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Part Time Financial Planner Jobs in Oregon (NOW HIRING)

ATI

Finance Intern

Albany, OR · On-site

$17.50 - $22.75/hr

This is an onsite, part time position, working at least 15 hours a week between the hours of 8 AM ... Partner with the FP&A team to contribute to budgeting, forecasting, and variance analysis.

Thrivent Financial

Receptionist

Keizer, OR

$18/hr

Thrivent Financial is a faith-based, not-for-profit financial services organization with ... The Receptionist reports to and is employed by John L Thurlow II. This position is part-time and ...

The Buckle

Store Support Teammate (Part Time)

Medford, OR · On-site

$15.25 - $19/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Buckle

Store Support Teammate (Part Time)

Medford, OR

$15.25 - $19/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

Buckle

Store Support Teammate (Part Time)

Medford, OR · On-site

$15.25 - $19/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and ... Start planning for the future with traditional and Roth options. Teammates may contribute after ...

LeafHome

Event Marketer

Lake Oswego, OR

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

LeafHome

Event Marketer

Salem, OR

$18/hr

... part-time Event Marketer at trade shows, fairs, festivals, and events throughout the area. Job ... legal, financial planning, and counseling | Employee discount marketplace | Employee Resource ...

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

Part Time Financial Planner information

See Oregon salary details

$53.4K

$102.2K

$147.5K

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

As of Jul 27, 2026, the average yearly pay for part time financial planner in Oregon is $102,219.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,400.00 and $107,800.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Part Time Financial Planner, and why are they important?

To thrive as a Part Time Financial Planner, you need strong analytical skills, financial knowledge, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as the CFP certification. Familiarity with financial planning software, portfolio management tools, and compliance systems is also important. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts simply help set top professionals apart. These skills and qualifications are crucial for building client trust, ensuring sound financial advice, and efficiently managing client portfolios.

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

AspectPart Time Financial PlannerFinancial Advisor
CertificationsCFP, ChFC often preferredCFP, ChFC, or similar certifications
Work EnvironmentPart-time, flexible hours, often independent or small firmsFull-time, office-based or client-facing roles
Employer & IndustryFinancial planning firms, independent practices, or self-employedBanks, investment firms, or independent practices
Search & Comparison IntentPart Time Financial Planner vs Financial AdvisorPart Time Financial Planner vs Financial Advisor

Both roles involve providing financial advice, but Part Time Financial Planners typically work fewer hours and may operate independently or in small firms. Financial Advisors often work full-time within larger organizations. The certifications and industry usage overlap significantly, making them closely related but differing mainly in hours and work setting.

What are part-time financial planners?

Part-time financial planners are professionals who help individuals or businesses manage their finances, investments, and financial goals, but work fewer hours than a full-time planner. They may offer services such as budgeting, retirement planning, tax advice, and investment recommendations on a flexible or as-needed basis. This role is ideal for those seeking work-life balance, or for clients who require financial advice but do not need a full-time commitment. Part-time financial planners may work independently, for financial advisory firms, or even remotely, providing valuable guidance tailored to their clients' unique needs.

What Does a Part-Time Financial Planner Do?

As a part-time financial planner, you work with clients to help them achieve their objectives. Your duties have you working less than 40 hours per week, and you may plan your schedule for when clients are available for appointments. Your primary responsibilities include meeting with individuals or businesses to assess their financial needs. You then assist them in planning and implementing strategies to achieve their goals. Often, you perform analysis on options for investments, or review investments that clients already have. You also advise clients about subjects such as insurance, tax liability, real estate, and debt.

How does working as a part-time financial planner impact client relationship management and workload balance?

