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Financial Planning Associate Jobs in Portland, OR

Mariner

Intern, Financial Planning

Vancouver, WA · On-site

$16.25 - $21/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

New

Panthalassa

Financial Planning & Analysis Manager

Portland, OR · On-site

$111K - $146K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As FP&A Manager, you will help build and maintain the analytical infrastructure that connects ... Investment banking analyst or associate experience, especially in infrastructure, power ...

Panthalassa

Financial Planning & Analysis Manager

Portland, OR · On-site

$111K - $146K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As FP&A Manager, you will help build and maintain the analytical infrastructure that connects ... Investment banking analyst or associate experience, especially in infrastructure, power ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

Pwc

Oracle Cloud Finance - Senior Associate

Portland, OR

$77K - $202K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... Hyperion Financial Management for strategic financial planning - Implementing finance ...

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

Allworth Financial delivers long- and short-term investment planning solutions and advice to help ... Service Associates work with our Service team and provide support to our Financial Advisors. This ...

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

Financial Planning Associate information

See Portland, OR salary details

$14

$33

$71

How much do financial planning associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial planning associate in Portland, OR is $33.90, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $36.44 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.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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

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

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

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Portland, OR as of August 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $70,504 per year, or $33.9 per hour.

Intern, Financial Planning

Mariner

Vancouver, WA • On-site

$16.25 - $21/hr

Internship

Posted 2 days ago

New

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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