Financial Consultant
Portland, OR · On-site
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Portland, OR · On-site
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Portland, OR · On-site
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Portland, OR · On-site
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Portland, OR · On-site
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Department Overview This position serves as part of the OHSU Budgeting & Financial Planning team ... Strategic Financial Consultant - Clinical Contracts * Financial Expert for Institution wide ...
Eugene, OR · On-site
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
Eugene, OR · On-site
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
Eugene, OR · On-site
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
Eugene, OR · On-site
... planned and unexpected moments with the right financial services and insurance products. Our ... when a contract decision is made. COUNTRY Financial ® is the marketing name for the COUNTRY ...
Portland, OR · On-site
$58K - $93K/yr
If required by the contract, must be bilingual in English and Spanish. Be able to obtain a ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Portland, OR · On-site
$58K - $93K/yr
If required by the contract, must be bilingual in English and Spanish. Be able to obtain a ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
If required by the contract, must be bilingual in English and Spanish. Be able to obtain a ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
If required by the contract, must be bilingual in English and Spanish. Be able to obtain a ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
OR · On-site
$90K - $120K/yr
... financial planning accurate and timely, while also rolling up your sleeves on the harder strategic questions: capital allocation, value-based contract economics, ROI analyses, and the financial ...
OR · On-site
$90K - $120K/yr
... financial planning accurate and timely, while also rolling up your sleeves on the harder strategic questions: capital allocation, value-based contract economics, ROI analyses, and the financial ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
Gain exposure to proprietary planning software platforms * Engage in weekly coaching, training, and ... If offered to apply for approval of an intern contract to become a Northwestern Mutual College ...
$53.4K - $61.9K
2% of jobs
$61.9K - $70.5K
6% of jobs
$70.5K - $79.1K
13% of jobs
$80.8K is the 25th percentile. Wages below this are outliers.
$79.1K - $87.6K
18% of jobs
The median wage is $94.2K / yr.
$87.6K - $96.2K
14% of jobs
$96.2K - $104.7K
15% of jobs
$108.7K is the 75th percentile. Wages above this are outliers.
$104.7K - $113.3K
15% of jobs
$113.3K - $121.8K
4% of jobs
$121.8K - $130.4K
5% of jobs
$130.4K - $138.9K
4% of jobs
$138.9K - $147.5K
3% of jobs
$53.4K
$102.2K
$147.5K
To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.
As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.
A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

Full-time
Medical, Life, Retirement, PTO
Re-posted 10 days ago
8.1
Based on 95 frontline employees who took The Breakroom Quiz
160th of 617 rated colleges and universities
This position serves as part of the OHSU Budgeting & Financial Planning team, which is responsible for providing guidance, management and oversight for complex financial information.
Function/Duties of PositionInstitutional Strategic Financial Advisor
Strategic Financial Consultant - Clinical Contracts
Strategic Financial Consultant - Provider Productivity/Compensation
Strategic Financial Consultant - Human Resources
Other duties as assigned.
Required QualificationsAt least five years' experience in accounting or finance.
Skills and Abilities
Prior Academic Health Center specific experience performing analysis related to operational improvements and business cases.
This position is hybrid remote, working standard business hours (Monday-Friday, 8am-5pm PT). Candidates need to reside within 90 miles of OHSU's Marquam Hill Campus, and be able during regular business hours to be on campus within 2 hours' notice.
Benefits
Get the full story on Breakroom
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Oregon Health & Science University (OHSU) is a distinguished institution under the industry of higher education and healthcare, specifically in the field of medical science. Based in Portland, Oregon, US, it maintains a reputation for promoting research, teaching, patient care, and outreach. Established in 1887, OHSU has continually sought to redefine the parameters of healthcare delivery and biomedical discovery through its expansive catalog of programs and initiatives. A galvanizing mission drives OHSU: to improve the health and quality of life for all Oregonians through excellence, innovation, and leadership in health care, education, and research.
Colleges, universities, and professional schools
10,000+ Employees
Portland, OR, US
1887