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Financial Educator Jobs in Oregon (NOW HIRING)

Aldrich

Financial Planner

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 ...

Aldrich

Financial Planner

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 ...

Aldrich Wealth LP

Financial Planner

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 ...

Aldrich

Financial Planner

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 ...

Inizio Engage

Bilingual Virtual Clinical Educator

OR · On-site

$81K - $150K/yr

... financially: * Competitive pay that recognizes your experience, expertise, and impact ... Clinical Educator identifies, supports, and communicates unique educational opportunities for ...

New

Stcharles

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 ...

St. Charles Health System

Financial Advocate

Bend, OR · On-site

$21.86 - $29.52/hr

Cancer Center Financial Advocate REPORTS TO POSITION: Operations Manager DEPARTMENT: Cancer Center ... EDUCATION: Required: High school diploma or GED. Preferred: Two years of college or technical ...

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Financial Educator information

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How much do financial educator jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for financial educator in Oregon is $23.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $25.91 per hour, depending on experience, location, and employer.

What is a financial educator?

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.

What does a financial educator do?

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.

What are the key skills and qualifications needed to thrive as a financial educator?

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.

How to become a financial educator?

To become a financial educator, individuals typically need a bachelor's degree in finance, economics, or a related field, along with strong communication skills. Gaining experience in financial planning or advising and obtaining relevant certifications, such as the Certified Financial Education Instructor (CFEI), can enhance credibility and job prospects.

What are the most commonly searched types of Financial Educator jobs in Oregon?

The most popular types of Financial Educator jobs in Oregon are:

What are popular job titles related to Financial Educator jobs in Oregon?

For Financial Educator jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Financial Educator jobs in Oregon look for?

The top searched job categories for Financial Educator jobs in Oregon are:

What cities in Oregon are hiring for Financial Educator jobs?

Cities in Oregon with the most Financial Educator job openings:

Financial Educator jobs near you
Infographic showing various Financial Educator job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $49,299 per year, or $23.7 per hour.

Financial Planner

Aldrich

Lake Oswego, OR • On-site

$80K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

Job description

Job Type
Full-time
Description
We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.
The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success.
This role works closely with advisors and clients throughout the financial planning process, including gathering client information, developing comprehensive plans, and participating in the presentation of recommendations. The role has meaningful client interaction, but the Financial Planner does not own client relationships or a book of business.
Why Aldrich Wealth
Aldrich Wealth is an independent registered investment advisor (RIA) where talented professionals can build their careers in a collaborative, high-performing environment. We serve high-net-worth individuals and corporate retirement plans through a thoughtful, holistic approach to wealth management and fiduciary responsibility. We are proud to be recognized as a Best Place to Work in our Oregon and California regions. With approximately $7 billion in assets under management, we offer the strength and stability of an established firm along with the opportunity to contribute to its continued growth.
At Aldrich Wealth, we believe an exceptional client experience begins with an exceptional team. We are committed to fostering an environment where employees are supported in their professional growth, encouraged to contribute to continuous improvement, and valued for the expertise, professionalism, and care they bring to their work.
Check out more about Aldrich at https://wealthadvisors.com/.
Requirements
You'll Get a Chance To
  • Develop customized, comprehensive financial plans designed to help clients achieve their goals.
  • Work directly with clients to gather information and present financial plans.
  • Build rapport with clients and potential clients with the goal of building a lasting relationship.
  • Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
  • Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
  • Advance the utilization of the financial planning software(s) and other technologies.
  • Career progression within this role focuses on continued growth as a Financial Planner, including deepening technical expertise, expanding planning capabilities, and taking on greater complexity and responsibility, rather than progression into an Advisor role.

What You Bring to the Team
  • Minimum of 3 years of experience in financial planning
  • Bachelor's degree from an accredited college or university
  • Experience with a financial planning software
  • CFP® or PFS designation or in the process of obtaining
  • Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios
  • Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney
  • Excellent analytical, strategic thinking and problem-solving skills

How We'll Reward You
At Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
  • Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
  • Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
  • Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
  • You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual salary.
For a full summary of our benefit offerings, check out Life at Aldrich here .
What You Should Know
This is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.
To Apply
Submit your resume describing how you meet the minimum qualifications and desired attributes.
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Salary Description
$80,000-$105,000

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