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Investment Associate Jobs in Bend, OR (NOW HIRING)

Charles Schwab

Investment Consultant - Bend, OR

Bend, OR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

As an Investment Consultant (IC) in Schwab's Branch Network, you'll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are ...

New

Camping World Holdings, Inc.

RV Sales Associate

Bend, OR · On-site

$50K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

ACE Cash Express

Sales Associate

Bend, OR · On-site

$14.75 - $20.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investing in our employees and promoting a culture centered on people, service, career advancement ... All associates are eligible to participate in our 401k plan. 1Full-time employees are eligible for ...

ACE Cash Express-Reid

Sales Associate

Bend, OR · On-site

$16 - $18/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Investing in our employees and promoting a culture centered on people, service, career advancement ... All associates are eligible to participate in our 401k plan. 1Full-time employees are eligible for ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

H&R Block

Tax Associate

Redmond, OR · On-site

$62K - $82K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Bend, OR · On-site

$64K - $85K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Bend, OR · On-site

$62K - $82K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Prineville, OR · On-site

$58K - $78K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Bend, OR · On-site

$62K - $82K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

La Pine, OR · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

Tailored Brands

Retail Sales Associate Part Time

Bend, OR · On-site

$17.50 - $20/hr

Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of ...

Camping World

RV Sales Associate

Bend, OR

$50K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Wells Fargo

Associate Financial Advisor

Bend, OR · On-site

Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisionsat ...

Blue Compass RV Bend

RV Sales Associate

Bend, OR · On-site

$7.8K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sales Associate interacts with hundreds of customers - online, over the phone and in person ... We invest in our employees with our training and development programs and want to see you advance ...

Blue Compass RV Bend

RV Sales Associate

Bend, OR · On-site

$7.8K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sales Associate interacts with hundreds of customers - online, over the phone and in person ... We invest in our employees with our training and development programs and want to see you advance ...

Blue Compass RV Bend

RV Sales Associate

Bend, OR

$7.8K/mo

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Sales Associate interacts with hundreds of customers - online, over the phone and in person ... We invest in our employees with our training and development programs and want to see you advance ...

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Showing results 1-20

All JobsInvestment Associate JobsInvestment Associate Jobs in Bend, OR

Investment Associate information

See Bend, OR salary details

$23.2K

$102.4K

$225.2K

How much do investment associate jobs pay per year?

As of Aug 19, 2026, the average yearly pay for investment associate in Bend, OR is $102,412.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,600.00 and $124,000.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs

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

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

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

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

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

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

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Bend, OR as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $102,412 per year, or $49.2 per hour.

Investment Consultant - Bend, OR

Charles Schwab

Bend, OR • On-site

Full-time

Medical, Dental, Vision, Retirement

Posted 2 days ago

New

Job description

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience.

You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.

  • Apply active listening and thoughtful questioning to align solutions to client goals
  • Build relationship management skills through timely, accurate, client-focused support
  • Manage priorities effectively across outreach, follow-up, and administrative work
  • Demonstrate resilience and motivation in achieving individual and team goals
  • Collaborate with Financial Consultants and branch leaders to enhance client experience
  • Take ownership of your learning, results, and professional growth

Why you’re set up for success:

·         Training and Development

Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success.

Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.

·         Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.

·         Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

The expertise you bring:

  • A valid and active FINRA Series 7 license required  
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.  
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred

The skills you bring:

  • Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes

  • Adaptability

Actively seek, receive, and apply feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach

  • Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development

Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results

  • Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions

  • Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Apply