popular types of Financial Planning jobs in Oregon are:

What cities in Oregon are hiring for Financial Planning Assistant jobs?

Cities in Oregon with the most Financial Planning Assistant job openings:

Infographic showing various Financial Planning Assistant job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 3% Contract, and 1% Nights. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $64,089 per year, or $30.8 per hour.

Full-time

Medical, Life, Retirement, PTO

Posted 28 days ago


Job description

The Job:ย ย 

Reporting to the SVPย Finance, you will work closely with 6sense's executive team, businessย partners, department heads, and key stakeholders to develop and implement short-ย and long-term financial models and strategies that align with the company's strategic and financialย objectives.ย Youย will provide valuable analytical insights and decision-making support toย facilitateย the achievement of our financial targets and drive overall business performance. To be successful in his role,ย you'llย need a broad strategic mindset, innate curiosity, executive presence, and strong financial planning process and systems experience.ย Our mission is to maximizeย the company'sย long-term valuation by enablingย the leadershipย team to plan, prioritize, and execute effectively.ย 

Our objectivesย 

  • Align and facilitate cross-functional execution of 6sense'sย strategyย 
  • Bring predictability and operational rigorย ย 
  • Ensure financial and operational goals ofย 6senseย are defined,ย documentedย and achievedย 
  • Evangelize awareness of strategy and eachย department'sย role in achieving itย 
  • Ensure sound,ย data-driven decision supportย 
  • Ensure our company narrative aligns with operating strategyย 

You will:ย ย 

Ownย Financial Analysis and Reporting and Operational Efficiency:ย ย 

  • Own the Operating model end to end incorporating capacity, topline, expenses, financial statement,ย cash forecasting.ย 
  • Timely reporting to the Exec teamย andย Board. Drive the 409a,ย Investor relationshipย andย reporting in the format requested/ on the investor platform.ย 
  • Lead the monthly forecasting process,ย manageย collaboration with various business units,ย oversee preparation ofย materials for managementย reviews,ย and highlightย key trends,ย risksย andย opportunities.ย 
  • Be responsible forย the quarter-end flash forecasting process in partnership with accounting team to review financial forecasts against quarter end expectations, provide insightful analysis and prepare management review materials to drive decisions.ย ย 
  • Prepare all quarterly financial information and analysis toย consolidateย financial analysis & reporting,ย provideย detailed business performance insights,ย andย manage internal andย boardย reporting.ย 
  • Own the rolling forecast process andย provideย actionable insights to ensure departmental performance versusย plan. Develop reporting calendar leading to predictable andย timelyย reporting to the business.ย 
  • Drive accountability through the annual budgeting process.ย Constantly look for opportunities to improve performanceย analytics, cost efficiencies, process improvements and education.ย 

Provide Cross-functional Support:

  • Support the Go-to-Market organization inย capacityย and productivity planning, comp scenarios, span of control analysis.ย 
  • Provide support to the People team on compensation, hiring plan, benefits, and equity planning.ย 
  • Assistย cross functional teams in financial aspects relating to the company OKR process and ad hoc strategic analysis.ย 
  • Assist R&D org with the multi-product ROI analysis,ย Product ARR,ย resource allocation and cloud cost optimization.ย 
  • Assistย with ad hoc analysis related to new business ventures, renewal of existing relationships, and potential M&A.ย 

Strategic Financial Planning:ย ย 

  • Own theย ย development of long-term financial models in alignment with the company's strategicย objectivesย and define business drivers and KPIs.ย 
  • Prepare financial forecasts and budgets, act as business thought leaderย and provide insights into marketย perceptionsย and industry trends, and competitive landscape that mayย impactย the company's valuation and reputation.ย ย 
  • Oversee preparing financial plans for various scenarios, includingย cash positionย and potential risks.ย 
  • Advise senior leaders on financial matters offering data-driven recommendations for operational efficiency and desired business outcomes.ย 

Implement and Elevateย Systems and Processes:ย 

  • Improve upon various FP&A processes by streamlining existing processes andย leveragingย automation where possible.ย 
  • Overall responsibility forย financial planning tool, automation of dashboards via centralized Enterprise Data Warehouse (Snowflake) andย usingย AI toolsย 
  • Drive timeliness and accuracy within the organization's financial planning processes.ย 
  • Collaborate on financial data analytics and work closely withย the businessย technology team to develop dashboards.ย 
  • Develop and execute strategies toย optimizeย the company'sย valuation and preserve the liqudity.ย ย 

Provideย Team Leadership and Development:ย ย 

  • Lead and mentor the FP&A team, fostering a culture of high performance and continuous improvement.ย ย 
  • Ensure team members have the necessary skills and tools to effectively contribute to the company's financialย objectives.ย ย 

ย You have:ย ย 

  • A bachelor's degree in finance, accounting, economics, or a related field; anย MBA or CFAย or CPAย preferredย 
  • A minimum of 10-15 years of relevant experience in financial planning and analysis, withย a significant portionย in a leadership roleย 
  • Prior experience inย SaaS atย scale, experience with Private Equity is a must have.ย ย 
  • Demonstrated success in consistently producingย timelyย and highly predictable financial modelsย 
  • Experience project managing and implementing financial reporting systemsย 
  • Innate curiosity to understand overall business and industry trends, and use these insights to devise ad hoc analysis to surface business risks and opportunitiesย 
  • Excellent verbal and written communication skills, with the ability to convey complex financial concepts in a simplified way to leadersย 
  • Ability to work under pressure and manage deadlinesย ย 
  • Proactive, self-motivated, and able to work in a dynamic and fast-paced environmentย 

Base Salary Range: $258,156.00 - $378,628.80. The base salary range represents the anticipated low and high end of the base salary range for this position. Actual salaries may vary and may be above or below the range based on various factors, including but not limited to work location and experience. The base salary is one component of 6sense's total compensation package for this position. Other compensation may include a bonus program or commission plan, and stock options if approved by 6sense's board. In addition, 6sense provides a variety of benefits, including generous health insurance coverage, life, and disability insurance, a 401K employer matching program, paid holidays, self-care days, and paid time off (PTO). #Li-remote

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