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Wealth Management Jobs in Springfield, OR (NOW HIRING)

Oregon Pacific Bank

Wealth Advisor

Eugene, OR · On-site

$70K - $135K/yr

Wealth Advisor -- Eugene, Oregon Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor and wholly owned subsidiary of Oregon Pacific Bank Who We Are Oregon Pacific Wealth Management ...

Oregon Pacific Bank

Trust Portfolio Manager

Eugene, OR · On-site

$64K - $93K/yr

Experience in trust administration, wealth management operations, portfolio administration, trading support, or related financial services * Certifications: CFP or CFA or willingness to work towards ...

DataAnnotation

FP&A Manager - AI Trainer

Eugene, OR · Remote

$50 - $100/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 ...

DataAnnotation

M&A Associate - AI Trainer

Eugene, OR · Remote

$50 - $100/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 ...

DataAnnotation

Financial Planner - AI Trainer

Eugene, OR · Remote

$50 - $100/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 ...

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Showing results 1-20

All JobsWealth Management JobsWealth Management Jobs in Springfield, OR

Wealth Management information

See Springfield, OR salary details

$77.6K

$101.2K

$121.1K

How much do wealth management jobs pay per year?

As of Aug 7, 2026, the average yearly pay for wealth management in Springfield, OR is $101,151.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,500.00 and $112,800.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
More about Wealth Management jobs
What cities near Springfield, OR are hiring for Wealth Management jobs? Cities near Springfield, OR with the most Wealth Management job openings:
Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Springfield, OR as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $101,151 per year, or $48.6 per hour.

Wealth Management Coordinator (Lane County)

Oregon Community Credit Union

Eugene, OR • On-site

$25 - $31/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 15 days ago

Oregon Community Credit Union rating

10.0

Company rating: 10.0 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

OCCU is a member-owned credit union based in Eugene, Oregon, guided by a clear and meaningful vision: to Enrich Lives. This purpose drives everything we do—from how we serve our members to how we support one another as colleagues. With a strong commitment to community impact, OCCU lives its values of tenacity, humility, and big-heartedness every day.

We’re seeking a highly organized, service-focused Wealth Management Coordinator to support our Wealth Management team and deliver exceptional member experience. This on-site role is based in Lane County and offers a starting pay range of $25.00–$31.00 per hour. Spanish-speaking candidates who pass a proficiency test earn an additional $2 per hour.

About the Role:

The Wealth Management Coordinator provides essential administrative and operational support to OCCU’s Wealth Management Program. This role serves as a key point of contact for members, advisors, and internal partners, ensuring smooth coordination of appointments, documentation, member onboarding, and service requests. The Coordinator also supports educational seminar logistics, maintains accurate records, and processes sensitive financial information with a high degree of confidentiality and professionalism.

This position requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Key Responsibilities:

  • Serve as a primary resource for Wealth Management team members, staff, and members, providing information and support
  • Coordinate member appointments, onboarding, and service requests, including opening new accounts and processing changes
  • Provide administrative support such as preparing files, managing correspondence, maintaining records, and completing data entry and reporting tasks
  • Support Wealth Management Advisors by scheduling appointments, setting follow-ups, and assisting with client requests (e.g., checks, transfers, address changes)
  • Coordinate logistics for member educational seminars, including materials, registration, venue arrangements, and tracking results
  • Maintain confidentiality and ensure compliance with regulatory and documentation requirements
  • Collaborate with internal departments to support member needs and ensure consistent processes across administrative functions

What We’re Looking For:

  • Two or more years of administrative/clerical and customer service experience
  • Strong proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Excellent verbal and written communication skills
  • Ability to multitask, prioritize, and maintain accuracy in a fast-paced environment
  • Strong attention to detail and ability to handle confidential information
  • Ability to work collaboratively and support multiple advisors
  • Critical thinking and problem-solving skills

Preferred Qualifications:

  • Experience in a financial institution or investment services environment
  • Familiarity with financial documentation, forms, or compliance processes
  • SIE, Series 7, Series 65/66, or applicable state insurance licenses (preferred but not required)

Education:

A high school diploma, GED, or equivalent is required. Equivalent combinations of education and experience will be considered.

Why Join OCCU:

OCCU offers a comprehensive compensation and benefits package designed to support your well-being and professional growth, including:

  • Low-cost medical, dental, and vision insurance
  • 401(k) retirement plan with employer match
  • Paid time off plus 13 paid holidays
  • Tuition reimbursement for eligible education and training
  • Company-paid long-term disability
  • 40 hours of company-paid core time annually for full-time employees to participate in community volunteer opportunities

OCCU is an Equal Opportunity Employer and welcomes applications from all qualified candidates. If you’re passionate about providing exceptional service, supporting financial operations, and contributing to a collaborative team environment, we encourage you to apply online by submitting your resume and cover letter outlining your qualifications and experience.

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