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Virtual Consultant Jobs in Oregon (NOW HIRING)

Charles Schwab

Investment Consultant - Bend, OR

Bend, OR · On-site

$51K - $69K/yr

... live virtual program designed to build your foundation for success. Afterward, continue your ... Consultant role provides a strong foundation for growth, with a clear path to a Financial ...

AO Globe Life

WFH Entry-Level Agent

Bend, OR · On-site

Conduct scheduled virtual consultations with clients through Zoom * Help individuals and families understand available benefit options * Guide clients through the enrollment process and provide ...

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Virtual Consultant information

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How much do virtual consultant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for virtual consultant in Oregon is $42.34, according to ZipRecruiter salary data. Most workers in this role earn between $26.44 and $58.70 per hour, depending on experience, location, and employer.

What is a virtual consultant?

A virtual consultant provides consulting services for a business from a remote location. Rather than working on site, they give their expertise while communicating via the internet or phone. As a virtual consultant, your job duties may include providing guidance on business decisions, reviewing documents, and delivering analysis on projects. Specific duties vary based on the industry in which you choose to work. The qualifications to begin a career as a virtual consultant include a bachelor’s degree, although some employers may prefer a master’s degree. To succeed in this job, you need strong communication and organizational skills as well as experience working remotely, which requires self-discipline and motivation to actively network and secure clients.

What are the key skills and qualifications needed to thrive as a virtual consultant?

To thrive as a Virtual Consultant, you need expertise in your consulting domain, strong problem-solving abilities, and relevant educational or professional credentials. Familiarity with virtual collaboration tools (e.g., Zoom, Microsoft Teams), project management software, and cloud-based document sharing platforms is essential. Outstanding communication, adaptability, and self-motivation are crucial soft skills for building client trust and navigating remote work challenges. These skills and qualities enable effective client support, seamless project delivery, and the ability to excel in a digital-first environment.

How does a virtual consultant typically collaborate with clients and team members in a remote setting?

Virtual Consultants primarily rely on digital communication tools such as video conferencing, instant messaging, and project management platforms to stay connected with clients and colleagues. Regular check-ins, virtual workshops, and shared documentation help ensure alignment and transparency throughout each project. Consultants often need to be proactive in maintaining communication and building trust remotely, as face-to-face interactions are limited. Successful collaboration also depends on flexibility and the ability to adapt to clients’ preferred tools and time zones.

What is the difference between Virtual Consultant vs Virtual Assistant?

AspectVirtual ConsultantVirtual Assistant
CredentialsTypically requires industry-specific expertise, certifications, or experienceGenerally requires basic administrative skills, sometimes with specialized training
Work EnvironmentProvides strategic advice, project management, and specialized services remotelyPerforms administrative, scheduling, and support tasks remotely
Employer & Industry UsageUsed across consulting firms, freelance consulting, and corporate projectsCommonly employed by entrepreneurs, small businesses, and executives

The main difference between a Virtual Consultant and a Virtual Assistant lies in their roles and expertise. Virtual Consultants offer strategic, industry-specific advice and project guidance, often requiring specialized credentials. Virtual Assistants focus on administrative support tasks, providing general assistance to clients. Both roles operate remotely but serve different needs within organizations.

What does a virtual consultant do?

A virtual consultant provides expert advice and solutions to clients remotely, often through online communication tools. They analyze client needs, develop strategies, and deliver recommendations in areas such as business, marketing, or technology, typically requiring strong communication skills and industry knowledge.
More about Virtual Consultant jobs

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Virtual Consultant jobs near you
Infographic showing various Virtual Consultant job openings in Oregon as of August 2026, with employment types broken down into 86% Full Time, 12% Part Time, and 2% Contract. Highlights an 32% Physical, 2% Hybrid, and 66% Remote job distribution, with an average salary of $88,060 per year, or $42.3 per hour.

Investment Consultant - Portland, OR (Beaverton)

Charles Schwab Corporation

Beaverton, OR • On-site

$70 - $110/hr

Other

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Your Opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client‑first culture that drives innovation.

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands‑on experience.

You’ll develop core consulting skills through proactive client outreach, needs‑based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real‑time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.

  • Apply active listening and thoughtful questioning to align solutions to client goals
  • Build relationship management skills through timely, accurate, client‑focused support
  • Manage priorities effectively across outreach, follow‑up, and administrative work
  • Demonstrate resilience and motivation in achieving individual and team goals
  • Collaborate with Financial Consultants and branch leaders to enhance client experience
  • Take ownership of your learning, results, and professional growth
Why you’re set up for success: Training and Development

Start with Wealth Management University—a four‑week, live virtual program designed to build your foundation for success.

Afterward, continue your development through hands‑on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.

Career Pathing

The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise.

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have The expertise you bring:
  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
  • Relevant experience in financial services or a similar client‑facing, sales, or advisory environment preferred
The skills you bring:
  • Motivation

Demonstrate strong ownership, persistence, and drive in achieving goals

Maintain a growth‑oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes

  • Adaptability

Actively seek, receive, and apply feedback to strengthen performance

Adapt to evolving client needs, business priorities, and new information with a flexible, solutions‑oriented approach

  • Time Management

Effectively prioritize and manage multiple responsibilities, including client outreach, follow‑ups, and ongoing development

Stay organized and focused in a fast‑paced environment to meet deadlines and deliver consistent results

  • Influencing Others

Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions

Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions

  • Entrepreneurial Orientation

Take initiative to identify opportunities, expand client relationships, and contribute to business growth

Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges

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