ZipRecruiter

Log In

1

Wealth Management Trainee Jobs in Oregon (NOW HIRING)

previous page

Showing results 21-21

All JobsWealth Management JobsWealth Management Trainee JobsWealth Management Trainee Jobs in Oregon

Wealth Management Trainee information

See Oregon salary details

$14

$22

$38

How much do wealth management trainee jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for wealth management trainee in Oregon is $22.36, according to ZipRecruiter salary data. Most workers in this role earn between $16.25 and $25.67 per hour, depending on experience, location, and employer.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant education such as a finance or economics degree, develop strong interpersonal and analytical skills, and consider earning certifications like the Series 7 or 66. Internships or entry-level positions in finance can also provide valuable industry exposure and demonstrate commitment to the field.

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

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What is the difference between Wealth Management Trainee vs Financial Advisor?

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by wealth management trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

What is a wealth management trainee?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.
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 Trainee jobs in Oregon? For Wealth Management Trainee jobs in Oregon, the most frequently searched job titles are:
What job categories do people searching Wealth Management Trainee jobs in Oregon look for? The top searched job categories for Wealth Management Trainee jobs in Oregon are:
What cities in Oregon are hiring for Wealth Management Trainee jobs? Cities in Oregon with the most Wealth Management Trainee job openings:
Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $46,510 per year, or $22.4 per hour.

Now Hiring Real Estate Agent Partner Trainee

PLACE

Roseburg, OR • On-site

$40K - $100K/yr

Contractor

Re-posted 12 days ago

Job description

Summary
We are looking for a driven and meticulous individual to become a key member of our energetic real estate team. The successful candidate will play a vital role in assisting with property management tasks and cultivating strong client connections, guaranteeing seamless operations and outstanding service quality.
Responsibilities
Responsibilities
  • Graduate from our New Agent Launch

We have a super-dialed 86 day launch that teaches you all you need to know to be a successful Realtor in today's market. The average agent closes (and pending) 3.4 transactions during this time.
  • Work with sales agent to help buyer's find the perfect home

Who doesn't love to look at houses all day? :) Be a student of the game and master the back-end of the industry while you earn money as a Showing Agent.
  • Provide detailed, written feedback to confirm or refine clients' search criteria

We have a great training plan that involves excellent communication & when the agent gets their buyer's offer accepted, we all win!
  • Write and negotiate offers on behalf of the sales agent and clients

Nothing better than in-person training to learn the ins and outs of Real Estate!
  • Lead generate a minimum of 10 hours a week

This is ONLY the team for you if you plan to show up and work hard. We will give you all the scripts and training so you know exactly what to say/do each day!
  • Participate in team activities per team standards

We have a great work ethic on our team and we all show up 3 or more days a week to the office. All of our agents are full time. We do client events, script practice, dialing, door knocking and social media. You get to do all this with us!
  • Commit to weekly 1:1 Coaching Session, Training and Partner Call

We treat this job like a career and not a hobby. We will help you create a weekly calendar so you always know what to do.
  • Track tasks and activities in PLACE Technology

We have an amazing data entry system for you to track all your calls/appointments.
Qualifications
Qualifications
You are energized by working with people, hungry for success, and pride yourself in your ability to develop and maintain professional relationships. You have a desire to grow both personally & professionally. You want to give back to your community & make an impact.
  • REAL ESTATE License Required
  • People-oriented
  • Driven
  • Can follow a schedule & are punctual
  • Will show up to the office
  • Positive, happy attitude
  • Ability to spend a large amount of time driving in their car
  • Ability to analyze clients' needs and wants and match them to homes
  • Learning based & coachable
  • Ambitious with proven ability to succeed
  • High school graduate
About-our-team
The Mary Gilbert Group is known for its service and expertise in residential, ranch and farm, multi-family luxury listings and is a top producer in the Umpqua Valley market.
The Mary Gilbert Group is actively looking for professionals who are committed to being experts at every step of every real estate transaction, and leaders who are proactive in self-improvement.
Mary focuses on training and coaching to ensure that all her agents have the best clients and can achieve their goals.
The team builds agents into high-performing, high-income earners who are fulfilled by delivering the dream of home ownership to their clients every week.
Why Join OUR Team?
Joining The Mary Gilbert Group means three things: Leads, Listings and Leverage. It also gives structure and systems to perform and earn at the highest levels. On the team you'll not only earn more, you'll have more time to do what you love.
Doing things on the team means not doing things alone. It means having an incredible support staff underneath you to help you accomplish your goals. It also means minimizing risk, creating high cost efficiency, little to no expense, and building long-term and sustainable wealth.
Done are the days of cyclical production. You'll have the opportunity to become a true partner with us. Everything you need to function at the highest level in real estate, and in your life is right here for your disposal.
We are structured as a team and built around helping you accomplish YOUR goals and desires. However far you want to go, however high you want to grow there is a path and a system already in place to allow it. It's what you want that matters. The best part is no matter what your goals are, real estate is just the vehicle to the desired destination. It's a lever you can pull to get anything you want.
By having all the leads, listings, and leverage that you want, you can build a career and a life that has no ceiling and puts you in control of your potential.
All of this is powered by PLACE. At no cost to you (meaning your splits stay the same) you have access to the top 1% real estate training and real estate business services in the world. By leveraging PLACE we now have the best in marketing, business planning, accounting, administration, benefits, legal advice and consumer technology. Everything real estate is now all in one PLACE, and it's here at The Mary Gilbert Group Powered by Place.
If you hate mediocrity, are team-oriented, and seek to work with the best of the best in helping clients in Oregon, learn more about The Mary Gilbert Group.
Come build real wealth in real estate with The Mary Gilbert Group.
Company Website: www.marygilbert.com

Apply