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Remote Financial Advisor Jobs in Oregon (NOW HIRING)

Sr Financial Analyst, FP&A

$85K - $106K/yr

... advisor and key contributor to operational and financial performance. Work Schedule: Remote ESSENTIAL RESPONSIBILITIES: * Apply strong financial acumen, judgment, and intellectual curiosity to ...

$50 - $60/hr

Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an ... Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development ...

Senior Strategic Business Advisor | Remote

$101K - $133K/yr

As a Strategic Business Advisor (SBA) within the Solution Sales Organization, you'll serve as a ... Thrive Flex Lifestyle Account (LSA) that allows you to contribute towards your health, financial or ...

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 ...

Advise customers on best practices for financial reporting, budgeting and planning * Specialize in ... Knowledge of Epicor ERP Software or Similar ERP Software #LI-SK #LI-REMOTE About Epicor At Epicor ...

Lead Financial Analyst

$87K - $121K/yr

Remote Department/Specialty: Growth and Ancillary Business Schedule: Monday-Friday | 8AM-5PM Salary ... Perform analysis and reporting regarding financial operations and information. * Perform ...

Senior Financial Analyst

OR · On-site +1

$85K - $95K/yr

*This position is fully remote/home based. Applications will be accepted from candidates based in ... The Senior Financial Analyst plays a critical role in interpreting, translating, and communicating ...

Senior Financial Analyst

OR · Remote

$85K - $106K/yr

Remote - USA ONLY Sponsorship: Not available. We cannot support visas, work permits, or extensions ... Summary As a Senior Financial Analyst at DistroKid, you'll collaborate closely with the Sr. ...

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 ...

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 ...

Remote (United States or Europe) with travel required Employment Type: Full-time Travel Requirement ... advisor and senior point of contact for client stakeholders on the financial workstream Lead ...

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Showing results 1-20

Remote Financial Advisor information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do remote financial advisor jobs pay per year?

As of Jul 15, 2026, the average yearly pay for remote financial advisor in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Remote Financial Advisor, and why are they important?

To thrive as a Remote Financial Advisor, you need a solid understanding of financial planning, investment strategies, and relevant regulations, typically supported by a bachelor's degree in finance or a related field and certifications like CFP or Series 7. Proficiency with financial planning software, CRM systems, and secure virtual communication tools is essential. Outstanding interpersonal skills, active listening, and self-motivation help build client trust and manage relationships remotely. These skills and qualities are crucial for delivering effective advice, maintaining compliance, and ensuring client satisfaction in a virtual environment.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.

Can a financial advisor work remotely?

Yes, many financial advisors work remotely, especially with the increased use of digital communication tools and financial planning software. Remote work allows advisors to serve clients virtually, often requiring certifications like the Series 7 or CFP and strong communication skills.

How can I make $100,000 a year working from home?

A remote financial advisor can earn $100,000 or more annually by building a strong client base, obtaining relevant certifications such as the CFP, and leveraging digital tools for client communication and financial planning. Increasing experience, specialization, and offering comprehensive services can also boost income potential while working remotely.

How do Remote Financial Advisors typically build and maintain client relationships without in-person meetings?

Remote Financial Advisors rely heavily on digital communication tools such as video calls, secure messaging, and client portals to foster strong relationships with their clients. Consistent follow-ups, personalized financial plans, and timely responses help build trust and rapport. Advisors often schedule regular virtual check-ins and provide educational resources to keep clients engaged and informed. While it can be challenging to establish the same level of personal connection as in face-to-face meetings, leveraging technology and demonstrating proactive support can lead to successful long-term client partnerships.

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

AspectRemote Financial AdvisorRemote Financial Planner
CertificationsCFP, CFA, or similarCFP, CFA, or similar
Work EnvironmentVirtual client meetings, online platformsVirtual client meetings, online platforms
Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, goal setting

Remote Financial Advisors and Remote Financial Planners often share certifications and work environments, focusing on virtual client interactions. While Advisors typically concentrate on investment strategies and portfolio management, Planners provide broader financial planning services. Both roles are integral to financial services and frequently searched together, but their primary focus distinguishes them within the industry.

What Does a Remote Financial Advisor Do?

As a remote financial advisor, your responsibilities revolve around helping people reach their financial goals. You assist clients with investment strategies that minimize risk and promote financial stability, develop and implement plans for managing assets, and provide advice and information to assist your client with decision making. Your duties include helping clients budget, save for college and retirement, and handle challenges like health and long-term care planning, estate management, and taxes. As a remote professional, you work from home, meeting with clients via phone or video conference, and sharing information and advice through email.

How much do remote financial advisors make?

Remote financial advisors typically earn between $60,000 and $100,000 annually, with experienced professionals and those managing larger client portfolios earning higher salaries. Compensation often includes base pay, commissions, and bonuses, and may vary based on certifications like CFP or CFA, as well as the firm size and client base.

What is a remote financial advisor?

