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Financial analyst Jobs in Eugene, OR

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Financial analyst • eugene or

Last updated: 5 days ago

Remote Financial Advisor (CFA or CFP)

Micro1Eugene, Oregon, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

Financial Consultant, Financial Advisor

WealthBridge Financial GroupEugene, OR, US
Full-time
Quick Apply

WealthBridge Financial Group is seeking a results-oriented .In this position, you will engage with clients to understand their financial objectives and provide them with ta... Show more

Financial Counselor - Patient Registration

McKenzie-Willamette Medical CenterSpringfield, OR, United States
$18.28 hourly
Full-time

Financial Counselor - Patient Registration.McKenzie-Willamette Medical Center is your community medical provider, serving the Willamette Valley and its residents.Our 113-bed hospital offers inpatie... Show more

Voya Financial Advisor Eugene

Voya Financial AdvisorsEugene, OR, United States
Full-time

Financial Professional Opportunity.Financial Professional to join our team in the greater Eugene area to work plan sponsor relationships, including government, retail and private.This position will... Show more

Enterprise Risk Analyst II

SELCOSpringfield, OR, United States
$34.30 hourly
Full-time

This position will report onsite to the Corporate Headquarters location in Springfield, Oregon and is possibly eligible for a hybrid onsite and remote work arrangement for those who meet the progra... Show more

CIC Analyst

MaximusEugene, US
$40,000.00 yearly
Full-time

Maximus TCS (Technology and Consulting Services) Internal Job Profile Code: TCS217, T1, Band 4 Job-Specific Essential Duties and Responsibilities: - Perform continuous monitoring of e... Show more

Financial Analyst, Senior

Lane County GovernmentEugene, OR, US
Full-time

About this Position As a Financial Analyst, Senior with Lane County, you'll play a critical role in ensuring the financial integrity, accountability, and transparency of one of Oregon's largest loc... Show more

 • Promoted

Director Financial Planning and Analysis

Roseburg Forest Products Co.Springfield, OR, US
Full-time

Purpose The Director of Financial Planning and Analysis (FP&A) leads the development, analysis, and reporting of financial plans to support strategic decision-making at Roseburg Forest Products.Thi... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1Eugene, Oregon, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Financial Analyst

City of Eugene, OREugene, OR, United States
$42.04 hourly
Full-time

The City of Eugene's Finance Division is excited to announce an opening for a Financial Analyst!.Join our Budget and Analysis team, where you'll collaborate with dedicated professionals who support... Show more

Financial Solutions Advisor- Williamette Valley

Bank of AmericaEugene, OR, United States
Full-time

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for o... Show more

Commercial Credit Analyst

Summit BankEugene, OR, United States
Full-time

Associate Business Client Advisor (Credit Analyst).Reports To: Troy Reichenberger, Commercial Banking Team Leader.Shift: Monday Friday 8:30am 5:30pm.Our Associate Business Client Advisors operate... Show more

Actuarial Analyst - Commercial Lines - REMOTE

Work At Home Vintage ExpertsEugene, OR, US
Remote
Full-time +2
Quick Apply

Put your Insurance Experience to work – FROM HOME!.Our unique platform provides you with.WHAT YOU’LL LOVE ABOUT WAHVE.We created a welcoming place to work with friendly and professional... Show more

Sr. Financial Analyst, Biosciences Operations

Thermo FisherEugene, OR, United States
Full-time

Senior Finance Analyst, Biosciences Operations.This dynamic Senior Finance Analyst, Biosciences Operations will lead key financial planning and analysis activities for the Biosciences division.This... Show more

Financial Advisor - Eugene, OR

COUNTRY FinancialEugene, OR, United States
Full-time

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insura... Show more

Director Financial Planning and Analysis

Roseburg Forest ProductsSpringfield, OR, United States
Full-time

Location: 3660 Gateway Street, Springfield, OR, 97477, United States.Required Degree: 4 Year Degree.Contact: Roseburg Forest Products. Show more

Rental Operations & Lien Analyst

The Pape Group, Inc.Eugene, OR, United States
$26.00 hourly
Full-time

Rental Operations & Lien Analyst.Job Category: Administrative Requisition Number: RENTA029735.C & F - Corporate 355 Goodpasture Island Rd Suite 300 Eugene, OR 97401, USA.CONSTRUCTION & FORESTRY DIV... Show more

