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Wealth Management Associate Jobs in Springfield, OR

Dollar Tree

Assistant Manager I

Sweet Home, OR · On-site

Help the Store Manager supervise, train, and develop Store Associates * Ensure a positive, safe ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Enlyte

Medical Field Case Manager

Eugene, OR · On-site

$90K - $98K/yr

Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ... URAC-recognized certification in case management (CCM, CDMS, CRC, CRRN or COHN, COHN-S, RN-BC, ACM ...

Enlyte

Medical Field Case Manager

Eugene, OR · On-site

$90K - $98K/yr

Education: Associates Degree or Bachelor's Degree in Nursing or related field. * Experience: 2+ ... URAC-recognized certification in case management (CCM, CDMS, CRC, CRRN or COHN, COHN-S, RN-BC, ACM ...

Traveling with Tasha

Customer Care Associate

Eugene, OR · On-site

$14.75 - $20.25/hr

About the job Customer Care Associate Overview We are hiring a Customer Relations Specialist to ... This position is fully remote and well suited for individuals who enjoy helping others, managing ...

Walmart

Online Order Filling Team Associate

Eugene, OR · On-site

$16 - $29/hr

Opening, Morning Location Walmart Supercenter #3258 4550 W 11TH AVE, EUGENE, OR, 97402, US Job Overview Online Order Filling associates have one focus: to fill and dispense online orders. They locate ...

Walmart

Online Order Filling Team Associate

Lebanon, OR · On-site

$16 - $29/hr

Opening, Morning Location Walmart Supercenter #1775 3290 S SANTIAM HWY, LEBANON, OR, 97355, US Job Overview Online Order Filling associates have one focus: to fill and dispense online orders. They ...

Walmart

Online Order Filling Team Associate

Eugene, OR · On-site

$16 - $29/hr

Opening, Morning Location Wal-Mart #2538 1040 GREEN ACRES RD, EUGENE, OR, 97408, US Job Overview Online Order Filling associates have one focus: to fill and dispense online orders. They locate ...

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

Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Jul 7, 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

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 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 Series 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.

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

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What job categories do people searching Wealth Management Associate jobs in Springfield, OR look for? The top searched job categories for Wealth Management Associate jobs in Springfield, OR are:
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
Assistant Manager I

Assistant Manager I

Dollar Tree

Sweet Home, OR • On-site

Part-time

Medical, Dental, Vision, Retirement

Posted 13 days ago

Dollar Tree rating

4.4

Company rating: 4.4 out of 10

Based on 2,461 frontline employees who took The Breakroom Quiz

37th of 39 rated national retailers

Job description

We're seeking an Assistant Store Manager to join our team to help with store operations, customer service and team development. Duties include, but are not limited to, the following:
  • Assist with store functions and day-to-day store activities

  • Help customers in a positive, approachable manner and address any questions or concerns they may have

  • Help organize, and transfer merchandise from delivery truck to stockroom to sales floor as needed and ensure the seasonal areas of the store are maintained

  • Perform opening and closing procedures as needed

  • Process all corporate directives including Pull and Hold/Destroy, Task Compliance, Key Survey information requests and any additional communications related to store activities

  • Maintain promotional effectiveness of store-front fixtures and displays

  • Assist in ordering merchandise, processing damaged merchandise, record keeping (including payroll, scheduling, and cash register deposits and receipts), and loss prevention

  • Maintain areas of the store, including a well-stocked sales floor and organized stockroom, to company standards

  • Protect and secure all company assets, including store cash

  • Adhere to policies and procedures including safety guidelines and ensure all store associates follow company policies and procedures

  • Help the Store Manager supervise, train, and develop Store Associates

  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders

  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable

  • Other duties as assigned*

Skills and Experience:
  • High school diploma or equivalent is preferred; ability to read, interpret, and explain operational directives (e.g., merchandise schematics, etc.) is required

  • Store management experience in retail, grocery, or drug store environment is preferred

  • Must be able to lift up to 55 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting

  • Strong communication, interpersonal, and written skills are required

  • Ability to work in a high-energy, team environment is required

  • Exceptional customer service, organizational, and communication skills are required

  • Strong problem solving and decision-making skills are required

Perks and Benefits:
We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:
  • Employee Assistance Program

  • Retirement plans

  • Educational Assistance

  • And much more!

We are an equal opportunity employer committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.
This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.
Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.
Part time
2414 Main St..,Sweet Home,Oregon 97386
07588
Dollar Tree

What Dollar Tree employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Dollar Tree

Sourced by ZipRecruiter

With Dollar Tree and Family Dollar, we put value front and center for our customers. We do this by providing our customers with quality merchandise, amazing values, convenience, and a fun shopping experience. Whether you’re looking for the thrill of the hunt at Dollar Tree or shopping for your favorite brands at Family Dollar, you’re sure to find savings on a great selection of merchandise in our stores.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Chesapeake, VA, US

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