Build long-term wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools. * Carrier Depth: Immediate ...
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Build long-term wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools. * Carrier Depth: Immediate ...
Build long-term wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools. * Carrier Depth: Immediate ...
Build long-term wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools. * Carrier Depth: Immediate ...
Customer Service Associate I
Junction City, OR · On-site
$14 - $19.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Junction City, OR · On-site
$14 - $19.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Springfield, OR · On-site
$15 - $20.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Cottage Grove, OR · On-site
$14.75 - $20.50/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Cottage Grove, OR · On-site
$14.75 - $20.50/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Eugene, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Eugene, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Junction City, OR · On-site
$14 - $19.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Junction City, OR · On-site
$14 - $19.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Sweet Home, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Sweet Home, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Lebanon, OR · On-site
$15.50 - $21.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Lebanon, OR · On-site
$15.50 - $21.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$13.75 - $18.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$13.75 - $18.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Cottage Grove, OR · On-site
$14.75 - $20.50/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Cottage Grove, OR · On-site
$14.75 - $20.50/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Eugene, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Eugene, OR · On-site
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$14.50 - $20/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$15.50 - $21.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
$15.50 - $21.25/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Creswell, OR · On-site
$13.75 - $18.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Customer Service Associate I
Creswell, OR · On-site
$13.75 - $18.75/hr
Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...
Wealth Management information
See Springfield, OR salary details
$77.6K - $81.6K
8% of jobs
$81.6K - $85.5K
8% of jobs
$89K is the 25th percentile. Wages below this are outliers.
$85.5K - $89.5K
9% of jobs
$89.5K - $93.4K
9% of jobs
$93.4K - $97.4K
9% of jobs
The median wage is $99.9K / yr.
$97.4K - $101.3K
8% of jobs
$101.3K - $105.3K
10% of jobs
$105.3K - $109.2K
9% of jobs
$110.1K is the 75th percentile. Wages above this are outliers.
$109.2K - $113.2K
9% of jobs
$113.2K - $117.1K
8% of jobs
$117.1K - $121.1K
9% of jobs
$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?
| Aspect | Wealth Management | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, Series 7, Series 66 often required |
| Work Environment | High-net-worth client focus, comprehensive services | General client financial planning, investment advice |
| Employer & Industry | Private banks, wealth management firms | Independent, 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:
Contractor
Medical, Life
Posted 8 days ago
Job description
Independent Licensed Life Insurance Agent– Remote The Opportunity
Are you an active, licensed life insurance agent tired of restrictive "captive" contracts, low commission caps, or lack of lead transparency?
We are looking for seasoned professionals to join our platform as independent advisors. This is a 1099 partnership designed for producers who know the industry and want to maximize their ROI by leveraging 50+ top-rated carriers and a robust, automated infrastructure.
Key Responsibilities- Consultative Sales: Conduct high-level financial protection assessments for diverse client portfolios.
- Carrier Selection: Leverage our platform to quote and bind policies across 50+ carriers, ensuring the best fit for the client.
- Pipeline Management: Utilize our advanced CRM and automation tools to manage high-volume lead flows and client renewals.
- Scale & Lead: (Optional) Build and mentor your own agency within our ecosystem to generate override income.
- Uncapped High-Contract Levels: Competitive commission tiers with performance-based increases.
- Zero Commission Splits on Leads: Access high-intent leads at cost; keep 100% of your earned commission.
- Full Portability: You own your book of business from day one.
- Vested Renewals: Build long-term wealth with immediate vesting on renewal income.
- Elite Tech Stack: Full access to CRM, automated marketing funnels, and multi-carrier quoting tools.
- Carrier Depth: Immediate access to A-rated carriers (Term, IUL, Whole Life, Final Expense).
- Currently Licensed: You hold an active Life & Health (or Life-only) license in at least one state.
- Proven Track Record: You have a history of consistent production and understand the nuances of the life insurance sales cycle.
- Self-Sufficient: You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level support community.
- Tech-Savvy: Comfortable navigating modern CRM systems and virtual sales platforms.
- Active Resident Life Insurance License (Required).
- Errors & Omissions (E&O) Insurance.
- Must be authorized to work in the United States.
- A dedicated home office setup with high-speed internet.
- 1099 Independent Contractor: True entrepreneurial freedom.
- High Upfront Commissions: Aggressive advance schedules.
- Passive Income: Monthly renewal income and performance bonuses.
- Agency Overrides: Compensation for those interested in the leadership and recruitment track.
Note: This is a commission-only partnership for licensed professionals looking to scale their existing business or transition to a more lucrative platform.
Ready to Scale?If you are a producer who is ready to leave the "trainee" environment behind and start earning what your production is actually worth, we want to talk.
PandoLogic. Keywords: Insurance Agent, Location: Eugene, OR - 97440 , PL: 603957393