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Wealth Management Jobs in Springfield, OR (NOW HIRING)

Oregon Pacific Bank

Wealth Advisor

Eugene, OR · On-site

Wealth Advisor Oregon Pacific Wealth Management (OPWM) A Registered Investment Advisor Who We Are At Oregon Pacific Wealth Management, we believe wealth management is personal. As a relationship ...

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FP&A Manager - AI Trainer

Eugene, OR · Remote

$50 - $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 ...

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Financial Planner - AI Trainer

Eugene, OR · Remote

$50 - $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 ...

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M&A Associate - AI Trainer

Eugene, OR · Remote

$50 - $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 ...

DataAnnotation

Treasury Analyst - AI Trainer

Eugene, OR · Remote

$50 - $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 ...

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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 Jul 15, 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 does a wealth management job do?

A wealth management professional provides financial planning, investment advice, and portfolio management services to high-net-worth clients. They analyze clients' financial situations, develop strategies to meet their goals, and often use tools like financial software; certifications such as CFP or CFA are common. The role typically involves client meetings, market research, and ongoing portfolio monitoring.

What jobs fall under wealth management?

Jobs under wealth management include financial advisors, portfolio managers, estate planners, and private bankers. These roles involve providing financial planning, investment management, and estate services to high-net-worth clients, often requiring certifications like the CFP or CFA. Professionals in this field analyze client needs and develop tailored strategies to grow and protect wealth.

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.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or senior positions. Achieving this level often requires advanced certifications like the CFP or CFA, strong sales skills, and years of experience in the industry.

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.

Can you make 7 figures in wealth management?

Wealth management professionals can potentially earn seven-figure incomes, especially those who manage large client portfolios, have extensive experience, and hold advanced certifications like the CFA or CFP. High earnings often depend on client base size, commission structures, and business development skills, with top performers in the industry reaching these income levels through a combination of salary, bonuses, and commissions.

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 are the most commonly searched types of Wealth Management jobs in Springfield, OR? The most popular types of Wealth Management jobs in Springfield, OR are:
What job categories do people searching Wealth Management jobs in Springfield, OR look for? The top searched job categories for Wealth Management jobs in Springfield, OR are:
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 July 2026, with employment types broken down into 100% Part Time. Highlights an 60% In-person, and 40% Remote job distribution, with an average salary of $101,151 per year, or $48.6 per hour.
Wealth Advisor

Wealth Advisor

Oregon Pacific Bank

Eugene, OR • On-site

Full-time

Posted 3 days ago

Job description

Wealth Advisor

Oregon Pacific Wealth Management (OPWM)
A Registered Investment Advisor

Who We Are

At Oregon Pacific Wealth Management, we believe wealth management is personal. As a relationship-driven advisory firm, we put our clients first—always.

Our approach combines forward-thinking strategies, deep industry expertise, and a passion for helping clients achieve their financial goals. We specialize in holistic financial planning and investment management, empowering individuals and families through education, thoughtful planning, and personalized guidance.

About the Role

We’re looking for a growth-minded, client-first Wealth Advisor who is passionate about building relationships and delivering meaningful financial guidance.

In this role, you will:

  • Build and grow your own client base
  • Deliver comprehensive, personalized financial planning and investment advice
  • Act as a trusted partner in your clients’ long-term financial journey

You’ll have access to industry-leading tools, technology, and an internal referral network, along with operational and administrative support, so you can focus on what matters most: your clients.

What You’ll Do

  • Grow your practice by prospecting through events, seminars, networking, and referrals
  • Develop and execute a targeted marketing strategy to attract and engage clients
  • Build deep, lasting relationships and provide tailored financial solutions
  • Conduct client meetings and deliver comprehensive financial planning advice
  • Collaborate on presentations in both group and one-on-one settings
  • Maintain regular communication to ensure clients’ strategies evolve with their needs
  • Create and sustain a referral-based practice
  • Uphold the highest standards of ethics, compliance, and fiduciary responsibility
  • Stay current with licensing, regulations, and firm policies

What You Bring

Required Qualifications

  • FINRA Series 65 license
  • Bachelor’s degree and 5+ years of sales experience in financial services
    OR equivalent combination of education and experience (including HNW/UHNW client exposure)
  • Proven ability to build relationships and grow a book of business
  • Strong interpersonal and communication skills

What Sets You Apart

  • Entrepreneurial mindset with a strong drive to succeed
  • Passion for helping others achieve financial clarity and confidence
  • Natural ability to coach, guide, and simplify complex topics
  • CFP® designation (or willingness to obtain)
  • Experience prospecting, acquiring, and retaining clients
  • Strong grasp of financial planning, investments, tax, retirement, and estate strategies
  • Proficiency with Microsoft Office and financial planning tools

Why Join OPWM

  • Supportive, collaborative, and inclusive culture
  • Access to advanced planning tools and technology
  • Built-in referral network and growth opportunities
  • Freedom to shape your practice and career path
  • Opportunity to make a meaningful impact in clients’ lives

CORE BEHAVIORS for DELIVERING ON THE PROMISE

  • Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
  • Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
  • Influence. Be an active player in participating, building and contributing to service.
  • Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
  • Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
  • Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
  • Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
  • Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.


Oregon Pacific Wealth Management is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.