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Part Time Financial Planner Jobs in Oregon (NOW HIRING)

Gentle Dental

$19.25 - $25/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

New

Gentle Dental

Treatment Coordinator, part-time

Grants Pass, OR

$19.25 - $25/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

New

Gentle Dental

Treatment Coordinator, part-time

Grants Pass, OR · On-site

$19.25 - $25/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

Gentle Dental

Treatment Coordinator - Part Time

Eugene, OR

$18 - $20/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

Gentle Dental

$18 - $20/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

New

Gentle Dental

Treatment Coordinator - Part Time

Eugene, OR

$18 - $20/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

Gentle Dental

Treatment Coordinator - Part Time

Eugene, OR · On-site

$18 - $20/hr

  • Medical

  • Life

  • Retirement

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

Thrivent Financial

Receptionist

Keizer, OR · On-site

$18/hr

  • Retirement

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 ...

CFS

Administrative Assistant (Part-Time)

Portland, OR

$24 - $25/hr

... planning and execution of meetings, trainings, and office events, including room reservations and ... We specialize in placement for accounting and finance professionals. Many of our positions are not ...

Gentle Dental

$19.25 - $24.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

Gentle Dental

Traveling Treatment Coordinator, Ortho

Wilsonville, OR

$20 - $25.75/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are hiring immediately for full and part time positions in our dental offices and are seeking ... You will successfully communicate financial planning and available options based on the proposed ...

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Showing results 1-20

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 Aug 18, 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 is a part-time financial planner?

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.

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.

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.

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.

Is there a demand for part time financial planners?

Part time financial planners are in demand as many clients seek flexible scheduling and personalized financial advice. The role often requires certifications like the CFP and proficiency with financial planning tools, making it suitable for professionals seeking part-time work in the finance industry.
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 August 2026, with employment types broken down into 100% Part Time. Highlights an 70% In-person, 10% Hybrid, and 20% Remote job distribution, with an average salary of $102,219 per year, or $49.1 per hour.

Treatment Coordinator, part-time

Gentle Dental

On-site

$19.25 - $25/hr

Full-time, Part-time

Medical, Life, Retirement

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

At Gentle Dental, we value our teammate’s smile as much as our patient’s smile.

Our vision is to provide exceptional, lifelong, integrated oral healthcare services. We enhance the quality of our patients’ lives by providing accessible oral healthcare, which is paramount to overall health and wellbeing.

We focus on a commitment to patient care, operational and clinical excellence, personal accountability, building relationships, and seeking out innovative and creative approaches to support our patients and teams.

We are hiring immediately for full and part time positions in our dental offices and are seeking teammates who care, listen, and are motivated to help our patients and communities.

At Gentle Dental, our Treatment Coordinators manage patients full cycle from clinical diagnosis to treatment acceptance. You will successfully communicate financial planning and available options based on the proposed treatment. From the first appointment to the last, our Treatment Coordinators lead patients to a happy and healthy smile!

Our opportunities provide a full suite of benefits including

  • Employee Assistance Program
  • Basic life, AD&D, and long-term disability insurance
  • 401k plan and deferred compensation plan
  • Referral Bonuses ($600-$2,500 depending on role)

Come join our team and make a difference in the lives of the people in your community!

Qualifications:

  • A minimum of 1 to 2 years front office experience in a medical environment.
  • Computer literate a must (QSI/Denticon experience is a plus).
  • Bilingual a plus
  • Previous experience presenting Treatment Plans and going over costs of services preferred.

Location:

Gentle Dental Grants Pass
1519 NE F Street
Grants Pass, OR 97526, USA

Schedule:

Part-Time

Gentle Dental has the resources you need to achieve true personal and career success.

Employment Type: Full Time

Apply