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Associate Broker Jobs in Sandy, OR (NOW HIRING)

US Bank

Wealth Management Client Associate

Portland, OR

$21.25 - $28.32/hr

... brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met - Ability to contact and profile existing clients, leads, and ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

... brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met - Ability to contact and profile existing clients, leads, and ...

US Bank

Wealth Management Client Associate

Gresham, OR

$21.25 - $28.32/hr

... brokerage industry, FINRA and SEC regulatory standards and all applicable regulatory bodies, ensuring regulatory standards are met - Ability to contact and profile existing clients, leads, and ...

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Showing results 41-60

All JobsAssociate Broker JobsAssociate Broker Jobs in Sandy, OR

Associate Broker information

See Sandy, OR salary details

$32.1K

$62.1K

$89.3K

How much do associate broker jobs pay per year?

As of Aug 12, 2026, the average yearly pay for associate broker in Sandy, OR is $62,065.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,200.00 and $77,200.00 per year, depending on experience, location, and employer.

How do associate brokers get paid?

Associate brokers typically earn commissions based on the sales or leases they facilitate, often receiving a percentage of the transaction value. They may also earn a salary or draw against commissions, depending on their employment arrangement and brokerage policies. Successful associate brokers usually need strong negotiation skills and industry knowledge to maximize their earnings.

Is being an associate broker a high paying job?

Associate brokers typically earn a commission-based income that can vary widely depending on location, experience, and sales performance. While some may earn high incomes, others may earn modest salaries, making it a job with income potential that is not guaranteed and often dependent on individual performance and market conditions.

What are some typical challenges faced by associate brokers, and how can they effectively overcome them?

Associate Brokers often encounter challenges such as building a reliable client base, staying updated with market trends, and managing multiple transactions simultaneously. To overcome these, it's important to develop strong networking skills, invest time in ongoing professional education, and utilize technology for efficient transaction management. Collaborating closely with senior brokers and support staff also helps streamline processes and provides valuable mentorship opportunities. Maintaining excellent communication and organization will set you up for success in this competitive field.

How do you become an associate broker?

To become an associate broker, you typically need to hold a valid real estate license, gain experience as a licensed salesperson for a specified period, and complete additional education or licensing requirements set by your state or country. After meeting these prerequisites, you can apply for an associate broker license, which often involves passing a licensing exam and submitting an application to the licensing authority.

What is the difference between Associate Broker vs Real Estate Agent?

FeatureAssociate BrokerReal Estate Agent
Required CredentialsReal estate license, additional broker licensing examReal estate license
Work EnvironmentCan operate independently, supervise agentsWorks under a broker, assists clients
Employer & Industry UsageReal estate brokerages, independent practiceReal estate brokerages, agencies
Common Search & ComparisonYesYes

In summary, an Associate Broker holds a real estate license and has completed additional licensing requirements, allowing them to operate independently or supervise agents. A Real Estate Agent typically works under a broker and assists clients in property transactions. The main difference lies in licensing and the ability to operate independently.

What is an associate broker?

Associate brokers are licensed real estate professionals who have completed additional education and licensing requirements beyond those of a standard real estate agent. While they hold a broker's license, associate brokers typically work under the supervision of a managing or principal broker within a real estate firm. Their responsibilities often include assisting clients with buying, selling, or leasing properties, negotiating contracts, and sometimes overseeing other agents. However, unlike principal brokers, they usually do not own or manage the real estate brokerage themselves.

What are the key skills and qualifications needed to thrive as an associate broker?

To thrive as an Associate Broker, you need strong analytical skills, a deep understanding of real estate or insurance markets, and typically a relevant license or certification. Familiarity with CRM software, MLS systems, and document management tools is often required. Excellent negotiation, interpersonal, and client service skills help set top performers apart. These abilities are crucial for managing transactions efficiently, building trust, and achieving optimal outcomes for clients.
What cities near Sandy, OR are hiring for Associate Broker jobs? Cities near Sandy, OR with the most Associate Broker job openings:
Associate Broker jobs near you
Infographic showing various Associate Broker job openings in Sandy, OR as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $62,065 per year, or $29.8 per hour.

Senior Client Service Associate

Coldstream Capital Management

Portland, OR • On-site

$15.50 - $21.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Job description


Providing exceptional service to our clients starts with investing in exceptional people!
If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.
A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.
The Senior Client Service Associate Role
The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).
Specific responsibilities include:
  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.
Experience and Skills
  • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management
  • Customer service experience and the desire to provide superior client service in a team-oriented environment
  • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer)
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Experience with alternative investments is highly preferred
  • Excellent communication skills, including writing business correspondence with proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • A Bachelor's degree is preferred
Job Benefits
As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We offer a full benefits package that focuses on the growth, health, and wellness of our team members:
  • Pay: $70,000 - $80,000 (depending on qualifications) plus bonus potential
  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
  • 401(k): 100% company match up to 4% of your annual pay
  • Stock: Opportunity to purchase equity and become an owner of the firm
  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work
  • Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program
  • Parking: Generous company contribution towards parking or transit pass
  • Wellness reimbursement
  • Paid Parental leave: 12 weeks paid for all new parents
  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Portland, Seattle, Mercer Island, Bellevue, Kirkland, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.
Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members' perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.

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