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Remote Financial Advisor Trainee Jobs in Oregon (NOW HIRING)

Liftoff

Senior Financial Analyst, FP&A (Contractor)

OR · Remote

$60 - $70/hr

About this role: We are seeking a Senior Financial Analyst contractor to support the upcoming ... We are a remote-first company with US hubs in Redwood City, Los Angeles, and New York City

New

Power to Decide

Chief Financial and People Officer

OR · On-site +1

$189K - $234K/yr

Advising the CEO, Chiefs, and the Board of Directors of the organization's financial position and ... Comfortable working virtually with remote staff, using cloud-based communication and software ...

Kibo Commerce

Financial Analyst

Financial Analyst ABOUT THIS ROLE Kibo is seeking a Financial Analyst / Sr. Financial Analyst to ... remote-friendly environment. Whether your job is to build, sell, or support KIBO's commerce ...

Stratford Davis

Client Sales Advisor

Portland, OR · Remote

$85K - $150K/yr

We are actively growing its remote sales team and is seeking driven individuals who are ready to build a meaningful and financially rewarding career. This opportunity allows you to work from home ...

Formfactor

Senior Data Analyst - Financial Analytics

OR · On-site +1

$132K - $173K/yr

Financial Analytics Development * Partner with Finance leadership to design, implement, and scale a ... A role is remote-eligible only when it is listed as"Remote" in the job location. Skills: Corporate ...

Ascension

Senior Financial Analyst

$79K - $110K/yr

Remote Department: Accounting Schedule: Full-time | Monday-Friday Salary Range: $79,511.52 - $110 ... Perform cost and financial variance analysis of data extracted from various internal sources to ...

HealthEdge

FP&A Analyst

This role is a foundational hire for HealthEdge's growing Strategic Finance function, supporting ... Remote, US Type of Employment: Full-time, permanent FLSA Classification (USA Only): Exempt Work ...

Array

FP&A Analyst

OR · On-site +1

$120K/yr

As a remote-first company, we're focused on providing opportunities for high performing individuals ... As an FP&A Analyst at Array, you will drive financial planning, forecasting, strategic analysis ...

Novoco

LIHTC Development Consultant

Portland, OR · On-site +1

$99K - $133K/yr

Engage in and advise on LIHTC development strategy, feasibility analysis, and capital stack ... Financial Modeling & Transaction Support * Review and evaluate sources and uses, credit ...

Clari + Salesloft

Financial Analyst

OR · Remote

United State, REMOTE Clari + Salesloft are building the next era of enterprise revenue - one where ... trusted advisor, providing financial guidance and support * Take ownership of budgeting and ...

New

City of Salem, OR

Financial Analyst

Salem, OR · On-site +1

$6.7K - $9.1K/mo

Fulltime-Career Remote Employment: Flexible/Hybrid Job Number: 26-0096 SHA-05 Department: Urban ... The Financial Analyst is responsible for applying accounting principles and procedures. If you are ...

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All JobsFinancial Advisor JobsRemote Financial Advisor Trainee JobsRemote Financial Advisor Trainee Jobs in Oregon

Remote Financial Advisor Trainee information

What is the difference between Remote Financial Advisor Trainee vs Remote Financial Advisor?

AspectRemote Financial Advisor TraineeRemote Financial Advisor
CertificationsTypically requires FINRA Series 7/66, CFP certification (in progress or completed)Must hold necessary licenses and certifications, such as Series 7, Series 66, CFP
Work EnvironmentTraining programs, supervised remote work, learning-focusedClient-facing, independent remote advising, portfolio management
Job RoleLearning and supporting financial advisors, preparing for certificationProviding financial advice, managing client portfolios independently

The main difference is that a Remote Financial Advisor Trainee is in a learning phase, focusing on gaining certifications and experience, while a Remote Financial Advisor is fully qualified to advise clients independently. Trainees support advisors and build skills, whereas advisors manage client relationships and portfolios remotely.

What are popular job titles related to Remote Financial Advisor Trainee jobs in Oregon? For Remote Financial Advisor Trainee jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Remote Financial Advisor Trainee jobs in Oregon look for? The top searched job categories for Remote Financial Advisor Trainee jobs in Oregon are:
Remote Financial Advisor Trainee jobs near you

Senior Financial Analyst, FP&A (Contractor)

Liftoff

OR • Remote

$60 - $70/hr

Full-time

Posted yesterday

New

Job description

About this role:

We are seeking a Senior Financial Analyst contractor to support the upcoming Annual Operating Plan and forecast cycles by leveraging AI to improve financial analysis, planning, and decision support. Reporting to the Senior Manager of FP&A, this role will partner cross-functionally to improve visibility into vendor spend and renewals while strengthening FP&A through more accurate planning, forecasting, and business insights.

Responsibilities:

  • Strengthen the upcoming Annual Operating Plan and forecast cycles by increasing visibility into vendor spend, commercial commitments, renewal timing, and savings opportunities, improving FP&A accuracy and decision-making.
  • Leverage AI to develop scalable tools and workflows that improve financial decision-making, automate manual processes, and strengthen vendor planning, forecasting, and commercial management.
  • Build financial analyses and business cases for vendor renewals and new investments, evaluating total cost of ownership, build-versus-buy tradeoffs, alternatives, budget implications, and forecast impact to inform business decisions
  • Support high-impact FP&A initiatives as business needs evolve, including forecasting, headcount planning, executive reporting, infrastructure analysis, and ad hoc financial projects.

Requirements: 

  • 3-5+ years of relevant FP&A experience
  • Familiarity using AI tools such as Codex and Claude to analyze data, automate workflows, and develop internal business tools.
  • Advanced Excel and Google Sheets skills, with the ability to independently build, troubleshoot, and maintain complex financial models and reporting files.
  • Strong data-analysis capabilities, including working across multiple data sources, reconciling discrepancies, forecasting, and developing business cases.
  • Ability to ramp quickly, manage existing processes independently, and deliver reliably in a fast-paced, results-oriented environment.

Location:
This role is eligible for full-time remote work in one of our entities: CA, CO, ID, IL, FL, GA, MA, MI, MN, MO, NJ, NV, NY, OR, TX, UT, and WA.

We are a remote-first company with US hubs in Redwood City, Los Angeles, and New York City.

Compensation:

The following are our hourly salary ranges for this role: $60-$70 an hour 

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