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Part Time Financial Consultant Jobs in Oregon (NOW HIRING)

Milliman

Actuarial Intern - EB Consulting

Portland, OR

  • Medical

  • Life

  • Retirement

  • PTO

... a Part-time summer 2027 internship. The internship is a 10-week program, starting June 1st and ... are financing, risk management and regulatory compliance, data analytics and business ...

UHS

Internal Medicine Provider - Part-time

Portland, OR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

They may request consultations when indicated and provide psychiatric consultations when requested ... Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our ...

UHS

Internal Medicine Provider - Part-time

Portland, OR · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

They may request consultations when indicated and provide psychiatric consultations when requested ... Beware of anyone requesting financial or personal information. At UHS and all our subsidiaries, our ...

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All JobsFinancial Consultant JobsPart Time Financial Consultant JobsPart Time Financial Consultant Jobs in Oregon

Part Time Financial Consultant information

What is a part time financial consultant?

Part time financial consultants are professionals who offer financial advice and services to individuals or businesses on a flexible, reduced-hours basis. They typically help clients with tasks such as financial planning, investment strategies, budgeting, and tax advice. Unlike full-time consultants, part-time financial consultants may work for multiple clients or firms, often on a contract or freelance basis. This arrangement allows for more flexibility for both the consultant and the client, making it ideal for short-term projects or ongoing advisory needs that do not require a full-time hire.

How does a part time financial consultant typically balance multiple clients and projects?

Part-time financial consultants often manage several clients simultaneously, which requires strong organizational and time management skills. They usually set clear expectations with clients about availability and deadlines, and leverage digital tools to track progress and communications. Working with diverse clients means adapting to varying business needs, so consultants often prioritize tasks and maintain flexible schedules. Collaboration with client teams and clear, proactive communication are key to ensuring all deliverables are met efficiently.

What are the key skills and qualifications needed to thrive as a part time financial consultant, and why are they important?

To thrive as a Part Time Financial Consultant, you need expertise in financial analysis, strategic planning, and a relevant degree such as finance or accounting, often with certifications like CFA or CPA. Familiarity with financial modeling software, spreadsheets (Excel), and tools like QuickBooks or SAP is typically required. Strong interpersonal skills, analytical thinking, and effective communication help build trust and deliver actionable advice to clients. These skills ensure the consultant can provide high-value financial guidance and adapt to the varied needs of clients within limited hours.

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

AspectPart Time Financial ConsultantPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredCertifications like CFP, CFA often preferred
Work EnvironmentConsults with clients on financial strategies, often project-basedProvides ongoing financial planning and investment advice
Employer & IndustryFinancial consulting firms, independent practiceBanking, wealth management firms, independent advisors

Both roles typically require similar certifications and work in client-facing environments. The main difference is that Part Time Financial Consultants often focus on project-based consulting and strategic advice, while Part Time Financial Advisors provide ongoing financial planning and investment management services. Understanding these distinctions can help you choose the role that best fits your skills and career goals.

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

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

What are popular job titles related to Part Time Financial Consultant jobs in Oregon?

For Part Time Financial Consultant jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Part Time Financial Consultant jobs in Oregon look for?

The top searched job categories for Part Time Financial Consultant jobs in Oregon are:

Part Time Financial Consultant jobs near you
Infographic showing various Part Time Financial Consultant 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.

Part-Time Financial Solutions Guide 1 (Teller)

Peak Credit Union

North Bend, OR • On-site

$17 - $25.50/hr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Where You Will Work: North Bend Branch: 2470 Tremont St., North Bend, OR 97459 (Branches).

Pay Range: The target hourly pay range for this position is $18.70 - $21.25. The full hourly pay range is $17.00 - $25.50.

  • We provide an additional $2.00 per hour bilingual differential for those employees who can support our members' financial needs effectively in a second language; subject to verification of strong grasp of financial terms utilizing language skillset.
  • Compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer of employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role.

