Boly:Welch
Join to apply for the
Financial Planning Analyst
role at
Boly:Welch Join to apply for the
Financial Planning Analyst
role at
Boly:Welch Get AI-powered advice on this job and more exclusive features. 1+ years of experience in financial services required Your New Role Step into a client-focused role where strong communication, organization, and analytical thinking come together to support long-term financial success. This firm is looking for a Financial Planning Analyst who can build trust, manage complex details, and help ensure clients feel informed and care for every step of the way. In this role, you’ll manage and refresh client profiles, support meeting preparation, and assist with financial transactions and client communications. Your ability to assess priorities, manage time effectively, and solve problems as they arise will be essential – not just for staying ahead of the day-to-day, but for supporting long-term client relationships. This team is looking for someone who brings structure to their work, clarity to their communication, and a sense of calm to busy days. If you’re a natural problem-solver who enjoys staying two steps ahead, this could be the perfect next step in your financial services career. This is a fully onsite role, and yes – free parking is included. Your New Organization This established and growing financial services firm offers clear pathways for internal advancement and professional development. The team takes morale seriously, fostering a workplace culture that balances hard work with connection – think shared lunches, occasional happy hours, and a supportive environment that values both your contributions and your growth. Benefits here include a 401(k) with match, health insurance, PTO, and a flexible schedule. Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity. Interested in seeing more positions like this? Click here. Please Note Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role. We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application! Local candidates are strongly encouraged to apply! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Boly:Welch by 2x Inferred from the description for this job
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Financial Planning Analyst
role at
Boly:Welch Join to apply for the
Financial Planning Analyst
role at
Boly:Welch Get AI-powered advice on this job and more exclusive features. 1+ years of experience in financial services required Your New Role Step into a client-focused role where strong communication, organization, and analytical thinking come together to support long-term financial success. This firm is looking for a Financial Planning Analyst who can build trust, manage complex details, and help ensure clients feel informed and care for every step of the way. In this role, you’ll manage and refresh client profiles, support meeting preparation, and assist with financial transactions and client communications. Your ability to assess priorities, manage time effectively, and solve problems as they arise will be essential – not just for staying ahead of the day-to-day, but for supporting long-term client relationships. This team is looking for someone who brings structure to their work, clarity to their communication, and a sense of calm to busy days. If you’re a natural problem-solver who enjoys staying two steps ahead, this could be the perfect next step in your financial services career. This is a fully onsite role, and yes – free parking is included. Your New Organization This established and growing financial services firm offers clear pathways for internal advancement and professional development. The team takes morale seriously, fostering a workplace culture that balances hard work with connection – think shared lunches, occasional happy hours, and a supportive environment that values both your contributions and your growth. Benefits here include a 401(k) with match, health insurance, PTO, and a flexible schedule. Our goal is to pair talented people with amazing job opportunities. In submitting your application, you’ll be considered for this and other positions with Boly:Welch. Click the apply button to get started. Already a Boly:Welch candidate? Please connect directly with your recruiter to discuss this opportunity. Interested in seeing more positions like this? Click here. Please Note Boly:Welch is a full-service recruiting and executive search agency representing a Boly:Welch partner in this search. As talent advisors, we will be the liaison between our partner and yourself during the recruitment process. You will directly join our partner client’s team if they select you as the successful candidate for this role. We do not use AI to read resumes at Boly:Welch; every resume is reviewed by a member of our team to ensure we engage in an equitable and human hiring process. We look forward to seeing your application! Local candidates are strongly encouraged to apply! Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Referrals increase your chances of interviewing at Boly:Welch by 2x Inferred from the description for this job
Medical insurance 401(k) Get notified about new Financial Planning Analyst jobs in
Lake Oswego, OR . Portland, OR $80,250.00-$117,750.00 1 week ago Portland, Oregon Metropolitan Area 2 weeks ago Construction Surety Underwriter/Financial Analyst
Lake Oswego, OR $87,400.00-$144,400.00 3 weeks ago Assistant Controller - Financial Reporting
Beaverton, OR $120,000.00-$145,000.00 6 days ago Financial Services - Consulting - Guidewire - Business Analyst - Senior
Portland, OR $101,500.00-$186,000.00 6 days ago Tigard, OR $120,000.00-$150,000.00 1 week ago Financial Services - Global Compliance and Reporting - Real estate -Tax Senior Analyst-EDGE
Portland, OR $70,300.00-$115,900.00 1 week ago Business Analyst, AWS Elemental Media Services
Portland, OR $136,100.00-$235,200.00 1 week ago Cards Business Analyst - C71789 5.2 Beaverton, OR
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Portland, OR $59,562.00-$89,057.00 5 months ago Portland, OR $60,000.00-$75,000.00 4 days ago Portland, OR $85,000.00-$90,000.00 5 days ago Portland, OR $108,441.00-$112,000.00 5 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr