1

Weekend Financial Planner Jobs in Portland, OR (NOW HIRING)

Financial Advisor

Portland, OR ยท On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Lake Oswego, OR ยท On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Portland, OR ยท On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Portland, OR ยท On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Showing results 21-40

Weekend Financial Planner information

See Portland, OR salary details

$53.6K

$102.5K

$147.9K

How much do weekend financial planner jobs pay per year?

As of Aug 19, 2026, the average yearly pay for weekend financial planner in Portland, OR is $102,531.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,600.00 and $108,200.00 per year, depending on experience, location, and employer.

What is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' needs. These roles typically involve advising clients on investments, retirement planning, and budgeting during weekends or after standard business hours.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can vary based on client needs and firm policies, but flexibility is common in this role.

What are the most commonly searched types of Financial Planner jobs in Portland, OR?

The most popular types of Financial Planner jobs in Portland, OR are:

What are popular job titles related to Weekend Financial Planner jobs in Portland, OR?

For Weekend Financial Planner jobs in Portland, OR, the most frequently searched job titles are:

What job categories do people searching Weekend Financial Planner jobs in Portland, OR look for?

The top searched job categories for Weekend Financial Planner jobs in Portland, OR are:

Managing Director, Financial Advisor

WealthBridge Financial Group

Hillsboro, OR โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 19 days ago


Job description

Managing Director | WealthBridge

WealthBridge Financial Group is seeking aย proven financial advisorย for a strategicย Managing Director. This role is ideal for an experienced advisor who has successfully built a personal practice and is now ready to take on a leadership position focused on both personal growth and team development.

As Managing Director, your primary focus will be onย building and leading a team of experienced financial advisorsย who are looking to elevate their practices. In addition to continuing your own client work, you'll recruit and mentor fellow advisors, foster a high-performance culture, and help shape the future growth of the firm.

You'll have the support, infrastructure, and brand strength of a firm with over 175 years of history-while maintaining the freedom to grow your practice and develop a leadership style that reflects your vision.

Requirements

  • Minimum of 3 years of experience in financial services with a growing personal practice
  • Active Life and Health License required
  • FINRA Series 6/7 and 63/66 licenses preferredย (sponsorship and support available if not currently held)
  • Demonstrated success in client development, planning, and relationship management
  • Leadership ability with a strong interest in mentoring and building high-performing teams
  • Business-driven mindset with a long-term vision for growth
  • Must be authorized to work in the United States
  • Certified Financial Planner preferred, but not required with relevant experience.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support.