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Wealth Management Associate Jobs in Salem, OR (NOW HIRING)

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 ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

Wealth Enhancement Group

Financial Advisor

Salem, OR

$100K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

Maps Credit Union

Financial Advisor

Salem, OR

Reporting to the Chief Engagement Officer and supported by the Wealth Operations Manager, our advisors operate in a collaborative environment that values integrity, professionalism, lifelong learning ...

Maps Credit Union

Financial Advisor

Salem, OR · On-site

Reporting to the Chief Engagement Officer and supported by the Wealth Operations Manager, our advisors operate in a collaborative environment that values integrity, professionalism, lifelong learning ...

Dollartree

Store Manager Trainee

Salem, OR · On-site

$19.50 - $23.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Salem, OR · On-site

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Mcminnville, OR · On-site

$14.75 - $20.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Dallas, OR

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Salem, OR · On-site

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Newberg, OR · On-site

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Silverton, OR · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Salem, OR · On-site

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Salem, OR

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Albany, OR

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Woodburn, OR · On-site

$15 - $20.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Salem, OR

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for wealth management associate in Salem, OR is $19.99, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.82 per hour, depending on experience, location, and employer.

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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Salem, OR?

The most popular types of Wealth Management jobs in Salem, OR are:

What cities near Salem, OR are hiring for Wealth Management Associate jobs?

Cities near Salem, OR with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Salem, OR as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $41,586 per year, or $20 per hour.

Associate Wealth Advisor (AWA)

Mcminnville, OR • On-site

Mariner
See more jobs at Marinerexternal

$83K - $100K/yr

Full-time

Re-posted 2 days ago

Job description

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's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
  • Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
  • Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
  • Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
  • Critical in supporting, retaining and building meaningful client relationships
  • Participate in the sales process in partnership with team to build new client relationships
  • Actively develop skills in various software programs for investment and financial planning

Qualifications
  • Bachelor's degree (degrees in finance or related field are a plus)
  • 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
  • CFP designation or Series 65 required

Skills & Knowledge
  • Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
  • Previous experience with high net worth or ultra-high net worth clients/families is preferred
  • Experience utilizing financial planning software (eMoney, MoneyGuide Pro)
  • Highly effective interpersonal, relationship management and communication skills
  • Strong attention to detail Excellent organizational and time management skills in a high-energy environment to manage multiple priorities

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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.
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