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Financial Planning Assistant Jobs in Oregon (NOW HIRING)

6sense

VP, FP&A

OR · On-site +1

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 ...

Raymondjames

Financial Planning Associate

Bend, OR

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

Grant Street Group

Financial Analyst, FP&A

OR · On-site +1

$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 ...

Grant Street Group

Senior Financial Analyst, FP&A

OR · On-site +1

$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 ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

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 ...

Planet

FP&A Revenue Manager

OR · On-site +1

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 ...

Wealth Enhancement Group

Financial Advisor

Salem, OR

$100K - $130K/yr

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 ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

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 ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

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 ...

Clari + Salesloft

Financial Analyst, R&D

OR · On-site +1

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 ...

NorthStar Professional Search

Conduct financial planning analyses and wealth management activities, ensuring client assets align ... Participate in team projects and assist with initiatives to streamline firm policies and procedures.

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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Oregon

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 18, 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 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 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 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 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.

More about Financial Planning Assistant jobs

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 are popular job titles related to Financial Planning Assistant jobs in Oregon?

For Financial Planning Assistant jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Oregon look for?

The top searched job categories for Financial Planning Assistant 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:

Financial Planning Assistant jobs near you
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, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $64,089 per year, or $30.8 per hour.

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 19 days ago

Job description

Job Description Summary
Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect is evident and care is taken to ensure that all voices are heard.
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 the community.
If this resonates with you, we invite you to apply today!
Job Description
Responsibilities
  • Assist with account opening, transfers and maintenance
  • Support advisors with research, data entry, and plan implementation
  • Maintain CRM records and ensure compliance
  • Partner with Financial Advisor to review clients' current portfolio design, understand client goals, enter client data, and conduct financial analysis.
  • Evaluate overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
  • Perform detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan
  • Research information as necessary on a case-by-case basis
  • Prepare files for meetings with existing and new clients
  • Prepares, coordinates and follows through on any needed communication with new or existing clients
  • Respond to client questions by telephone, email and occasional personal visits.
  • Conduct research as needed related to basic income tax questions, estate planning, and other legal issues - requesting guidance when appropriate.
  • May participate in client presentations.
  • May open, transfer, and close customer accounts and maintain appropriate account records.
  • May obtain and verify the client's purchase and sale instructions, enter orders, and follow up on completion of transactions.
  • Ensure firm and regulatory policies are followed within compliance standards
  • Perform other duties and responsibilities as assigned.

Proficiency in:
  • CRM software
  • Microsoft Suite
  • Financial Planning software
  • Financial markets

Education/Experience Requirements
  • Bachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services

~or~
  • An equivalent combination of experience, education and/or training as approved by Human Resources

Licenses
  • SIE required provided that an exemption or grandfathering cannot be applied
  • Series 7
  • Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Additional Information:
  • This position is 100% onsite in Bend, OR

Mainspring Wealth Advisors, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's: Finance
Work Experience
General Experience - 13 months to 3 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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