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Wealth Advisor Associate Jobs in Oregon (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Portland, OR

$86K - $107K/yr

Certifications: * Chartered Financial Advisor (CFA) * Certified Financial Planner (CFP ... If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ...

LPL Financial

Client Service Associate - Remote

OR · On-site +1

$25.85 - $43.08/hr

The primary role of the Client Service Associate (CSA) is to provide administrative support to an ... the wealth management industry * 3+ years of prior ADMIN to an ADVISOR experience in a client ...

Bakertilly

Private Wealth Tax Principal

Eugene, OR · On-site

Advise and make recommendations to clients on business succession planning * Build on technical ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Bakertilly

Private Wealth Tax Principal

Portland, OR · On-site

Advise and make recommendations to clients on business succession planning * Build on technical ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

US Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

Bancorp Advisors. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

Bancorp Advisors. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence ...

US Bank

Wealth Management Client Associate

Gresham, OR · On-site

$21.25 - $28.32/hr

Bancorp Advisors. Performs administrative support duties to assist Financial Advisors such as: making and tracking appointments, preparing investment proposals/reviews/routine correspondence ...

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Wealth Advisor Associate information

See Oregon salary details

$40.7K

$71K

$118.9K

How much do wealth advisor associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth advisor associate in Oregon is $71,004.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,300.00 and $87,200.00 per year, depending on experience, location, and employer.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is the difference between Wealth Advisor Associate vs Financial Advisor?

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

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

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

What are popular job titles related to Wealth Advisor Associate jobs in Oregon?

For Wealth Advisor Associate jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor Associate jobs in Oregon look for?

The top searched job categories for Wealth Advisor Associate jobs in Oregon are:

What cities in Oregon are hiring for Wealth Advisor Associate jobs?

Cities in Oregon with the most Wealth Advisor Associate job openings:

Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $71,004 per year, or $34.1 per hour.

Client Service Associate

Coldstream Wealth Management

Portland, OR • On-site

$15.25 - $21.25/hr

Full-time

Re-posted 9 days ago

Job description

If you're interested in starting a career in financial services, Coldstream has a fantastic opportunity to join one of our wealth management teams! As a Client Service Associate with a supportive team, you will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

Our team, formerly known as Cable Hill Partners, has been serving clients for over 11 years, helping them align their financial lives with their values, while ensuring our work reflects our own. We are a team of individuals who strive for excellence in everything we do, from how we show up for one another, to the way we deliver a thoughtful, high-quality client experience. In June of 2025 Cable Hill Partners merged with Coldstream, and now we are looking to grow our team.

Team members work from our SW Portland office Monday - Thursday 7:30-4:00pm and Fridays 7:30-2:00pm.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials in advance
  • Coordinating the new client onboarding process:
  • Opening brokerage accounts, establishing cashiering needs, setting up online reporting access
  • Updating cost basis, tracking required minimum distributions, reconciling account information
  • Sending and receiving documents to clients, their advisors, and investment custodians
  • Entering and maintaining client data and activity notes in our CRM system

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