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Financial Planner Jobs in Remote, OR (NOW HIRING)

InsuraTec

Sales Representative (Remote)

Roseburg, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

InsuraTec

Sales Representative (Remote)

Coos Bay, OR · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that ...

Embarc Advisors

Content Marketing Specialist

OR · On-site +1

$65K - $80K/yr

You will work with senior staff, mine their experience for insights, and translate technical corporate finance - M&A, working capital pegs, EBITDA adjustments, FP&A, LOI-to-close dynamics, 13-week ...

Embarc Advisors

Content Marketing Specialist

OR · Remote

$65K - $80K/yr

You will work with senior staff, mine their experience for insights, and translate technical corporate finance - M&A, working capital pegs, EBITDA adjustments, FP&A, LOI-to-close dynamics, 13-week ...

Lumen Technologies

Senior Planning Engineer

OR · Remote

$84K - $112K/yr

Supports Critical Infrastructure Planning and Engineering Teams as subject matter expert in ... financial wellbeing. We're able to answer any additional questions you may have about our bonus ...

LeafHome

Event Marketer

Roseburg, OR

$18/hr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee. To our customers, Live Comfortable, Live Safe and ...

LeafHome

Event Marketer

Roseburg, OR · On-site

$18/hr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Women's Committee. To our customers, Live Comfortable, Live Safe and ...

LeafHome

Event Marketer

Roseburg, OR · On-site

$18/hr

... financial planning, and counseling | Employee discount marketplace | Employee Resource Groups such as VetConnect, DEI Committee, Womens Committee. To our customers, Live Comfortable, Live Safe and ...

Koerber

Senior Project Manager

OR · Remote

You have strong financial and analytical acumen related to cost forecasting, budgeting, and resource planning * You have demonstrated commitment to maintaining high standards of safety and quality ...

Coquille Tribe

Senior Project Manager

Coos Bay, OR · On-site

$80 - $100/hr

The Senior Project Manager contributes to department-led intake, feasibility, and planning ... Maintains accountability for project financial performance by overseeing budget tracking ...

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Showing results 21-40

All JobsFinancial Planner JobsFinancial Planner Jobs in Remote, OR

Financial Planner information

See Remote, OR salary details

$50.5K

$96.6K

$139.4K

How much do financial planner jobs pay per year?

As of Sep 9, 2026, the average yearly pay for financial planner in Remote, OR is $96,586.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,900.00 and $101,900.00 per year, depending on experience, location, and employer.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.
More about Financial Planner jobs

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For Financial Planner jobs in Remote, OR, the most frequently searched job titles are:

What job categories do people searching Financial Planner jobs in Remote, OR look for?

The top searched job categories for Financial Planner jobs in Remote, OR are:

What cities near Remote, OR are hiring for Financial Planner jobs?

Cities near Remote, OR with the most Financial Planner job openings:

Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Remote, OR as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 71% Physical, 2% Hybrid, and 27% Remote job distribution, with an average salary of $96,586 per year, or $46.4 per hour.

Sales Representative (Remote)

Roseburg, OR • Remote

InsuraTec
Marketing • 11 - 50 employees
Learn more about InsuraTecexternal

Full-time

Re-posted 26 days ago

Job description

Location: 100% Remote (Work From Home)

About InsuraTec:

InsuraTec is a leading provider in financial planning and insurance services. We’re looking for driven individuals to join our team as Sales Representatives in a fully remote, flexible role that provides significant financial growth opportunities.

Key Responsibilities:

  • Account Management: Oversee client accounts to ensure high satisfaction and address needs promptly.
  • Client Relations: Develop and sustain strong client relationships, delivering customized solutions.
  • Client Retention: Foster client loyalty and maximize long-term client value.
  • Customer Support: Offer excellent support to resolve client inquiries and concerns.
  • Sales & Promotion: Market and sell life insurance products tailored to clients’ needs.
  • Sales Strategy: Plan and execute strategies to meet and surpass sales targets.
  • Lead Generation Support: Leverage provided marketing resources to generate leads.
  • Training Provided: Comprehensive training to help you obtain a life insurance license and sharpen sales skills.
  • Underwriting Collaboration: Work closely with underwriting to facilitate smooth policy issuance.
  • Remote Flexibility: Enjoy the freedom to work from home on your schedule.
  • Work-Life Balance: Achieve balance with our flexible hours.

Qualifications:

  • Entry-Level Friendly: No prior experience needed; we offer full training.
  • Self-Motivated: Must be highly driven and proactive in achieving goals.
  • Commission-Based: Earnings are based on performance, offering unlimited income potential.
  • No Cold Calling or Door-to-Door: Sales are inbound-focused with no cold calling or door-to-door.
  • Transparent & Inclusive: Commitment to integrity, transparency, and inclusivity in all interactions.
  • Relentless & Goal-Oriented: A determined attitude toward meeting and exceeding targets.
  • Self-Paced & Virtual: Control your career growth at your own pace with maximum flexibility.
  • Financial Services: Gain a foothold in the financial services industry, providing essential solutions to clients.
  • Full-Time Commitment: This is a full-time opportunity for those ready to commit to a career of growth and achievement.

If you’re looking to build a rewarding career with unlimited growth potential, and you have the drive to succeed, apply now to join InsuraTec Services Group. We are committed to supporting your personal and professional growth every step of the way.

InsuraTec is an Equal Opportunity Employer: We celebrate diversity and are dedicated to creating an inclusive environment for all employees.

Apply