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Wealth Management Associate 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 ... Train and mentor associates across the wealth advisory team Qualifications * Bachelor's degree ...

Mariner

Associate Wealth Advisor (AWA)

Tigard, 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 ...

U.S. Bank

Wealth Management Client Associate

Oregon City, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

US Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

TIAA

Wealth Advisor

Portland, OR

$80K - $95K/yr

Manages time and resources efficiently and effectively * Develops and implements strategic and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

Effective communication and organizational skills necessary for day to day relationship management with both internal and external clients and partners. Proficient with Microsoft Office applications ...

U.S. Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

US Bank

Wealth Management Client Associate

Gresham, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

U.S. Bank

Wealth Management Client Associate

Portland, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

US Bank

Wealth Management Client Associate

Hillsboro, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

US Bank

Wealth Management Client Associate

Oregon City, OR · On-site

$21.25 - $28.32/hr

... management with both internal and external clients and partners - Proficient with Microsoft Office applications and demonstrates capacity to quickly adapt to proprietary software If there's anything ...

Focus Partners Wealth

Associate Wealth Advisor

Portland, OR · On-site

$74K - $84K/yr

The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Responsibilities include creating and implementing strategies in retirement, risk management, tax ...

Mainspring Wealth Advisors LLC

Be Seen First

Associate Financial Planner

Bend, OR · On-site

$72K - $78K/yr

Position Summary We are seeking an Associate Financial Planner for our wealth management office in Bend, Oregon. Candidates who thrive in a small team environment and want to be involved in all ...

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Wealth Management Associate information

See Oregon salary details

$11

$21

$35

How much do wealth management associate jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for wealth management associate in Oregon is $21.01, according to ZipRecruiter salary data. Most workers in this role earn between $15.77 and $21.88 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
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 Wealth Management Associate jobs in Oregon? For Wealth Management Associate jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Oregon look for? The top searched job categories for Wealth Management Associate jobs in Oregon are:
What cities in Oregon are hiring for Wealth Management Associate jobs? Cities in Oregon with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Oregon as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, 1% Contract, and 1% Nights. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,694 per year, or $21 per hour.

Senior Wealth Advisor

Mariner

Tigard, OR • On-site

$150K - $200K/yr

Full-time

Re-posted 3 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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