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Entry Level Wealth Management Jobs in Oregon (NOW HIRING)

Bankers Life

Wealth Management Trainee

Portland, OR · On-site

$40K - $65K/yr

Wealth Management Trainee Compensation range: $40,000 - $65,000 Description: What are you looking ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

New

Bankers Life

Wealth Management Trainee

Portland, OR · On-site

... wealth management. * Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

New

Oxford Dental

Dental hygienist

Salem, OR · On-site

$55 - $60/hr

Whether you are an experienced clinician or an ambitious entry-level graduate looking for the ... Safely administer local anesthesia and pain-management protocols as required for patient comfort ...

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Oregon

Entry Level Wealth Management information

See Oregon salary details

$26.4K

$50.6K

$72.4K

How much do entry level wealth management jobs pay per year?

As of Sep 1, 2026, the average yearly pay for entry level wealth management in Oregon is $50,571.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,800.00 and $55,000.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What are the most commonly searched types of Wealth Management jobs in Oregon?

The most popular types of Wealth Management jobs in Oregon are:

What are popular job titles related to Entry Level Wealth Management jobs in Oregon?

For Entry Level Wealth Management jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management jobs in Oregon look for?

The top searched job categories for Entry Level Wealth Management jobs in Oregon are:

What cities in Oregon are hiring for Entry Level Wealth Management jobs?

Cities in Oregon with the most Entry Level Wealth Management job openings:

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 2% Contract, and 1% Nights. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,571 per year, or $24.3 per hour.

Wealth Management Trainee

Portland, OR • On-site

Bankers Life
See more jobs at Bankers Lifeexternal

$40K - $65K/yr

Other

Medical, Life

Posted yesterday

New

Job description

Position Title: Wealth Management Trainee

Compensation range: $40,000 - $65,000

Description:

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As a wealth management trainee on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way:

  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.

*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us?

  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams include uncapped commissions, renewals, bonuses and more.
  • Live life with exciting awards trips, lasting friendships, and true work-life integration.

Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.

Apply and learn more.


Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.

Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.

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