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Wealth Manager Jobs in Oregon (NOW HIRING)

US Bank

Wealth Management Banker NMLS

Portland, OR

$98K - $120K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

New

U.S. Bank

Wealth Management Banker NMLS

Redmond, OR · On-site

$86K - $101K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

US Bank

Wealth Management Banker NMLS

Redmond, OR

$86K - $101K/yr

The Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order to deliver the full spectrum of U.

Northern Trust

Sr. Wealth Strategist

Portland, OR · On-site

$128K - $166K/yr

Wealth Strategists are responsible for cultivating new relationships with individuals, families ... You will also manage the transition of ongoing client contact and account management to the ...

Northern Trust

Sr. Wealth Strategist

Portland, OR · On-site

$128K - $166K/yr

Wealth Strategists are responsible for cultivating new relationships with individuals, families ... You will also manage the transition of ongoing client contact and account management to the ...

Northern Trust

Sr. Wealth Strategist

Portland, OR · On-site

$128K - $166K/yr

Wealth Strategists are responsible for cultivating new relationships with individuals, families ... You will also manage the transition of ongoing client contact and account management to the ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

Wealth Enhancement Group

Financial Advisor

Clackamas, OR · On-site

$110K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

Wealth Enhancement Group

Financial Advisor

Salem, OR · On-site

$100K - $130K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of ...

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

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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 Client Service Associate

Coldstream Wealth Management

Portland, OR • Hybrid

$70K - $80K/yr

Full-time

Re-posted 17 days ago

Job description

Providing exceptional service to our clients starts with investing in exceptional people!

If you're interested in developing your career in financial services, Coldstream has a fantastic opportunity to join one of our growing wealth management teams! You will learn the Registered Investment Advisor industry from the ground up and have multiple career paths to choose from.

A contributing factor to our success is our unique team structure. How do we build a successful team? We foster a culture of professional development, collaboration, and respect. We are passionate about what we do. We have fun, we work hard, and we are nice to each other.

The Senior Client Service Associate Role

The Client Service Associate performs operational duties which directly impact the client experience. This position is the day-to-day contact for clients and has primary responsibility for account servicing. The CSA supports the team's Wealth Management Associates in preparing and processing documentation related to client onboarding and ongoing maintenance for private clients. The team has a hybrid work environment with the hours 8:00am - 5:00pm (in-office Tuesday through Thursday with the option to work from home on Monday and Friday).

Specific responsibilities include:

  • Prepare and process documentation related to client onboarding and maintenance:
    • Open brokerage accounts, establish cashiering needs, set up online reporting access
    • Update cost basis, track required minimum distributions, reconcile account information
    • Send and receive documents to and from clients, their advisors, and investment custodians
    • Log all activities in the firm's CRM in a timely and accurate manner.
  • Serve as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Perform client and prospect data entry in the firm's CRM. Ensure data accuracy and integrity and keep records current on existing and prospective clients.
  • May prepare or oversee the preparation of various deliverables which directly support client service and acquisition such as portfolio review packets, greeting letters, presentation books, service agreements and compliance materials.
  • Coordinate with clients, custodians, and investment managers to provide annual audit confirmations, audited financials, and any additional information as requested by auditors.
  • May perform calendaring functions with both internal teams and external clients, prospects and COIs.

  • 3 + years of client service experience in the wealth management industry and an interest in building a career in wealth management
  • Customer service experience and the desire to provide superior client service in a team-oriented environment
  • FINRA Series 65 license is strongly preferred - or the willingness to obtain it within 6-12 months at the cost of Coldstream (career development benefit we offer)
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Charles Schwab is preferred; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Experience with alternative investments is highly preferred
  • Excellent communication skills, including writing business correspondence with proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • A Bachelor's degree is preferred