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Wealth Planning Associate Jobs in Oregon (NOW HIRING)

UBS

Senior Wealth Strategy Associate

Portland, OR · On-site

Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: • ... Wealth management is a multidisciplinary profession that draws on financial analysis, planning ...

Eldercare Resource Planning

Sales Associate

Beaverton, OR · Remote

$14.75 - $20/hr

... wealth. From day one, the Sales Associate is Eldercare Resource Planning's initial connection to the customer, providing a positive and welcoming experience. We take a consultative approach to the ...

Eldercare Resource Planning

Sales Associate

Beaverton, OR · On-site +1

$14.75 - $20/hr

... wealth. From day one, the Sales Associate is Eldercare Resource Planning's initial connection to the customer, providing a positive and welcoming experience. We take a consultative approach to the ...

Deloitte

Tax Senior - Private Wealth

Portland, OR · On-site

$86K - $107K/yr

If so, Deloitte's growing Private Wealth practice may be the right fit for you. Recruiting for this ... You'll also contribute to tax planning opportunities and help clients understand the implications ...

Bakertilly

Private Wealth Tax Principal

Portland, OR

Lead multiple engagements that deliver proactive tax planning and strategic consulting including ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

Bakertilly

Private Wealth Tax Principal

Eugene, OR

Lead multiple engagements that deliver proactive tax planning and strategic consulting including ... Six (6)+ years supervisory experience, mentoring and counseling associates * Ability to lead and ...

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All JobsWealth Planning Associate JobsWealth Planning Associate Jobs in Oregon

Wealth Planning Associate information

See Oregon salary details

$40.7K

$82.8K

$114.2K

How much do wealth planning associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for wealth planning associate in Oregon is $82,768.00, according to ZipRecruiter salary data. Most workers in this role earn between $67,700.00 and $96,700.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

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

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

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

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

What cities in Oregon are hiring for Wealth Planning Associate jobs?

Cities in Oregon with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Oregon as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 12% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $82,768 per year, or $39.8 per hour.

J.P. Morgan Advisors - Senior Client Associate - Portland, OR

JPMorgan Chase & Co.

Portland, OR • On-site

$67K - $94K/yr

Full-time

Medical, Retirement

Re-posted 2 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 499 frontline employees who took The Breakroom Quiz

72nd of 174 rated banks

Job description


Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic and growing team and take advantage of a unique opportunity to work closely with Financial Advisors, providing personalized solutions and building lasting relationships. With a commitment to career growth and mobility, you'll have the chance to develop your skills in a fast-paced environment, supported by the global resources of one of the world's most respected financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial solutions.
As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in assisting Financial Advisors and their clients, delivering a personalized and smooth wealth management experience. Your contribution to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions and professional advice. Together, we will utilize the global resources of JPMorgan Wealth Management to meet our clients' distinct needs, fostering an environment of innovation and excellence. Join us in making a substantial difference in our clients' lives and the wider community.
Job responsibilities:
  • Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
  • Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
  • Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
  • Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
  • Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
  • Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings

Required qualifications, capabilities, and skills:
  • Bachelor's degree or equivalent experience
  • Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
  • Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
  • Proactively identify and deliver appropriate solutions that address the needs of our clients
  • Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations

Preferred qualifications, capabilities, and skills:
  • Able to adapt and stay abreast of changing technology and regulatory policies
  • Highly proficient user of Word, PowerPoint, and Excel

About Us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

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