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Wealth Manager Jobs in Dallas, OR (NOW HIRING)

Mariner

Associate Wealth Advisor (AWA)

Mcminnville, OR · On-site

$83K - $100K/yr

As an associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client ...

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

$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, LLC

Financial Advisor

Salem, OR · On-site

$100 - $130/hr

Wealth Enhancement is an independent wealth management firm dedicated to providing personalized financial planning and investment management services. Position Overview Our Salem office is looking ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Dallas, OR

Wealth Manager information

See Dallas, OR salary details

$24.5K

$59.6K

$116.2K

How much do wealth manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for wealth manager in Dallas, OR is $59,632.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,100.00 and $68,600.00 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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What cities near Dallas, OR are hiring for Wealth Manager jobs?

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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Dallas, OR as of August 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 79% Physical, 2% Hybrid, and 19% Remote job distribution, with an average salary of $59,632 per year, or $28.7 per hour.

Vice President of Wealth Management

Oregon State Credit Union

Corvallis, OR • On-site

$186K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 days ago

Job description

With a strong reputation of integrity, unsurpassed service, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. Guided by our vision to create financial solutions that make lives better, we are looking for a Vice President of Wealth Management to provide strategic leadership for our investment services program and help expand the financial well-being of our members and communities.
The Vice President of Wealth Management is responsible for leading and growing Oregon State Credit Union's Wealth Management program, providing direction to advisors and support staff while ensuring a productive, compliant, and member-focused operation. Reporting to the Chief Operating Officer and serving as a key organizational leader, this position partners closely with advisors, branch leadership, marketing, and executive management to drive business growth, develop strategic initiatives, strengthen member relationships, and expand awareness of investment services throughout the communities we serve. The ideal candidate is a collaborative and results-oriented leader with deep expertise in investment services, strong business acumen, and a passion for coaching high-performing teams.
What you will need to be successful:
• InvestmentServices & Wealth Management Expertise: Extensive knowledge of investment and insurance products, wealth management strategies, suitability standards, and regulatory requirements. Strong understanding of investment services operations, compliance practices, advisor supervision, and program development with the ability to identify opportunities for growth and enhanced member value.
• StrategicLeadership & Business Development: Demonstrated success developing and executing business plans, production goals, and growth strategies. Proven ability to identify new business opportunities, strengthen referral partnerships, expand market awareness, and position wealth management as a core component of the member experience.
• TalentDevelopment & Team Leadership: Proven experience leading, coaching, and developing licensed financial professionals and support teams. Skilled at building an engaged, accountable, and member-centric culture while fostering collaboration, professional growth, and strong performance. Management and sales coaching experience required.
• Communication, Collaboration & Relationship Building: Exceptional verbal and written communication skills with the ability to influence, negotiate, and build trust across all levels of the organization. Demonstrated success partnering with executive leadership, operational teams, advisors, vendors, and regulatory partners while navigating complex situations with sound judgment and professionalism.
• RiskManagement & Compliance: Strong understanding of investment services compliance requirements, suitability standards, and regulatory expectations. Experience overseeing compliant programs, managing policy and procedure development, and working with supervisory and compliance partners to address regulatory matters effectively.
• Experience& Education: Twelve years of experience in the investment and insurance industry with prior management experience required. Bachelor's degree or equivalent combination of education, training, and experience required. Series 7, 63, and 65 (or 66) licenses with a clean FINRA record are preferred. Oregon Insurance License required.
Ways we'll appreciate you:
  • A collaborative and positive workplace culture
  • Initial and on-going support, training and mentorship
  • Competitive wages, bonuses, paid holidays and paid time off
  • 100% credit union paid employee coverage for medical, vision, dental, life and disability insurance; dependent coverage also available
  • 401k Plan with an amazingly generous credit union match
  • Tax-saving Flexible Spending and Health Savings Plans
  • Premier membership perks, loan discounts, company clothing, wellness and recognition programs

Since it began in 1954, Oregon State Credit Union has been a member-owned, not-for-profit financial services institution. We exist for the benefit of our member-owners, and not to profit from them. That's what makes us different from banks and how we're able to create financial solutions that make lives better.
Location: Operations Center - 4800 SW Research Way, Corvallis
Work type: Full-Time, Hybrid, Exempt
Compensation: $186,538 - 196,900k/year DOE + bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.

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