Manufacturing Planner/Analyst

The Willamette Valley CompanyEugene, OR, United States
Full-time

PRE?TEC, a division of The Willamette Valley Company, is a leading engineered solutions provider specializing in turnkey liquid dispensing and robotics systems.We combine multi?axis robotic arms, c... Show more

Remote Personal Financial Advisor (Private Wealth)

Micro1River Road, Oregon, US
$80.00 hourly
Remote
Full-time

Personal Financial Advisor (Private Wealth).Certified Financial Advisor (CFA).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowl... Show more

Remote Financial Analyst - AI Trainer ($50-$60 per hour)

Data AnnotationSanta Clara, Oregon
$50.00 hourly
Remote
Full-time

DataAnnotation is committed to creating high-quality AI.Enjoy the flexibility of remote work and the freedom to set your own schedule.This is an opportunity to work with us as an independent contra... Show more

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Remote Financial Advisor (CFA or CFP)

Remote Financial Advisor (CFA or CFP)

Micro1Eugene, Oregon, US
29 days ago
Job type
  • Full-time
  • Remote
Job description
Financial Advisor (CFA or CFP)

Required Skills

financial planningbudgetingretirement planningdebt managementrisk managementcfp certificationcompliancewritten communicationverbal communicationclient relationship managementfinancial problem-solvingfiduciary standardholistic financial coachingmentoringworkflow/process development

About micro1

micro1 is the leading AI data lab for training frontier models and evaluating AI agents. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more. micro1 transforms that real-world expertise into high-quality training data, evaluations, and feedback loops that improve how AI systems learn, reason, and perform.

Our platform identifies and vets top talent through an AI recruiter, enabling high-quality expert contributions at scale. We aim to enable 1 billion people to do meaningful work by applying their expertise to AI. As our global expert network grows, micro1 is building the human intelligence layer for frontier AI.

Job Title: Financial Advisor (CFA or CFP)


Job Type: Contractor - US ONLY


Location: Remote


Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.


Key Responsibilities:

  1. Evaluate and review realistic advisory scenarios involving budgets, emergency funds, debt management, retirement planning, and investment decisions tailored to mainstream households.
  2. Assess AI-generated recommendations for suitability, clarity, compliance, and actionable practicality for W-2 earners and middle-income families.
  3. Document how actual advisor-client conversations unfold, including prioritizing goals, discussing tradeoffs, and walking clients through decision points.
  4. Detail decision rules, rules of thumb, and benchmarks commonly used in practice (e.g., cash reserve targets, debt payoff sequencing, retirement savings rates).
  5. Deliver clear, plain-language written feedback to enhance AI explanations, next steps, and client communication.
  6. Identify and flag compliance or risk issues, emphasizing a fiduciary, client-first approach and appropriate referral scenarios (CPA, attorney, insurance).
  7. Contribute to the development of workflows and processes that reflect best practices in everyday personal finance advising.


Required Skills and Qualifications:

  1. 3+ years of hands-on, client-facing experience providing holistic financial planning to mainstream households in roles such as Financial Advisor, Wealth Advisor, or Personal Financial Consultant.
  2. Expertise in budgeting, cash flow analysis, debt management, retirement savings strategies, college planning, and basic risk management (insurance needs analysis).
  3. CFP® certification strongly preferred (or CFP exam passed with substantial relevant experience); CFA, ChFC, or similar planning credentials considered with strong mainstream client work.
  4. Exceptional written and verbal communication skills, with a talent for breaking down complex topics for non-experts.
  5. Demonstrated commitment to fiduciary standards, compliance, and high-integrity client service.
  6. Experience mentoring others, developing workflows, or standardizing planning processes.
  7. Comfort working asynchronously and independently in a remote setting.


Preferred Qualifications:

  1. Prior experience in roles blending financial planning and ongoing coaching, such as workplace financial consultant or advisor at national firms.
  2. Background designing or improving standardized planning processes or digital advisory journeys.
  3. Familiarity with personal finance apps, digital advice platforms, or AI-driven tools and a strong interest in innovation within the advisory space.