2

Part Time Financial Advisor Jobs in Oregon (NOW HIRING)

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

Showing results 21-40

Part Time Financial Advisor information

See Oregon salary details

$38.1K

$108K

$152.2K

How much do part time financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for part time financial advisor in Oregon is $107,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,300.00 and $138,500.00 per year, depending on experience, location, and employer.

Can I become a part time financial advisor at 40?

Part time financial advisor roles are available to individuals of any age, including at 40, provided they meet licensing requirements such as passing the Series 7 and Series 66 exams and have relevant skills in finance and client management. Age is generally not a barrier, and experience can be an asset in this profession.

What is the difference between Part Time Financial Advisor vs Part Time Financial Planner?

AspectPart Time Financial AdvisorPart Time Financial Planner
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, consulting
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Search & Comparison IntentYesYes

Both Part Time Financial Advisor and Part Time Financial Planner roles require similar certifications like CFP and Series 7. They often work in financial firms or independently within the wealth management industry. The main difference lies in terminology; 'Financial Advisor' is a broader term, while 'Financial Planner' emphasizes comprehensive financial planning services. Both roles are commonly searched for by individuals seeking part-time financial guidance.

What are the key skills and qualifications needed to thrive as a part time financial advisor?

To thrive as a Part Time Financial Advisor, you need strong analytical skills, financial expertise, and typically a bachelor's degree in finance or a related field, along with relevant certifications such as CFP or Series 7. Familiarity with financial planning software, CRM platforms, and investment analysis tools is crucial. Outstanding interpersonal communication, integrity, and the ability to build client trust are important soft skills in this role. These competencies enable advisors to deliver accurate, personalized financial guidance and maintain long-term client relationships, even on a part-time basis.

How do part time financial advisors typically manage client relationships given their reduced hours?

Part-time financial advisors often use strategic scheduling and digital tools to stay responsive and accessible to their clients. They may prioritize regular check-ins, leverage client management software, and set clear expectations regarding their availability. Collaborating closely with full-time team members or support staff can also help ensure that clients receive timely service and advice. This approach allows part-time advisors to maintain strong client relationships while effectively balancing their workload.

Can a part time financial advisor work part-time?

Yes, a part time financial advisor typically works fewer hours than a full-time advisor, often on a flexible schedule that can be tailored to their availability. Many firms allow part time advisors to serve clients and earn commissions or fees, provided they meet licensing and certification requirements.

What does a part time financial advisor do?

A part time financial advisor helps clients manage their finances, including investments, retirement planning, and budgeting, while working fewer hours than a full-time advisor. They may work with individual clients or small businesses, offering personalized advice based on financial goals and current market conditions. Part time financial advisors often have flexible schedules and may work independently or with a financial services firm. Their responsibilities can include assessing client needs, recommending financial products, and helping clients make informed financial decisions.

Can you be a part time financial advisor as a side hustle?

Part time financial advisors can often work flexible hours and may take on clients outside of full-time employment, making it feasible to pursue as a side hustle. However, they must ensure compliance with licensing requirements, such as FINRA or SEC regulations, and manage potential conflicts of interest with their primary job. Balancing client workload and maintaining professional standards are important considerations for part time financial advisors.

Can I do part time financial advising?

Part time financial advising is possible and common, especially for professionals balancing other commitments. Many financial advisors work flexible hours, and some firms offer part time or freelance opportunities, often requiring relevant certifications like the CFP and strong client management skills.
What are the most commonly searched types of Financial Advisor jobs in Oregon? The most popular types of Financial Advisor jobs in Oregon are:
What cities in Oregon are hiring for Part Time Financial Advisor jobs? Cities in Oregon with the most Part Time Financial Advisor job openings:
Infographic showing various Part Time Financial Advisor job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $107,985 per year, or $51.9 per hour.

$24 - $27/hr

Full-time, Part-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago


Oregon Community Credit Union rating

10.0

Company rating: 10.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz


Job description

OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we dofrom how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day.

We are currently seeking an experienced Senior Personal Banker (Senior Enrichment Advisor) in Salem, Oregon. This full-time position pays $24$27 per hour plus incentives, based on experience. Spanish-speaking applicants who pass a proficiency test earn an extra $2 per hour.

About the Role:

As a Senior Enrichment Advisor, you will utilize your expertise and professionalism to create positive, trust-based experiences for OCCU members. Your warm and compassionate approach will help foster strong, lasting relationships. In this role, you will identify members' financial needs and recommend appropriate solutions to support both their current and future financial well-being. Responsibilities include offering financial guidance, opening consumer and business accounts, processing and funding loan applications, and actively promoting OCCU products and services. You will handle complex, unique, and escalated member situations with skill and resolve issues efficiently.

Key responsibilities include:

  • Provide outstanding member service by greeting members promptly, personalizing interactions, and recommending internal services accurately. Handle resolutions efficiently and maintain professionalism.
  • Serve as a reliable advisor when interacting with both consumer and business members. Ask questions to clarify what members expect, need, or are concerned about, so you can suggest and provide the right products, services, and solutions. Build and maintain lasting relationships with members through various channels.
  • Gain comprehensive knowledge of OCCU's range of personal and business products and services. Deliver clear and accurate information regarding all offers to members and prospective members.
  • Gather relevant information about member needs. Tailor product or service recommendations, highlight member-specific benefits, use supporting factors, and address any barriers for each scenario.
  • Actively contribute to branch and OCCU goals. Meet or exceed individual service and sales goals, using effective techniques that result in a positive member experience.
  • Process consumer and business member requests, review credit reports, and prepare account or loan documents according to procedures. Clearly explain disclosures, follow up with members, understand business account and loan terms, and communicate effectively with business members about their OCCU relationships.
  • Handle member financial transactionsdeposits, withdrawals, transfers, and loan paymentsquickly and accurately at the branch or by phone. Keep precise transaction records and balance cash drawers, vaults, and dispensers as needed.

What Were Looking For:

  • Minimum of five years of similar or related banking experience.

Why Join OCCU:

OCCU offers a comprehensive total rewards package, including:

  • Low-cost medical, dental and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off plus 13 paid holidays
  • Tuition reimbursement for eligible education and training
  • Company-paid long-term disability
  • 40 hours of company-paid core time annually for casual part-time employees to participate in community volunteer opportunities

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.


What Oregon Community Credit Union employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom