Financial Consultant
Gresham, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Gresham, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Gresham, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Portland, OR · On-site
$80 - $100/hr
PTO and Company Paid Holidays Required Skills, Experience & Education: * Bachelor degree in Accounting or Finance; Accounting preferred. * 3+ years public accounting or GL accounting experience; CPA ...
Portland, OR · On-site
$80 - $100/hr
PTO and Company Paid Holidays Required Skills, Experience & Education: * Bachelor degree in Accounting or Finance; Accounting preferred. * 3+ years public accounting or GL accounting experience; CPA ...
Lake Oswego, OR · On-site
$78K - $104K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Quick apply
Lake Oswego, OR · On-site
$78K - $104K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Portland, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Portland, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Gresham, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Gresham, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Portland, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Portland, OR · Hybrid
Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach. Your journey will ...
Lake Oswego, OR · On-site
$78K - $104K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Lake Oswego, OR · On-site
$78K - $104K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Salem, OR · On-site
$76K - $102K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Quick apply
Salem, OR · On-site
$76K - $102K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Lake Oswego, OR · On-site
$80K - $105K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Lake Oswego, OR · On-site
$80K - $105K/yr
The ideal candidate is a technically strong financial planning professional with strong analytical ... Strong understanding of cash flow scenarios, education funding strategies, equity compensation ...
Portland, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · Hybrid
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Gresham, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Bend, OR · On-site
$22.30 - $30.11/hr
This includes insurance verification, benefit education, cost estimation, preauthorization, and connection to assistance programs in alignment with best practice standards. The Financial Advocate ...
Bend, OR · On-site
$22.30 - $30.11/hr
This includes insurance verification, benefit education, cost estimation, preauthorization, and connection to assistance programs in alignment with best practice standards. The Financial Advocate ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Portland, OR · On-site
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose ...
$10.67 - $13.61
4% of jobs
$13.61 - $16.54
13% of jobs
$17.77 is the 25th percentile. Wages below this are outliers.
$16.54 - $19.48
19% of jobs
The median wage is $21.21 / hr.
$19.48 - $22.41
23% of jobs
$24.91 is the 75th percentile. Wages above this are outliers.
$22.41 - $25.35
18% of jobs
$25.35 - $28.28
7% of jobs
$28.28 - $31.21
6% of jobs
$31.21 - $34.15
4% of jobs
$34.15 - $37.08
2% of jobs
$37.08 - $40.02
1% of jobs
$40.02 - $42.95
1% of jobs
$10
$23
$42
A Financial Educator teaches individuals and groups about personal finance topics such as budgeting, saving, investing, debt management, and retirement planning. They may work for schools, nonprofits, financial institutions, or as independent consultants. Their goal is to improve financial literacy and help people make informed financial decisions. Financial Educators often create workshops, instructional materials, and one-on-one coaching sessions to empower others with financial knowledge.
A typical day for a Financial Educator involves designing and delivering financial workshops, one-on-one counseling sessions, or webinars tailored to individuals’ or groups’ needs. They often collaborate with other educators, program coordinators, or financial professionals to develop curriculum, assess participant progress, and refine educational materials. Regular communication with clients or audiences is essential, along with tracking outcomes and staying updated on industry trends. This role blends independent planning with teamwork, making it dynamic and highly interactive within an educational or organizational setting.
To thrive as a Financial Educator, you need a solid understanding of financial concepts, educational techniques, and personal finance, often supported by degrees in finance, economics, education, or related certifications like AFC® or CFP®. Familiarity with tools such as budgeting software, presentation platforms, and online learning management systems is vital. Strong communication, active listening, and the ability to simplify complex information are standout soft skills in this field. These abilities are crucial for effectively conveying financial knowledge and empowering diverse audiences to make informed financial decisions.
The most popular types of Financial Educator jobs in Oregon are:
For Financial Educator jobs in Oregon, the most frequently searched job titles are:
The top searched job categories for Financial Educator jobs in Oregon are:
Cities in Oregon with the most Financial Educator job openings:

Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 13 days ago
8.5
Based on 15 frontline employees who took The Breakroom Quiz
Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor – Wealthbuilder role.
The Opportunity:
The Investment Counselor – Wealthbuilder opportunity is designed to prepare qualified candidates for a lifelong career in the financial services industry. Through our specialized training, Fisher Investments offers an elevated finance and capital markets education program building a foundation and understanding of our unique approach.
Your journey will begin by obtaining the Series 65, where you will receive hands-on training from our dedicated training team. Once you have obtained the necessary license, the training doesn’t stop there. You will work directly with your assigned mentor to further develop an understanding of the technology and platforms we use and how we service our clients.
This role is a jumping off point to a licensed service role within our Private Client Group. As you progress, and hit important milestones within the first two years, the opportunity for additional responsibilities will grow including the potential to work your way up to our Premier Wealth Management team where you will manage your own roster of our high-net-worth clients.
The Day-to-Day:
Your Qualifications:
Compensation:
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Get the full story on Breakroom
Sourced by ZipRecruiter
Commercial banking and finance and insurance
1,001 - 5,000 Employees
Camas, WA, US