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Financial Planning Jobs in Remote, OR (NOW HIRING)

Experience in architecting, building, and supporting financial planning applications. * Experience with administration and/or implementation of SAP BPC required. * Strong Analytical and technical ...

Lead Analyst - Capital Finance

OR · Remote

$84K - $112K/yr

Build strong, collaborative relationships with stakeholders, including Corporate FP&A, Accounting, and Operations teams. Work cross-functionally to address reporting and operational needs, aligning ...

Planning Engineer II

OR · Remote

$66K - $88K/yr

The Role The Planning Engineer II applies approved technologies and architectures to specific ... Experience in an engineering role that included a substantial business/financial focus Compensation ...

Finance Manager - Product Finance

OR · Remote

$105K - $141K/yr

Own end-to-end financial planning and performance for assigned product portfolios, including revenue, margin and profitability analysis. * Lead forecasting and budgeting for the portfolio of products ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Event Marketer

Roseburg, OR · On-site

$18/hr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee. To our customers, Live Comfortable, Live Safe and ...

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Womens Committee. To our customers, Live Comfortable, Live Safe and ...

Content Marketing Specialist

OR · On-site +1

$65K - $80K/yr

You will work with senior staff, mine their experience for insights, and translate technical corporate finance - M&A, working capital pegs, EBITDA adjustments, FP&A, LOI-to-close dynamics, 13-week ...

Content Marketing Specialist

OR · Remote

$65K - $80K/yr

You will work with senior staff, mine their experience for insights, and translate technical corporate finance - M&A, working capital pegs, EBITDA adjustments, FP&A, LOI-to-close dynamics, 13-week ...

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Showing results 1-20

Financial Planning information

See Remote, OR salary details

$35.5K

$60.6K

$104.4K

How much do financial planning jobs pay per year?

As of Sep 5, 2026, the average yearly pay for financial planning in Remote, OR is $60,557.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,400.00 per year, depending on experience, location, and employer.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

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

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.

What are some common challenges financial planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

Does a financial planning make good money?

Financial planners typically earn a median annual salary that varies based on experience, location, and client base, with many earning a comfortable income. Successful financial planners often hold certifications like the CFP and develop strong client relationships to increase earning potential.

What is a career in financial planning?

A career in financial planning involves helping individuals and businesses develop strategies to manage their finances, including investments, retirement, taxes, and estate planning. Financial planners typically hold certifications like the CFP and use tools such as financial software to analyze clients' financial situations. The role requires strong analytical skills, knowledge of financial markets, and adherence to regulatory standards.

What kind of jobs can you get with a financial planning degree?

A financial planning degree can lead to roles such as financial planner, financial analyst, investment advisor, or wealth manager. These jobs typically require strong analytical skills, knowledge of financial tools, and often certification such as CFP or CFA to advance in the field.

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

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

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

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

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

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

Infographic showing various Financial Planning job openings in Remote, OR as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 71% Physical, 2% Hybrid, and 27% Remote job distribution, with an average salary of $60,557 per year, or $29.1 per hour.

Junior Financial Analyst

Star Step Performance Coatings

Myrtle Point, OR • On-site

Full-time

Re-posted 8 days ago


Job description

Junior Financial AnalystLocation: Chicagoland Area, Must be Located near the Chicagoland Area (Onsite with Hybrid Flexibility AFTER 90 Days) Employment Type: Full-Time Industry: Performance Coatings, Architectural Paints, OEM Coatings, Powder Coatings Ownership Structure: Private Equity Sponsored Company Revenue: Approximately $70 MillionPosition OverviewWe are seeking a motivated and analytical Junior Financial Analyst to support financial planning, reporting, and operational analysis across a growing performance coatings platform. This role offers an excellent opportunity to gain hands-on experience in manufacturing finance, business operations, and private equity-backed environments while working closely with senior leadership and the business controllers.The ideal candidate will possess strong analytical skills, attention to detail, and a desire to learn financial modeling, budgeting, forecasting, and business performance analysis within an industrial manufacturing setting. This position will support key decision-making processes by providing accurate financial insights and reporting.Key ResponsibilitiesAssist with monthly, quarterly, and annual financial reporting processes.Support budgeting, forecasting, and long-range planning activities.Analyze financial results and identify significant variances from budget and forecast.Prepare financial dashboards, KPI reports, and management presentations.Monitor revenue, costs, gross margins, and profitability trends across product lines.Assist with inventory, working capital, and cash flow analysis.Support manufacturing and operational teams with financial performance reporting.Conduct ad hoc financial analyses to support strategic and operational decision-making.Maintain and improve financial models used for forecasting and business planning.Assist with data collection and reporting for lenders, investors, and management teams.Support pricing, margin, and cost analysis initiatives.Participate in special projects, including acquisition analysis and integration support as needed.QualificationsBachelor's degree in Finance, Accounting, Economics, Business, or a related field.0-3 years of experience in financial analysis, accounting, corporate finance, or related roles.Strong proficiency in Microsoft Excel and financial modeling.Excellent analytical, organizational, and problem-solving skills.Strong attention to detail and accuracy.Ability to manage multiple priorities in a fast-paced environment.Strong written and verbal communication skills.Preferred QualificationsInternship or experience within manufacturing, industrial products, chemicals, coatings, or related industries.Experience with ERP systems and financial reporting tools.Knowledge of budgeting, forecasting, and financial statement analysis.Familiarity with Power BI, Tableau, or other business intelligence platforms.Progress toward CPA, CMA, CFA, or MBA credentials is a plus.Critical Success FactorsStrong analytical and quantitative aptitude.Curiosity and willingness to learn complex business operations.Ability to translate data into actionable insights.High level of professionalism and accountability.Collaborative mindset and ability to work cross-functionally.Strong Excel and financial reporting capabilities.Initial Priorities (First 90 Days)Learn company operations, products, and key financial drivers.Support monthly reporting and variance analysis processes.Assist in maintaining budgeting and forecasting models.Develop familiarity with manufacturing cost structures and KPIs.Build relationships with finance, operations, and commercial teams.Contribute to profitability, inventory, and working capital analyses.Improve reporting efficiency through data organization and process enhancements.Why Join Us?This role offers exceptional exposure to senior leadership, private equity ownership, and the financial operations of a leading manufacturing business. The successful candidate will gain valuable experience in financial planning and analysis, operational finance, and strategic business decision-making while building a strong foundation for future career growth within finance and corporate leadership.