A remote financial advisor is a professional who provides financial planning, investment advice, and wealth management services to clients via online platforms, phone calls, or video conferencing, rather than meeting in person. This role allows clients to receive expert financial guidance from anywhere, making it convenient and accessible. Remote financial advisors assess clients' financial situations, help set goals, and develop personalized strategies to manage finances, investments, retirement planning, and more.
What are the most commonly searched types of Financial Advisor jobs in Oregon? The most popular types of Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Remote Financial Advisor jobs? Cities in Oregon with the most Remote Financial Advisor job openings:
Infographic showing various Remote Financial Advisor job openings in Oregon as of July 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Contract. Highlights an 100% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.
Sr Financial Analyst, FP&A

Sr Financial Analyst, FP&A

AMSURG

Remote

$85K - $106K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


AmSurg rating

6.2

Company rating: 6.2 out of 10

Based on 24 frontline employees who took The Breakroom Quiz


Job description

Senior Financial Analyst, FP&A

Remote

Company Overview: AMSURG is an independent leader in ambulatory surgery center services, operating a network of more than 250 surgery centers nationwide. In partnership with physicians and health systems, the organization delivers high-quality care for patients across a diverse spectrum of medical specialties, including gastroenterology, ophthalmology and orthopedics. To learn more about AMSURG, visit www.amsurg.com.

POSITION SUMMARY:

The Senior Financial Analyst, FP&A role is a key support function providing strategic financial analysis to the Operations team overseeing surgery centers, regional and multi-site operational leadership, corporate departments across the AMSURG organization, and executive leadership. Through strong financial acumen, intellectual curiosity, proactive partnership with leaders, and the ability to identify opportunities without being directed, this role serves as a trusted advisor and key contributor to operational and financial performance.

Work Schedule: Remote

ESSENTIAL RESPONSIBILITIES:

  • Apply strong financial acumen, judgment, and intellectual curiosity to analyze and articulate key drivers of financial and operational performance across a full P&L and multi-entity environment
  • Partner with surgery center Operations teams, regional and multi-site leadership, corporate departments, and executive leadership to deliver strategic financial insights and decision support
  • Build financial models and perform complex, ad hoc analyses to support divisional, regional, and corporate initiatives
  • Proactively identify business challenges, emerging trends, and risks/opportunities, developing actionable, data-driven recommendations with limited direction
  • Exercise independent judgment in evaluating financial and operational issues, prioritizing competing demands, and recommending solutions
  • Navigate ambiguity and shifting priorities while delivering timely, high-quality analysis in a fast-paced environment
  • Lead high-impact analysis on business drivers, performance trends, and operational efficiencies utilizing both internal and external data sources
  • Support and influence the annual budgeting process and ongoing forecasting/projections across divisions and regions
  • Perform ROI analysis on capital investments and support decision-making for strategic growth initiatives
  • Analyze distributions, labor performance, and cost structures to identify and implement opportunities for improvement and cost optimization
  • Support preparation of monthly and quarterly financial and operating reviews for divisional and executive leadership
  • Contribute to company-wide initiatives including budgeting, rate strategy, labor analytics, and other key operational priorities
  • Collaborate cross-functionally to solve complex business problems and drive operational and financial performance
  • Demonstrate strong ownership, accountability, and a continuous improvement mindset
  • Other duties as assigned

QUALIFICATIONS: 

To perform this job successfully, an individual must be able to perform each essential responsibility satisfactorily.  The requirements listed below are representative of the knowledge, skills and/or abilities required.

  • Skills: Proficiency in Microsoft office suite of tools (excel, powerpoint); strong communication and leadership capabilities; financial acumen
  • Language Skills: Ability to understand, read, write, and speak English fluently
  • Other Qualifications: Must be able to handle multiple, simultaneous tasks effectively and efficiently while maintaining a professional, courteous manner.  Must be able to work well with others and proactively contribute to the team’s success.  Strong verbal and written communication skills required.  Must be detail oriented and organized.  High integrity, including maintenance of confidential information

Education/Experience:

  • Education: Bachelor's degree from Four-year College or university preferred; Finance / Economics background preferred
  • Experience: Three to (preferably) four years related experience and/or training including multi-entity and full P&L experience (preferably in a healthcare setting); or equivalent combination of education and experience

Employment at AMSURG: Living Our Values Every Day
At AMSURG, our values define who we are and how we serve our patients, partners, and each other. As a national leader in ambulatory surgery, we are committed to a culture of excellence, integrity, teamwork and caring deeply. Our values guide every decision, ensuring we continue to elevate healthcare and provide the highest quality care.
These guiding principles are the foundation of our culture and a guide to how we collaborate, innovate, and make a difference every day.

  • Care Deeply for those around us.
  • Cultivate Integrity to build trust.
  • Champion Excellence for continuous improvement
  • Celebrate Teamwork every step to the way.

Benefits:

To ensure we retain and invest in great people, AMSURG provides its employees with the benefits, recognition, training, and opportunities needed for professional growth. Our wide range of health and welfare benefits allow you to choose the right coverage for you and your family. AMSURG offers a variety of health and welfare benefit options to help protect your health and promote your wellbeing. Benefits offered include but are not limited to: Paid Time Off, Medical, Dental, Vision, Life, Disability, Healthcare FSA, Dependent Care FSA, Limited Healthcare FSA, FSAs for Transportation and Parking & HSAs, and a matching 401(K) Plan.

Paid Time Off:

AMSURG offers paid time off, 9 observed holidays, and paid family leave. You accrue Paid Time Off (PTO) each pay period and depending on your position and can earn a minimum of 20 days and up to 25 days per calendar year.

EOE Statement:

AMSURG is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age (40 or older), race, color, religion, gender, sex, national origin, pregnancy, sexual orientation, disability, genetic information or any other status protected under applicable federal, state, or local laws. We strive to also provide a disability inclusive application and interview process. If you are a candidate with a disability and require reasonable accommodation in order to submit an application, please contact us at: careers@amsurg.com. Please include your full name, the role you’re applying for and the accommodation necessary to assist you with the recruiting process. 

#LI-CH1

#LI-REMOTE


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