As a part-time financial planner, managing client relationships effectively often requires strong organizational skills and clear communication about your availability. You may need to prioritize tasks, schedule client meetings more strategically, and leverage digital tools to ensure clients feel supported despite reduced hours. While the workload can be more flexible, it’s important to set realistic expectations with both clients and your team to maintain trust and deliver consistent service. Many part-time planners collaborate closely with full-time colleagues or support staff to ensure continuity and comprehensive client care.
More about Part Time Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Oregon? The most popular types of Financial Planner jobs in Oregon are:
What are popular job titles related to Part Time Financial Planner jobs in Oregon? For Part Time Financial Planner jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Part Time Financial Planner jobs in Oregon look for? The top searched job categories for Part Time Financial Planner jobs in Oregon are:
Part Time Financial Planner jobs near you
Infographic showing various Part Time Financial Planner job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 87% Full Time, 10% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.
Finance Intern

Finance Intern

ATI

Albany, OR • On-site

$17.50 - $22.75/hr

Part-time

Posted 7 days ago

Job description

Proven to Perform.
From the edges of space to the bottoms of ocean, our materials are proven to perform -- and so is our team. We're hiring high performers as proven as our products. Join us.
We are seeking a motivated and detail-oriented Accounting & Finance Intern to join our team in Albany, Oregon. This role can start as soon as possible and work throughout the fall 2026 and spring 2027 semesters. This is an onsite, part time position, working at least 15 hours a week between the hours of 8 AM and 5 PM. This internship offers real-world, applicable finance experience across key areas such as accounting, financial planning and analysis (FP&A), and compliance. The intern will gain exposure to a broad range of finance activities, working alongside professionals to contribute to meaningful projects that impact the business.
Our Internship Program is designed to provide a rewarding experience, and the features of ATI's Internship Program include:
  • Experiential Learning: Hands on work assignments and projects related to your career field of interest
  • Professional Development: Opportunities designed to develop your business acumen and professional skills
  • Professional Networking: Informal networking opportunities with other interns and employees

As an intern at ATI, you'll gain hands-on experience, learn from experts, and collaborate with teams that do truly exceptional things. The projects and skills outlined below will be guided and directed by an established ATI-Professional in your field of interest.
Key Responsibilities:
  • Support duty drawback activities, including data review and preparation of required documentation.
  • Assist with monthly financial close tasks
  • Support cost accounting activities by analyzing manufacturing costs, inventory transactions, and production variances.
  • Partner with the FP&A team to contribute to budgeting, forecasting, and variance analysis.
  • Analyze financial data and help identify trends, variances, and key performance drivers
  • Assist in preparing reports and analyses that support business decision-making and operational performance.
  • Contribute to internal audits, compliance initiatives, and process improvement projects.
  • Provide ad hoc analysis and project support as assigned.

#LI-DG1
We thrive when the expectations are great, and the barriers are high. We're solving the world's most difficult challenges through materials science. Our advanced, integrated process technologies and proven performers give us a tremendous competitive advantage. When customers systems need to fly higher, dig deeper, stand stronger, and last longer -- anywhere on, above or below the earth -- ATI is proven to perform.
What You'll Gain:
  • Hands-on, real-world experience in accounting and finance operations.
  • Exposure to manufacturing cost structures, inventory accounting, and cost analysis methodologies.
  • Exposure to financial planning and analysis (FP&A) and business decision support.
  • Insight into monthly financial close processes and compliance requirements.
  • Mentorship from experienced finance professionals.
  • Opportunity to work on impactful projects that build professional skills and expand career readiness.

Qualifications
Required:
  • Current student pursuing a Bachelor's or Master's degree in Accounting or Finance
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Excel and other Office applications
  • Excellent attention to detail and organizational skills
  • Strong written and verbal communication skills

Preferred:
  • PowerBI experience
  • Knowledge of U.S. GAAP principles
  • Prior internship or relevant work experience

*It is ATI's policy to not provide immigration sponsorship for any of the company's positions.
Due to the nature of its operations, including certain federal government contracts, ATI Specialty Alloys & Components must track -- and in some cases limit employment opportunity based on -- citizenship or immigration status.
ATI and its subsidiary companies will provide equal employment opportunities to all applicants without regard to applicant's race, color, religion, sex, sexual orientation, gender identity, genetic information, national origin, age, veteran status, disability status, or any other status protected be federal or state law. The company will provide reasonable accommodations to allow an applicant to participate in the hiring process if so requested.

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