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Wealth Management Jobs in Springfield, OR (NOW HIRING)

DataAnnotation

Treasury Analyst - 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 ...

LPL Financial

Wealth Advisor - Banner Bank

Eugene, OR

$70K - $90K/yr

A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple ... Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain ...

HSBC

HSBC Fall Application Spotlight

Eugene, OR · On-site

In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth for generations to come. In Global Payments Solutions learn how we support corporate clients ...

New

HSBC

HSBC Fall Application Spotlight

Eugene, OR

In our Private Banking team, we partner with our clients to manage, grow, and preserve their wealth for generations to come. In Global Payments Solutions learn how we support corporate clients ...

New

Dollar Tree

Assistant Manager I

Eugene, OR · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Sweet Home, OR · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Eugene, OR

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Sweet Home, OR · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Eugene, OR

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Eugene, OR · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Assistant Manager I

Sweet Home, OR · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Assistant Manager I

Sweet Home, OR

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Showing results 21-40

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.

Commercial Banking Analyst - AI Trainer

DataAnnotation

Eugene, OR • Remote

$50 - $100/hr

Contractor

Re-posted 23 days ago

Data Annotation rating

6.9

Company rating: 6.9 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

198th of 242 rated software companies

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. 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 which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at $50-$100+/hr, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

#finance

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