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Financial Planning Associate Jobs in Portland, OR

Allworth Financial

Service Associate

Vancouver, WA · On-site

$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 ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$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 ...

Pwc

Oracle Cloud Finance - Senior Associate

Portland, OR · On-site

$77K - $202K/yr

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 · On-site

$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 ...

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree required * 10+ years' experience working in a financial planning, accounting, legal or other ...

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Showing results 21-40

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 Sep 7, 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.

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 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, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,504 per year, or $33.9 per hour.

Deals Services - Senior Associate, Strategic Finance and FP&A, Advanced Decision Modeling (Boston...

RSM

Vancouver, WA • On-site

$89K - $111K/yr

Full-time

Re-posted 25 days ago

Key responsibilities

  • Analyze financial information to forecast business expectations and develop financial analytics solutions for strategic planning.

  • Interpret data and propose strategies based on future risk trends, market and industry influences, and evaluate current and historical financial data.

  • Utilize technology and tools to provide innovative high-value services.

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.

RSMUS is currently seeking aSenior Associateto join ourAccounting and Finance Consultingpractice within ourStrategic Finance and FP&Asolution set. We advise clients on strategic planning, financialplanningand analysis(FP&A), budgeting, and capital structure optimization throughout various stages of a company's life cycle via in-depth consulting and financial modeling.

The idealSenior Associatecandidate has2+ years of related experience in a high growth and fast paced setting and has extensive experience performing in-depth company valuations, building detailed operating and cash flow models, assessing industry and competitive landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience from consulting, public accounting, private equity, venture capital or investment banking. High upside candidates with backgrounds in FP&A will also be considered. Advanced financial modeling experience is required for any candidate to be considered.

Responsibilities:

  • Analyze financial information to forecast businessexpectations anddevelop financial analytics solutions for strategic planning; develop investment values; deal analysis associated with mergers and acquisitions, integrations and divestitures

  • Interpret data and propose strategies based on future risk trends, market and industry influences, Evaluate current and historical financialdata

  • Study economic and business trends

  • Be current with business and economic issues relevant to the client's business.

  • Utilize technologyand tools to provide innovative high value services

  • Consistently deliver quality client services by monitoring progress and demonstrate in-depth technical capabilities and professional knowledge

Qualifications:

  • Bachelor's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of post-bachelor's, work experience involving financial analysis; OR a Master's degree in Business, Accounting, Finance, Economics, Engineering or a related field, plus 3-5 years of related work experience involving financial analysis

  • Prior knowledge working with a formal commercial banking, equity research or valuation practice within an investment banking, commercial banking, financial planning and analysis, accounting, or consulting firm, or experience working within an in house-corporate development or FP&A team

  • Experience building financial analytics models and tools from scratch in MS Excel and experience with one or more of the following: VBA, MS Access, SQL Server, Data Visualization applications (such as Tableau, Power BI, or Spotfire), and Alteryx

Preferred Qualifications:

  • Expert at developing and explaining fully integrated 3-Statement financial models in Microsoft Excel

  • Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic finance related event

  • Proficiency and experience creating board level and management ready presentations in Power Point highlighting key Client deliverables, findings, and solutions

  • Advanced level of proficiency developing consolidated, Business Unit, Business Line, and asset-level forecasts using both bottoms-up and top-down approaches

  • Strong fundamental valuation skills including exceptional understanding of both the income and market approaches

  • Willingness to travel up to 25% to meet client needs

At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $85,100 - $161,700

Individualsselected for this role will be eligible for a discretionary bonus based on firm and individual performance.

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