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Financial Educator Jobs in Oregon (NOW HIRING)

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Showing results 41-60

Financial Educator information

See Oregon salary details

$10

$23

$42

How much do financial educator jobs pay per hour?

As of Sep 8, 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:

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 Consultant

Fisher Investments

Gresham, OR • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago


Fisher Investments rating

8.5

Company rating: 8.5 out of 10

Based on 15 frontline employees who took The Breakroom Quiz


Job description

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:

  • Work collaboratively with your team, serving clients at a team level while being the liaison between our Investment Policy Committee (IPC) and our US clients
  • Connect with clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals
  • Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events
  • Respond and manage client communication while working directly with internal departments to fulfill client operational requests

Your Qualifications:

  • 1+ years of experience in an Operational, Administrative, Client-Facing, or Finance setting
  • Bachelor’s degree or equivalent combination of education and experience required
  • Required to pass the Series 65 (we provide robust training and support once you start)
  • A thoughtful consultative approach with an emphasis on client focus

Compensation:

  • $80,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience.
  • Eligible for a discretionary bonus based on firm and individual performance

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:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays 
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER


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