ZipRecruiter

Log In

1

Wealth Manager Jobs in Oregon (NOW HIRING)

Mariner

Senior Wealth Advisor

Tigard, OR · On-site

$150K - $200K/yr

The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

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 ...

US Bank

Wealth Management Advisor

Gresham, OR

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

next page

Showing results 1-20

All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Oregon

Wealth Manager information

See Oregon salary details

$25.9K

$62.9K

$122.6K

How much do wealth manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for wealth manager in Oregon is $62,935.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,400.00 and $72,400.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
More about Wealth Manager jobs

What are popular job titles related to Wealth Manager jobs in Oregon?

For Wealth Manager jobs in Oregon, the most frequently searched job titles are:

What job categories do people searching Wealth Manager jobs in Oregon look for?

The top searched job categories for Wealth Manager jobs in Oregon are:

What cities in Oregon are hiring for Wealth Manager jobs?

Cities in Oregon with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Oregon as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $62,935 per year, or $30.3 per hour.

Senior Wealth Management Associate

Coldstream Wealth Management

Portland, OR • Hybrid

Full-time

Re-posted 12 days ago

Job description

If you're looking to leverage your background in financial planning and client service within a team that values proactive, holistic planning, Coldstream Wealth Management could be the perfect next step for you.

Arnerich Massena was founded in 1991 and specialized in providing portfolio management, investment advisory, and family office services for high-net-worth individuals, families, endowments, and foundations. The company was known for investing with vision, passion, and purpose, with a focus on both client service and community commitment. In 2024, Arnerich Massena merged with Coldstream. Located in NE Portland, the team is now adding a Senior Wealth Management Associate position.

This position has the opportunity for career advancement within client service/team operations or towards becoming a Wealth Manager (advisor). As a Sr. Wealth Management Associate, you will build relationships, translate complex information, and coordinate the delivery of outstanding client service.

We have a hybrid work environment, with team members working in our office three days per week (Tuesday through Thursday, 8:00-5:00) and then able to work remotely the other two days if they choose.

Specific responsibilities include:

  • Act as a primary point of contact for clients, outside advisors (CPAs/attorneys), and custodians
  • Participate in client meetings, manage agenda, record notes, prepare summary emails, and manage post-meeting action items
  • Utilize financial planning tools to analyze and assist in making recommendations regarding clients' cash flow, long-term plan, and asset allocation decisions
  • Prepare analysis for clients to provide context for financial decisions, such as buying or maintaining life/disability/LTC insurance, funding 529 plans, or refinancing debt
  • Coordinate, manage and delegate workflow to the team's Client Service Associates
  • Oversee annual tax reporting and completion of relevant tax documentation in coordination with CPAs
  • Oversee the preparation and processing of all documentation related to client onboarding, implementation, and ongoing maintenance; review documentation prepared by CSAs
  • Coordinate client 'touch points,' including anniversaries, thank you notes, and gifts

Apply