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

Chief of Staff - 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.

Chief of Staff - 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.

Associate's degree in Accounting, Finance, or related field preferred * 2+ years of progressive ... Familiarity with mid to enterprise level ERP systems (Oracle NetSuite, SAP) * Accurate 10-key ...

Mental Health Therapist

Bend, OR · On-site

$80K - $85K/yr

... treatment planning, continuous progress tracking, community-based support initiatives, and ... Professional Counselor Associate * Clinical Social Work Associate * LMFT, LPC, LCSW or Oregon ...

Mental Health Therapist

Bend, OR · On-site

$80K - $85K/yr

... treatment planning, continuous progress tracking, community-based support initiatives, and ... Professional Counselor Associate * Clinical Social Work Associate * LMFT, LPC, LCSW or Oregon ...

Mental Health Therapist

Bend, OR · On-site

$80K - $85K/yr

... treatment planning, continuous progress tracking, community-based support initiatives, and ... Professional Counselor Associate * Clinical Social Work Associate * LMFT, LPC, LCSW or Oregon ...

Produce Manager Bend Oregon

Bend, OR · On-site

$20 - $25/hr

Labor planning, scheduling, and associate supervision * Food safety, sanitation, and compliance ... Health and financial well-being benefits for eligible associates (Medical, Dental, 401k and more!

Provide information and recommendations for the business to operate efficiently utilizing the ERP ... Associate or bachelor's degree in accounting or finance or equivalent experience. * 3+ years ...

Showing results 41-60

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 7, 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:

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.

Chief of Staff - Veterinarian

Banfield

Bend, OR • On-site

$124K - $180K/yr

Full-time

Re-posted 8 days ago


Banfield Pet Hospital rating

5.9

Company rating: 5.9 out of 10

Based on 527 frontline employees who took The Breakroom Quiz

35th of 56 rated veterinary


Job description

If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Opening Statement 

SUMMARY OF JOB PURPOSE AND FUNCTION 

 
The primary purpose and function of the Chief of Staff is to manage the hospital and ensure the highest quality of veterinary care, exceptional client service, associate engagement and maximum productivity of the veterinary medical team. This position advocates for pets and their quality of life; builds a long term bonding relationship with clients; contributes to the development and maintenance of the human-pet bond; educates clients and hospital associates on all aspects of pet health. The Chief of Staff partners with the Practice Manager (if applicable) to operate an effective and productive veterinary medical team, ensure a safe and engaging hospital environment, and improve both the medical quality and business performance of the hospital. 

The pay range for this role is: $124,000 - $180,000.

Description

ESSENTIAL RESPONSIBILITIES AND TASKS 
The ratio of time spent on leadership duties and practicing veterinarian responsibilities will vary depending on the hospital situation; the Chief of Staff must use good judgment in prioritizing their duties on any given day, ensuring hospital productivity.  On average, the ratio is expected to be about 20%-30% leadership duties and 70%-80% veterinarian duties. 

Leadership Responsibilities (approximately 20-30% of time): 

  • Live and exemplify the Five Principles of Mars, Inc. within self and team. 

  • Partner with the Practice Manager (if applicable) to manage the hospital as role models and champions of the Banfield brand to provide consistent high quality care and exceptional service to the most pets and clients and to maximize efficiency, productivity and profitability. Train the team on Banfield guidelines and practices and supervise associates to ensure compliance. 

  • Oversee and train associates on professional, efficient and exceptional client service (lead by example), to include client education about Optimum Wellness Plans, preventive care, pet health needs, hospital services, marketing campaigns, and other related information; effectively resolve client issues. 

  • Follow all Banfield protocols and practices and be responsible for ensuring that associates achieve practice priorities while building our culture and brand.  

  • Identify potential “bottlenecks” and formulate solutions to remove barriers in medical operations that would impede the doctors from providing world class care. 

  • Partner with the Medical Director, Field Director, and Practice Manager (if applicable) to interview, select, train, develop, coach, mentor and, if necessary, discipline and terminate hospital associates. 

  • Direct, lead and mentor Associate Veterinarians to realize their full professional potential and deliver outstanding, high quality medical care, client service and business results. 

  • Work with the Medical Director to establish development plans (PDPs) for the Associate Veterinarians, and focus teams to deliver the practice priorities and exceed goals while building our culture and brand. 

  • Effectively create and maintain veterinarians’ schedules and work with Practice Manager to schedule associates to meet client needs according to Banfield guidelines, while proactively planning time off and CE scheduling. 

  • Provide effective communication between associates, clients, field leadership and Central Team Support. 

  • Act as communications liaison, including holding routine hospital team meetings, sharing business information and messaging to all hospital associates, ensuring they remain informed, engaged and have opportunities to provide feedback. 

  • Provide inspirational leadership to the team by creating a positive professional relationship with the Practice Manager, PetSmart associates, adoption center agencies, clients, field leadership and Central Team Support. 

  • Create a collaborative environment and develop an efficient, productive hospital team that provides the highest quality care and service to the most pets and clients.  

  • Develop annual planning, budgeting and hospital productivity levels for the hospital in partnership with the Practice Manager (if applicable), Field Director and Medical Director. 

  • Partner with area Field Director and Medical Director to execute market objectives, goals, strategies and measurements (OGSMs). 

