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Financial Educator Jobs in Portland, OR (NOW HIRING)

Department of Justice

Financial Specialist

Portland, OR · On-site

$52K/yr

Education: A master's or equivalent graduate degree in an accredited or pre-accredited college or ... Management, Finance, Accounting, etc. (Note: You must attach a copy of your transcripts.) OR C.

Everest Consultants, Inc.

Financial Analyst

Vancouver, WA · On-site

$31.98 - $34.96/hr

Education & Corresponding Experience Bachelor of Science Degree in Finance, Economics, Statistics, Accounting, Business Mathematics or a closely related technical field is preferred. 6 months of ...

New

Catholic Charities of Oregon

Financial Analyst

Portland, OR · On-site

$33.17 - $34.62/hr

... educational goals, and to support their physical and social well-being. Catholic Charities is the ... The Financial Analyst is responsible for assisting with budgets, forecasts and financial reporting ...

Fisher Investments

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 ...

Moda Health

Financial Accountant

Portland, OR · Remote

$80K - $105K/yr

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 ...

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How much do financial educator jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for financial educator in Portland, OR is $23.71, 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 popular job titles related to Financial Educator jobs in Portland, OR?

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

What job categories do people searching Financial Educator jobs in Portland, OR look for?

The top searched job categories for Financial Educator jobs in Portland, OR are:

Financial Educator jobs near you
Infographic showing various Financial Educator job openings in Portland, OR as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $49,449 per year, or $23.8 per hour.

Director, Financial Planning

Edelman Financial Engines, LLC

Portland, OR • On-site

$125K - $350K/yr

Full-time

Medical, Dental, Retirement

Re-posted 16 days ago

Edelman Financial Engines rating

9.2

Company rating: 9.2 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

As a Senior Financial Advisor, you'll provide objective, fee-based advice and asset management, with an aim to help our clients build a better financial future. We are a fiduciary and neither the firm nor our advisors seek or accept financial incentives, commissions or third-party compensation for any of the investments or recommendations we offer our clients. In addition, you will engage in NO marketing activities. Your role will be to serve the client's best interests, providing outstanding financial advice to those who request it. You'll receive continuing advisor education on topics vital to our clients. You'll have a dedicated team of Client Service Managers and innovative retirement planning tools and software, to help you deliver the right advice to your clients. 

We are looking for an experienced Financial Advisor with a consistent track record of effectively serving clients and able to run a growing practice ultimately helping our clients achieve their financial goals. If you can effectively evaluate client situations, analyze their needs, develop and present a compelling set of recommendations, and establish effective relationships, this may be the opportunity for you!

Responsibilities:

  • Serve the client's best interests, providing outstanding financial advice guidance
  • Effectively evaluate client situations and analyze their needs
  • Develop and present a compelling set of recommendations
  • Adept at building positive relationships with clients
  • Skilled at influencing clients to improve their financial well-being

Requirements:

  • Direct client-facing experience in a fee-based wealth management or planning role
  • Results driven approach with a consistent track record to form relationships
  • Desire for role with base salary, performance-based compensation and growing earnings potential
  • Must possess an active Series 65
  • Must possess an active Health and Life Insurance license or will be required to obtain it within the first three months of employment
  • A Clean U-4
  • A Certified Financial Planner (CFP) or other certification is desired but not required

Edelman Financial Engines takes a market-based approach to pay. The anticipated total target cash range for this role is $125,000 - $350,000, comprised of base salary and bonus. Your bonus potential is directly linked to your performance and success in growing sales and client relationships. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

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