Job Overview:

This position embodies Peak Credit Union's mission of Investing in People and Championing Success by delivering exceptional member experiences with authenticity, care, and precision. Guided by our values of Authenticity, Boldness, Collaboration, Dignity, and Empathy, this role builds the foundation of lasting member relationships, helping individuals access the financial tools, resources, and confidence needed to achieve their goals. Through accurate transactions, meaningful interactions, and steadfast support, the Financial Solutions Guide 1 advances Peak's vision of creating communities where everyone feels financially secure and ensures our purpose of providing everyone with access to financial empowerment and independence.

What You'll Do: 

  • Welcomes and engages members by greeting all visitors warmly, managing branch traffic with a sense of urgency to ensure minimal wait times and a positive member experience, while remaining attentive to relationship-building cues that support consultative sales conversations. 
  • Promotes credit union products and services by proactively identifying, referring, and originating credit union products and services to meet member needs, strengthening financial relationships, demonstrating sales acumen through effective discovery, confident product positioning, and closing skills, consistently meeting or exceeding assigned referral sales targets.
  • Processes member transactions, accurately receives, processes, and posts deposits, withdrawals, transfers, and loan payments while maintaining complete and accurate transaction records, leveraging each interaction as an opportunity to uncover needs and introduce value-aligned solutions.  
  • Resolves member inquiries and concerns, responds to member requests, concerns, and complaints with professionalism and empathy, ensuring warm hand-offs and timely follow-up for full resolution, while recognizing when service moments can transition into sales opportunities that support the member's financial well-being.  
  • Makes outbound calls to members/customers to support outreach initiatives, relationship building, and organizational goals.  
  • Performs specialized financial functions, completes wire transfers and other complex transactions while ensuring compliance with established policies and procedures, and identifies opportunities where specialized products or services may benefit the member.  
  • Balances cash drawer and daily transactions; assists with vault balancing, dispenser maintenance, certifications, key assignments, and cash orders under management oversight.  
  • Records detailed notes on member interactions, complex situations, and transactions to ensure clear communication and consistent service delivery, capturing relevant sales insights to support follow-up and relationship growth
  • Demonstrates professionalism and continuous Learning by taking initiative to learn new systems, processes, and policies; completing required training; and maintaining a professional image while contributing positively to the team environment, including ongoing development of sales skills, product knowledge, and consultative techniques.  
  • Supports branch and organizational operations and provides staffing support as needed across locations and departments, and performs other duties as assigned to ensure operational excellence and continuity of service, while helping the branch achieve overall sales and growth objectives.  
  • All other duties as assigned.  

When You'll Be Working: Monday- Friday: 8:45am - 5:45pm and rotating Saturdays: 9:15am - 1:45pm. Part-Time 31 hours per week.

Qualifications: 

  • Minimum of one (1) year of experience interacting with customers and handling cash, or an equivalent combination of work experience. 

Bonus Points If You Have: 

  • Demonstrated skills including, bilingual skills, consultative sales skills to uncover member needs, make tailored recommendations, and build lasting financial relationships.

What You'll Bring:

  • Ability to perform in an environment with frequent changes and competing demands.  
  • Open to feedback and respond with professionalism and dignity, delivering information to members and co-workers.  
  • Ability to continuously learn and maintain knowledge of credit union systems, processes, and compliance requirements.  
  • Ability to problem solve and make decisions relevant to the role and experience.  
  • Ability to embrace and promote a positive, collaborative work environment.  
  • Ability to role model our core values.  
  • Maintain confidentiality with minimal supervision.  

Total Rewards:

This position is eligible for benefits. Employees and their eligible family members have access to a wide array of employee benefits, such as medical, dental, vision and life insurance coverage. Includes an option for Medical, Dental, and Vision insurance to be paid at a 100% by company for the employee only coverage. We also offer Health Care FSA (HCFSA), Health Savings Account (HSA) with employer contributions, and Dependent Care FSA (DCFSA). Employees also have access to Life and AD&D insurance. Part-time employees will accrue time off on the same schedule as full-time employees with the accruals pro-rated based on their scheduled FTE and the following guidelines. Employees also receive 11 paid holidays throughout the calendar year, 1 floating holiday, 16 hours of self-care time, and 16 hours of volunteer time (may be prorated based on hire date in the initial calendar year).

All benefits except 401k start the first of the month after 30 days of employment. Employees become eligible to contribute to 401k on the first of the month following 60 days of employment

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