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Schnitzer Properties

Portland, Oregon

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Energy Trust of Oregon

Oregon

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Oregon Tech

Klamath Falls, Oregon

Oregon Tech

Klamath Falls, Oregon

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Eclaire Health

Gresham, Oregon

Department of Consumer & Business Services

Salem, Oregon

WEST SLOPE WATER DISTRICT

PORTLAND, Oregon

Active Tax & Accounting LLC

McMinnville, Oregon

City of Coquille, Oregon

Coquille, Oregon

Network for Oregon Affordable Housing (NOAH)

Portland, Oregon

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Wilken & Company, P.C., CPAs

PORTLAND, Oregon

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Tampa General Hospital

Tampa, Florida

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Lowry Rhoads Associates (Executive Search Firm)

Billerica, Massachusetts

Blue Shield of California

Oakland , California

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Vigilant Capital Management

Portsmouth, New Hampshire

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TrustCore Financial Services

Brentwood, Tennessee

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Fineman CPA Group

Canton, Massachusetts

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G1 Partners, LLC

Park Ridge, Illinois

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Illinois Marine Towing

Joliet, Illinois

WSDD CPAs, Ltd.

Chicago, Illinois

Spertus Institute

Chicago, Illinois

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Associate Financial Planner (CPA Preferred)
About CLS Financial CLS Financial Advisors is a wealth management firm that believes in authentic relationships and a commitment to people. We are a boutique financial planning and investment management firm located in Portland, OR and we strive to be the primary trusted source of financial advice for our clients. We specialize in financial planning with a strong tax focus because we believe that it is difficult to provide excellent financial advice without being fluent in the tax impacts. We are fee-only fiduciaries for our clients, and what gets us up in the morning is knowing that the care and expertise we bring to our work improves our clients’ lives.  About The Work We are looking for an associate financial planner to join our team. We hop


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Office: 10206 SW Laurel Street, Beaverton, OR 97005

Mailing: PO Box 4555, Beaverton, OR 97076 | Main: 503-641-7200 | Fax: 503-626-2942