  • Participate in market level teams, discussions, and initiatives. 

  • Partner with the Practice Manager to deliver outstanding financial results for assigned hospital. 

  • Responsible for the development of technical, medical skills for veterinary assistants/technicians. 

  • Responsible for ensuring all associates adhere to Banfield dress and grooming guidelines. 

  • Provide leadership to other area hospitals as needed throughout the market. 

  • Ensure compliance with all practice policies and procedures and with all local, state and federal laws. Other job duties as assigned. 

Associate Veterinarian Responsibilities (70-80% of time): 

  • Establish trust and gain the confidence and compliance of clients through effectively delivering appropriate preventive care, performing complete diagnostic workups, developing thorough treatment plans, communicating home care instructions, and planning follow-up visits. 

  • Assimilate information gathered through effective history taking, physical examination and diagnostic workup to arrive at an appropriate and effective clinical decision. 

  • Practice evidence-based medicine and preventive care when data or guidelines exist, using sound judgment when they do not. 

  • Practice veterinary medicine in a manner compliant with the State Veterinary Practice Act, Federal and/or State Controlled Substance laws and Banfield Code of Ethics, along with appropriate medical record documentation; ensure the hospital team maintains complete medical records that meet practice quality control guidelines. 

  • Lead the veterinary hospital team through the daily schedule and caseload, delegating tasks to paraprofessionals and improving hospital efficiency. 

  • Provide professional, efficient and exceptional service, including prescribing and administering preventive care for the wellness needs of pets as well as diagnosing and treating diseases and injuries of pets. 

  • Advocate for preventive care and adoption of wellness plans. 

  • Effectively communicate diagnosis and treatment plan to veterinary medical team and client. 

  • Prescribe and administer drugs and vaccines as appropriate. 

  • Perform surgery on pets as necessary for the treatment of pets within Banfield’s protocols, using standard medical instruments and equipment. 

  • Promote the safety of pets, clients and associates by ensuring the hospital team is utilizing safe restraining techniques, following standard practice guidelines, and maintaining clean, sterile and organized treatment areas, exam rooms and laboratory areas. 

  • Strive to achieve performance metrics outlined by medical and field leadership. 

  • Demonstrate integrity and ethics in all actions and behaviors. 

  • Address and resolve client concerns arising from the medical care of a pet. 

  • Develop strong lasting relationships with clients. 

  • Other job duties as assigned.  

THE FIVE PRINCIPLES 

  • Quality – The consumer is our boss, quality is our work and value for money is our goal. 

  • Responsibility – As individuals, we demand total responsibility from ourselves; as associates, we support the responsibility of others. 

  • Mutuality – A mutual benefit is a shared benefit; a shared benefit will endure. 

  • Efficiency – We use resources to the full, waste nothing and do only what we can do best. 

  • Freedom – We need freedom to shape our future; we need profit to remain free. 

HIRING QUALIFICATIONS / COMPETENCIES 

Leadership 

  • Conflict Management 

  • Customer Focus 

  • Developing Direct Reports 

  • Directing Others 

  • Building Effective Teams 

Functional 

  • • Hiring and Staffing 

  • • Communication Skills 

  • • Managing and Measuring work 

  • • Peer Relationships 

  • • Drive for Results 

CAPABILITIES AND EXPERIENCE (CAN DO) 

  • Ability to multi-task – Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration. 

  • Organizational ability – Demonstrates a systematic approach in carrying out assignments.  Is very orderly and excels at cutting through confusion and turning chaos into order.  

  • Surgical skills – Proven ability to perform all basic surgeries, including use of all standard medical instruments and equipment. 

  • Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems.  Translates problems into practical solutions. 

  • Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format.  Can provide directions. Commitment to continual learning. 

  • Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement. 

  • Computer skills - Comfortably and confidently uses a computer and specialized software. 

ATTITUDES (WILL DO) 

  • Initiative – Shows willingness and aptitude to use own discretion in taking appropriate steps in finding solutions to problems; presents options and ideas to enhance current processes or procedures.  Takes on additional responsibility when both big and small tasks need to be done; seeks out the most valuable work to do during times when the hospital faces low client demand.  

  • Integrity – Firmly adheres to the values and ethics of Banfield Pet Hospitals.  Exhibits honesty, discretion, and sound judgment. 

  • Cooperativeness – Willing to work with others, collaborating and compromising where necessary; promptly shares relevant information with others. 

  • Flexibility – Is open to changing situations and opportunities and is wil


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About Banfield Pet Hospital

Sourced by ZipRecruiter

Banfield Pet Hospital was founded in 1955 and is currently located in Vancouver, WA, US. A leader within the pet healthcare industry, it specializes in providing comprehensive preventive and medical services to pets. Operating more than 1,000 hospitals across the United States and Puerto Rico, Banfield's commitment to top-class care is reflected in its mission - "To treat your pet like family, and you like our own." At the core of Banfield's mission is the belief in quality veterinary care and fostering an environment that promotes responsible pet ownership. The company established the Banfield Foundation in 2015 to further emphasize their commitment to pets, which has since then provided over $8 million in grants to projects that enhance the wellbeing of pets.

Industry

Veterinary services

Company size

10,000+ Employees

Headquarters location

Vancouver, WA, US