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Wealth Management Associate Jobs in Springfield, OR

Tidepool Wealth Strategies

Be Seen First

Associate Advisor

Eugene, OR · On-site

$53K - $70K/yr

... wealth management goals. This is an exciting opportunity for motivated individuals eager to grow ... Associate Advisor is intended as an entry-level role with upward potential. Qualifications Required

Focus Partners Wealth

Tax Associate

Eugene, OR

$58K - $78K/yr

Focus Partners Wealth seeks a motivated and qualified individual for the position of Tax Associate ... Communicate effectively with tax managers, advisors, and their clients in a timely and professional ...

DataAnnotation

M&A Associate

Eugene, OR · Remote

$40 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Bakertilly

Private Wealth Tax Principal

Eugene, OR

Manage client engagement staffing, billings/collections, and ensure client profitability targets ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Dollar Tree

Customer Service Associate II

Creswell, OR · On-site

$13.75 - $18.75/hr

Managing sales transactions while working assigned cash register * Maintaining 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

Springfield, 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

Junction City, OR

$14 - $19.25/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

Springfield, OR

$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 ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Springfield, OR

Wealth Management Associate information

See Springfield, OR salary details

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How much do wealth management associate jobs pay per hour?

As of Jun 13, 2026, the average hourly pay for wealth management associate in Springfield, OR is $20.56, according to ZipRecruiter salary data. Most workers in this role earn between $15.43 and $21.39 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 an entry level job in wealth management?

An entry-level job in wealth management typically includes roles such as Wealth Management Associate or Financial Advisor Trainee, focusing on client service, financial planning support, and investment research. These positions often require strong communication skills, basic financial knowledge, and may involve working under the supervision of experienced professionals to gain industry experience.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

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, and why are they important?

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.

Can financial advisors make $500,000 a year?

Wealth management associates and financial advisors can earn $500,000 or more annually, especially with high client assets, commissions, and bonuses. Achieving this level typically requires extensive experience, strong client relationships, and often certifications like the CFP or CFA. Income varies widely based on location, firm size, and individual performance.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, $200,000 can be a significant amount to invest or manage, but whether it is sufficient depends on individual financial goals and the complexity of the portfolio. Financial advisors typically work with clients across a wide range of assets, and many recommend starting with at least $50,000 to $100,000 for personalized services, though some may work with lower or higher amounts. The role involves understanding client needs and developing tailored strategies, regardless of the initial investment size.
What cities near Springfield, OR are hiring for Wealth Management Associate jobs? Cities near Springfield, OR with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Wealth Advisor (Hybrid - Bend, OR)

Wealth Advisor (Hybrid - Bend, OR)

Oregon Community Credit Union

Eugene, OR • Hybrid

$84K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

Oregon Community Credit Union rating

9.9

Company rating: 9.9 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

Job description

OCCU, a member-owned credit union based in Eugene, Oregon, is guided by its vision to Enrich Lives. This vision shapes every action, aligning the team with a greater sense of purpose. With each interaction, OCCU strives to positively impact individuals and communities. The values of tenacity, humility, and big-heartedness are central to OCCU's commitment to prioritizing members.

OCCU is seeking a Wealth Advisor to join the Wealth Management team. This hybrid position (both on-site and remote) is based in Central Oregon and will support both the Redmond and Bend, Oregon branches. This position offers a forgivable draw pay structure, with a minimum annual compensation of $84,000.00 and the opportunity to earn additional commission through higher production.

The Wealth Advisor serves as a trusted guide for members and prospects, assessing their needs to recommend suitable investment options and financial planning. They promote Investment Services and aim to grow OCCU Wealth Managements asset base.

Wealth Advisors focus on building and maintaining strong member relationships through financial planning support, education on investment options, and strategies to enhance financial health, while growing a book of business through outreach and referral development. Additional duties include participating in OCCU and community events, collaborating with internal partners and external experts, maintaining accurate and compliant client records, supporting member education seminars, clearly communicating ideas and processes, providing staff training as needed, maintaining vendor relationships, and ensuring full compliance with BSA regulations, including required reporting and training.

Applicants need at least three years of similar or related experience, strong interpersonal skills with an entrepreneurial approach to expanding the client base, and sound judgment in adopting investment positions agreed to by clients. Prior experience as a Licensed Associate Advisor, Financial Advisor, or Financial Planner is required. A bachelors degree, preferably in Accounting or Finance, or equivalent experience driving measurable business outcomes, is required, along with full licensure including Series 7, 65/66, and applicable state insurance licenses.

OCCU offers a comprehensive compensation and benefits package, including low-cost medical, dental, and vision insurance, a 401(k)-retirement plan with employer match, paid time off in addition to 13 paid holidays, tuition reimbursement for eligible education and training, and company-paid long-term disability.

OCCU is an Equal Opportunity Employer, and qualified candidates are encouraged to apply online by submitting their resume and cover letter detailing their qualifications and experience.

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