Financial Planning Associate
Eugene, OR · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Financial Planning Associate
Eugene, OR · On-site
$45K - $65K/yr
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized ... PART_TIME
Wealth Management Associate
Portland, OR · On-site
$60K - $65K/yr
... financial planning and investment management services to high-net-worth individuals and families ... PART_TIME
Wealth Management Associate
Portland, OR · On-site
$60K - $65K/yr
... financial planning and investment management services to high-net-worth individuals and families ... PART_TIME
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.
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.
Treatment Coordinator - Part Time
Sheridan, OR · On-site
$20.75 - $27/hr
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 ...
Treatment Coordinator - Part Time
Sheridan, OR · On-site
$20.75 - $27/hr
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 ...
Receptionist
$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 ...
Receptionist
$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 ...
Operations & Finance Manager
Portland, OR · On-site
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Quick apply
Operations & Finance Manager
Portland, OR · On-site
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Operations & Finance Manager
Portland, OR · Hybrid
$33 - $38/hr
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Operations & Finance Manager
Portland, OR · Hybrid
$33 - $38/hr
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Operations & Finance Manager
Portland, OR · On-site
$33 - $38/hr
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Operations & Finance Manager
Portland, OR · On-site
$33 - $38/hr
Position Schedule: Part-time, 32 hours per week. Anticipated start date: September 2026. This ... Collaborate with the Executive Director on annual budget development and financial planning Human ...
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
$24/hr
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
$24/hr
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
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
Provides hospital case management/utilization review and discharge planning collaboratively ... Patient Financial Advocates in the Medicaid pending process, and works closely with outside ...
Store Support Teammate (Part Time)
$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 ...
Store Support Teammate (Part Time)
$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 ...
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 ...
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 ...
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 ...
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 ...
Cooperate with other College personnel to assist students with career planning, job placement, and ... financial aid, tutoring and study skills. * Work with appropriate College personnel to write ...
Cooperate with other College personnel to assist students with career planning, job placement, and ... financial aid, tutoring and study skills. * Work with appropriate College personnel to write ...
Business Advisor II
Bend, OR · On-site
$32 - $40/hr
... is a part-time, temporary, non-benefited position. Non-represented and no guarantee of hours ... Work with SBDC clients on detailed financial planning with the goal to complete and submit loan ...
Business Advisor II
Bend, OR · On-site
$32 - $40/hr
... is a part-time, temporary, non-benefited position. Non-represented and no guarantee of hours ... Work with SBDC clients on detailed financial planning with the goal to complete and submit loan ...
Provide grants management, financial planning, reporting and accounting support for the Department ... PART_TIME
Provide grants management, financial planning, reporting and accounting support for the Department ... PART_TIME
... part-time students annually across a 1,500-square-mile district that spans five counties. The ... financial modeling and projections, strategic planning, and budgeting * Four years of management ...
... part-time students annually across a 1,500-square-mile district that spans five counties. The ... financial modeling and projections, strategic planning, and budgeting * Four years of management ...
Event Marketer
Lake Oswego, OR · On-site
$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 ...
Quick apply
Event Marketer
Lake Oswego, OR · On-site
$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 ...
Parttime Financial Planner information
What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?
| Aspect | Parttime Financial Planner | Parttime Financial Advisor |
|---|---|---|
| Certifications | CFP, ChFC, or similar | CFP, ChFC, or similar |
| Work Environment | Independent or firm-based, client meetings, planning sessions | Client consultations, portfolio management, financial advice |
| Industry Usage | Used interchangeably with Financial Advisor in some contexts | Commonly used term for client-facing financial guidance |
Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.
What are popular job titles related to Parttime Financial Planner jobs in Oregon? For Parttime Financial Planner jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Oregon look for? The top searched job categories for Parttime Financial Planner jobs in Oregon are:
$45K - $65K/yr
Part-time
Retirement
This job post has expired 1 day ago. Applications are no longer accepted.
Job description
We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services.
Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.
This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available.
Qualifications
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Soft background check required
Able to complete licensing requirements within 14 days
Employment Type: PART_TIME