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Wealth Advisor Jobs in Oregon (NOW HIRING)

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

TIAA

Wealth Advisor

Portland, OR

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

Oregon Pacific Bank

Wealth Advisor

Eugene, OR · On-site

$70K - $135K/yr

Wealth Advisor -- Eugene, Oregon Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor and wholly owned subsidiary of Oregon Pacific Bank Who We Are Oregon Pacific Wealth Management ...

Current

Senior Wealth Advisor

Portland, OR · On-site

$150K - $600K/yr

Cross Financial is seeking experienced wealth advisors with an established client base who are interested in transitioning their practice to an advisor-first platform. This opportunity is designed ...

Mariner

Associate Wealth Advisor (AWA)

Mcminnville, OR · On-site

$83K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

LPL Financial

Wealth Advisor - Mechanics Bank

Portland, OR · On-site

$68K - $80K/yr

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and ...

LPL Financial

Wealth Advisor - Banner Bank

Medford, OR

$70K - $90K/yr

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and ...

LPL Financial

Wealth Advisor - Banner Bank

Eugene, OR · On-site

$70K - $90K/yr

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and ...

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All JobsWealth Advisor JobsWealth Advisor Jobs in Oregon

Wealth Advisor information

See Oregon salary details

$49.7K

$109K

$157K

How much do wealth advisor jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth advisor in Oregon is $108,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,300.00 and $130,600.00 per year, depending on experience, location, and employer.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

How much money do wealth advisors make?

Wealth advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $200,000 annually.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning software, and compliance with industry regulations are also important.

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 jobs in Oregon?

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

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

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

What cities in Oregon are hiring for Wealth Advisor jobs?

Cities in Oregon with the most Wealth Advisor job openings:

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

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

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Oregon as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $108,985 per year, or $52.4 per hour.

Senior Wealth Advisor

Mariner

Tigard, OR • On-site

$150K - $200K/yr

Full-time

Re-posted 21 days ago

Job description

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
  • Lead client meetings at all phases of the wealth planning cycle to identify complex issues and offer creative solutions to help clients achieve their goals
  • Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios
  • Participate in building new client relationships in collaboration with strategic partners
  • Commitment to advanced continuing education and team development at all levels
  • Train and mentor associates across the wealth advisory team

Qualifications
  • Bachelor's degree required
  • 10+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
  • Series 65, CFP or CFA required

Skills And Knowledge
  • Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
  • Depth of experience working with high net worth or ultra-high net worth clients
  • Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management, and communication skills
  • Demonstrated talent development experience, as well as training and mentoring new staff
  • Excellent organizational and time management skills in a high energy environment to manage multiple priorities
  • Strong attention to detail

Note: All Senior Wealth Advisors must have a clean U4 with no disclosures.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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