Finance Jobs in Bend, OR

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1mo ago

Financial Planning Associate

Raymond James Financial, Inc. Bend, OR

Bend, OR

1mo ago Closed

Full time Advisor Analytical Skills Client Relations

This position is no longer accepting applications (closed Jul 26, 2026).

Job Description

The Financial Planning Associate supports advisors in delivering thorough financial planning and wealth management, handling client service, research, and plan implementation on site in Bend, Oregon.

Responsibilities

Assist with account opening
Assist with transfers
Assist with maintenance
Support advisors with research
Support advisors with data entry
Support advisors with plan implementation
Maintain CRM records and ensure compliance
Partner with Financial Advisor to review clients’ current portfolio design
Understand client goals
Enter client data
Conduct financial analysis
Evaluate overall individual and employer-based retirement needs
Research various options
Recommend planning alternatives
Perform detailed document reviews
Analyze client information and situations across the financial planning spectrum to develop a plan
Research information as necessary on a case-by-case basis
Prepare files for meetings with existing and new clients
Prepare communications with new clients
Prepare communications with existing clients
Coordinate and follow through on any needed communication with new or existing clients
Respond to client questions by telephone
Respond to client questions by email
Respond to client questions during occasional personal visits
Conduct research related to basic income tax questions
Conduct research related to estate planning
Conduct research related to other legal issues
Request guidance when appropriate
May participate in client presentations
May open customer accounts
May transfer customer accounts
May close customer accounts
Maintain appropriate account records
May obtain and verify the client’s purchase and sale instructions
Enter orders
Follow up on completion of transactions
Ensure firm and regulatory policies are followed within compliance standards
Perform other duties and responsibilities as assigned

Requirements

Bachelor’s degree in a related field and three years’ experience in the financial services industry with an emphasis on financial, retirement and estate planning field or in marketing these services
An equivalent combination of experience, education and/or training as approved by Human Resources
SIE required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Technologies

CRM software
Microsoft Suite
Financial Planning software

Benefits

Medical, dental, and vision
Life insurance
Critical illness insurance
Accident insurance
Disability benefits
Retirement savings
Paid time off including vacation, holidays, and sick leave
Parental leave

Education

Bachelor’s degree in Finance

Work Experience

General experience ranges from 13 months to 3 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Licenses

Securities Industry Essentials Exam (SIE) required provided that an exemption or grandfathering cannot be applied
Series 7
Series 63, 65 and/or 66 as required by state or ability to obtain within six months

Travel

Less than 25%

Work Style

Resident

Location

This position is 100% onsite in Bend, OR

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