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Financial Planning Associate — Wealth Advisory
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-01-11
Listing for:
The Mather Group, LLC
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Analyst
Job Description & How to Apply Below
A financial services firm seeks a detail-oriented Financial Planning Associate to support their wealth management team. The ideal candidate will utilize strong analytical skills and client-focused strategies to develop financial plans, assist in client meetings, and ensure data accuracy across systems like Salesforce and Money Guide Pro . This full-time position offers a competitive salary and benefits including medical insurance, 401(k), and tuition assistance.
Opportunity to pursue the CFP designation is available.
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Position Requirements
10+ Years
work experience
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