Last updated 2026-07-04

34 Wealth Management Jobs in Portland, OR, United States

Browse 34 Wealth Management jobs across Portland, OR, United States. Listings are updated hourly and include salary data where available.

Snapshot updated 3hr, 57m ago

Page 1

Allworth Financial

Jul 2
Service Associate
Vancouver, WA, United States entry $60k-68k/yr
  • Service Associates work with our Service team and provide support to our Financial Advisors.
  • This role goes beyond day-to-day client support and requires a strategic approach to managing client needs, improving service processes, an…

First Technology Federal Credit Union

Jul 2
Client Services Specialist
Hillsboro, OR, United States mid Full Time $96k-102k/yr
  • This role is ideal for a detail‑oriented, client‑focused professional who thrives in a fast‑paced wealth management environment and wants t…
  • You will act as a key partner to the Financial Advisor, helping manage client relationships, workflows, and operational excellence across…

0100 KeyBank National Association

Jun 30
Personal Banker
Vancouver, WA, United States mid Full Time $20.67-31.25/hr
  • Preferred) Demonstrated experience with influencing business partners and leveraging centers of influence, as this role will require signif…
  • Understanding and managing risks associated with banking operations and client transactions.

Fidelity Investments Careers

Jun 30
Financial Services Representative - Tigard, OR
Portland, OR, United States mid
  • Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while…
  • The expertise we’re looking for… High energy and enthusiasm with a natural passion for helping people Flexibility and self-motivation Exper…

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Banner Bank

Jun 29
Small Business Consultant
Vancouver, WA, United States senior Full Time $27.09-36.65/hr
  • Proven client service, interpersonal, and relationship building skills.
  • Consult with clients on bank products and services to attract, expand, and retain client relationships.

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Columbia Bank

Jun 26
Personal Banker
Portland, OR, United States mid Full Time $18-26/hr
  • Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing…
  • Maintains direct contact with external and internal clients and consistently provides proactive solutions and problem resolutions in alignm…

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Bank of America

Jun 24
Market Financial Center Manager
Portland, OR, United States entry Full Time
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • Job Description: This job is responsible for supporting a cluster of financial centers in designated markets in the absence of…

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Mariner

Jun 17
Associate Wealth Advisor
Vancouver, WA, United States entry Full Time $73k-98k/yr
  • A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow…
  • We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.

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13-5674085 Merrill Lynch, Pierce, Fenner & Smith Inc

Jun 15
Advisor Development Program - Financial Solutions Advisor Trainee...
Portland, OR, United States entry Full Time
  • Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relation…
  • Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring,…

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Aprio

Jun 12
Assurance Administrator
Portland, OR, United States entry Full Time
  • Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for an Assurance Administrator to join their dynamic team.
  • Manage complex calendars and coordinate appointments, meetings and conference calls Handle professionally sensitive and confidential busine…

Empower

Jun 12
Private Wealth Advisor
Portland, OR, United States senior Full Time $87.4k-123.4k/yr
  • The Private Wealth Advisor will be an essential member of a dedicated client practice team servicing Empower clients.
  • In partnership with the Practice Lead and the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized sup…

94-1687665 Bank of America, National Association

Jun 9
Business Solutions Advisor - Orenco Financial Center
Hillsboro, OR, United States mid Full Time
  • Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial cente…
  • Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customi…

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Ameriprise Financial

Jun 9
Branch Manager, Ameriprise Financial Advisors - Pacific Northwest...
Portland, OR, United States mid Full Time $45k-60k/yr
  • Maintain or build personal wealth management practice serving clients through the Ameriprise Client Experience.
  • Drive profitable organic growth of the branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client…

Wells Fargo

Jun 9
Senior Premier Banker Silicon Forest District Oregon
Hillsboro, OR, United States senior
  • In this role you will: Proactively acquire new affluent consumer and business customers while deepening existing relationships through stra…
  • This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discove…

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Marsh

Jun 8
Client Advisor - Marine
Portland, OR, United States senior
  • In this client-facing role, you will develop an understanding of clients' business strategic priorities, risk strategies, and risk manageme…
  • Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance wi…

Bank of Montreal

May 14
Emerging Middle Market Relationship Manager, Vice President
Lake Oswego, OR, United States mid $88.8k-165.6k/yr
  • Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations…
  • Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/inves…

Morgan Stanley

Apr 29
Senior Client Services Administrator
Portland, OR, United States senior Full Time
  • Primary Responsibilities: * Provide administrative support for senior consultants with strong ability to multi-task * Manage multiple calen…
  • As a Senior Client Services Administrator, this role is also expected to act as a culture carrier as it relates…

Wealth Enhancement Group, LLC

Apr 24
VP Financial Advisor
Lake Oswego, OR, United States senior Full Time $90k-130k
  • Create opportunities within your network Drive referrals from existing clients Manage client relationships and client service as needed Ass…
  • Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based s…