Tax Advisor
Roseburg, OR · On-site
The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and ... , and wealth management services to small and medium sized businesses and their owners. We ...
Tax Advisor
Roseburg, OR · On-site
The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and ... , and wealth management services to small and medium sized businesses and their owners. We ...
Entry Level Wealth Management Advisor information
See Remote, OR salary details
$47K - $56.2K
3% of jobs
$56.2K - $65.4K
6% of jobs
$65.4K - $74.6K
4% of jobs
$74.6K - $83.8K
11% of jobs
$84.3K is the 25th percentile. Wages below this are outliers.
$83.8K - $93K
17% of jobs
The median wage is $99.6K / yr.
$93K - $102.3K
13% of jobs
$102.3K - $111.5K
11% of jobs
$111.5K - $120.7K
11% of jobs
$121K is the 75th percentile. Wages above this are outliers.
$120.7K - $129.9K
9% of jobs
$129.9K - $139.1K
9% of jobs
$139.1K - $148.4K
6% of jobs
$47K
$103K
$148.4K
How much do entry level wealth management advisor jobs pay per year?
As of Aug 30, 2026, the average yearly pay for entry level wealth management advisor in Remote, OR is $102,978.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,400.00 and $123,400.00 per year, depending on experience, location, and employer.
What does an entry level wealth management advisor do?
An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.
What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?
To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.
What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?
Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.
What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?
| Aspect | Entry Level Wealth Management Advisor | Financial Planning Assistant |
|---|---|---|
| Required Credentials | Series 7, Series 66/65, CFP (preferred but not always required) | Typically no licensing required; may assist with CFP candidates |
| Work Environment | Client-facing, financial advisory firms, banks | Support role within financial planning teams, administrative setting |
| Employer & Industry Usage | Financial advisory firms, banks, wealth management companies | Financial planning firms, advisory teams, insurance companies |
The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.
What are popular job titles related to Entry Level Wealth Management Advisor jobs in Remote, OR?
For Entry Level Wealth Management Advisor jobs in Remote, OR, the most frequently searched job titles are:
What job categories do people searching Entry Level Wealth Management Advisor jobs in Remote, OR look for?
The top searched job categories for Entry Level Wealth Management Advisor jobs in Remote, OR are:
Tax Advisor
Roseburg, OR • On-site
Platform Accounting Group •
Accounting Services • 51 - 200 employees51 - 200 employees
Full-time
Medical, Retirement
Re-posted 16 days ago
Job description
Description
Due to continuing growth, we are seeking a Tax Advisor to join our team. The Tax Advisor is a key part of our team - you will be a part of tax preparation, compliance, and advising clients on tax planning. Building long-lasting client relationships is our goal by providing the highest level of service and oversight to the people we work for. Our teams are collaborative and friendly, and we offer a great work/life balance.
Who we are:
Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.
What you will do:
- Prepare individual and business (c-corps, s-corps, partnerships) tax returns. Develop your skills and knowledge to increase complexity and types of returns completed
- Build, maintain and enhance client relationships and demonstrate knowledge of each client's business and finances
- Provide or assist with accounting services including bookkeeping, payroll, sales tax, etc.
- Identify, research, and resolve tax issues
What we look for:
- 0-3 year of experience preparing a variety of tax returns
- Understanding of practices, theories, and policies related to taxes and accounting
- Bachelor's Degree Required, Master's Degree Preferred
- EA or CPA desired (or actively working towards licensure)
What we offer:
- Opportunity for advancement within a rapidly growing professional services firm
- Ongoing informal and formal training and development
- Competitive compensation
- 401(k) and medical benefits
- Firm sponsored continuing education
About Platform Accounting Group
Sourced by ZipRecruiter
Industry
Accounting services
Company size
51 - 200 Employees
Headquarters location
Salt Lake City, UT, US
Year founded
2015