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Parttime Financial Planner Jobs in Oregon (NOW HIRING)

$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 ...

$19.75 - $25.75/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 ...

$21 - $27.25/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, temporary

Salem, OR

$19.25 - $25.25/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

$19.25 - $24.75/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

Store Support Teammate (Part Time)

Medford, OR ยท 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 ...

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 ยท 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 ...

Office Assistant

Ontario, OR ยท On-site

$19.85/hr

... Financial Planning Services * Shift differential incentives * Loan Forgiveness options through ... Sick Leave for part-time staff * (11) Paid Holidays * Tuition reimbursement program * Carpool ...

New

Showing results 21-40

Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly 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:

Traveling Treatment Coordinator, Ortho

Gentle Dental

Sherwood, OR โ€ข On-site

$20.75 - $27/hr

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago


Job description

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

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.

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! This is a Full-Time opportunity.
Benefits:

  • Employee Assistance Program
  • Medical and pharmacy, dental, vision (for employees and their families)
  • Basic life, AD&D, and long-term disability insurance
  • 6 Paid holidays and 2 Paid floating holiday
  • PTO (80 hours per year for hourly)
  • 401k plan and deferred compensation plan
  • Referral Bonuses ($600-$2,500 depending on role)

Schedule:

This is a full-time opportunity, Monday-Tuesday-Thursday-Friday

Locations:

Gentle Dental Keizer Kids 3836 River Rd N Keizer, OR 97303, USA Gentle Dental Sherwood 20673 SW Roy Rogers Road Suite 201 Sherwood, OR 97140, USA Gentle Dental Woodburn
105 N Arney Rd
Woodburn, OR 97071, USA Gentle Dental Wilsonville 8309 SW Main Suite 100 Wilsonville, OR 97070, USA

Qualifications:

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

Duties & Responsibilities:

  • Discuss treatment options, establish treatment schedules, and prepare financial arrangements with patients.
  • Monitor each patient’s progress to ensure completion of dental treatment plan and report patient status to attending doctor as well as enter and track patient treatment plans in computer system.
  • Be knowledgeable in various insurance plans, manuals, exclusions and limitations.
  • Ensure that all forms for acceptance (predeterminations to third parties benefit providers) have been submitted and patients have been notified of status and their financial responsibilities.

Employment Type: Full Time