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Financial Planning Associate Jobs in Bend, OR (NOW HIRING)

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 ...

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 ... Working knowledge of portfolio allocation, investment management, and general financial planning is ...

Sensiba

Audit Associate - Fall 2027

Bend, OR · On-site

$70K - $75K/yr

Audit Associate - Fall 2027 Department: Audit Employment Type: Full Time Location: Bend, OR ... Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.

Sensiba

Tax Associate - Fall 2027

Bend, OR · On-site

$70K - $75K/yr

Tax Associate - Fall 2027 Department: Tax Employment Type: Full Time Location: Bend, OR ... Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.

Capstone

Audit Associate

Bend, OR · On-site

S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services.Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated ...

Capstone

Audit Associate

Bend, OR · On-site

$45K - $68K/yr

S. providing tax planning and advisory services supported by audit, bookkeeping, and payroll services. Through strong partnerships with financial advisors and attorneys, we deliver a fully integrated ...

Banfield

Senior Veterinarian

Bend, OR · On-site

$124K - $180K/yr

... associates to meet client needs according to Banfield guidelines, while proactively planning time ... Partner with the Practice Manager to deliver outstanding financial results for assigned hospital.

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$60 - $80/hr

About Us We are a multifaceted CPA firm with 16 offices across the western region of the US providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$58K - $75K/yr

About Us We are a multifaceted CPA firm with 16 offices across the western region of the US providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping ...

Capstone

Senior Tax Assoicate

Redmond, OR · On-site

$86K - $107K/yr

About Us We are a multifaceted CPA firm with 16 offices across the western region of the US providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping ...

Jobless

Senior Tax Assoicate

Redmond, OR · On-site

$55 - $70/hr

About Us We are a multifaceted CPA firm with 16 offices across the western region of the US providing financial and tax planning to our business and personal clients by offering payroll, bookkeeping ...

Sorren, Inc.

Assurance Senior Manager

Bend, OR · On-site

Lead the planning, execution, and delivery of the firm's most complex and high-risk assurance ... Supervise and coach managers, senior associates, and associates, fostering a culture of ...

Albertsons

Starbucks Manager Bend Oregon

Bend, OR

Strong organization, time management, and planning abilities * Ability to remain steady in ... Associate discounts * Health and financial well-being benefits for eligible associates (Medical ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Bend, OR

Financial Planning Associate information

See Bend, OR salary details

$14

$33

$71

How much do financial planning associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for financial planning associate in Bend, OR is $33.72, according to ZipRecruiter salary data. Most workers in this role earn between $21.83 and $36.25 per hour, depending on experience, location, and employer.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Bend, OR as of August 2026, with employment types broken down into 84% Full Time, 11% Part Time, and 5% Contract. Highlights an 90% In-person, 5% Hybrid, and 5% Remote job distribution, with an average salary of $70,138 per year, or $33.7 per hour.

Financial Planning Associate

Raymond James Financial, Inc.

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 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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