Wealth Management Advisor III Salary in Portland, Oregon
Wealth Management Advisor III Salary in Portland, OR
How much does a Wealth Management Advisor III make in Portland, OR? The average Wealth Management Advisor III salary in Portland, OR is $90,910 as of April 24, 2024, but the range typically falls between $75,000 and $111,530. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.
| Percentile | Salary | Location | Last Updated |
| 10th Percentile Wealth Management Advisor III Salary | $60,515 | Portland,OR | April 24, 2024 |
| 25th Percentile Wealth Management Advisor III Salary | $75,000 | Portland,OR | April 24, 2024 |
| 50th Percentile Wealth Management Advisor III Salary | $90,910 | Portland,OR | April 24, 2024 |
| 75th Percentile Wealth Management Advisor III Salary | $111,530 | Portland,OR | April 24, 2024 |
| 90th Percentile Wealth Management Advisor III Salary | $130,303 | Portland,OR | April 24, 2024 |
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Job Description
The Wealth Management Advisor III uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Being an Wealth Management Advisor III monitors client portfolios to ensure appropriate risk profile. Keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. In addition, Wealth Management Advisor III follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. Being an Wealth Management Advisor III work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. Working as an Wealth Management Advisor III typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
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U.S. Bank - Woodburn, ORAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling ...- 2 Days Ago
Career Path for this job
-
Down a level:
Wealth Management Advisor II
2 - 4 years experience
Bachelor's Degree -
This Job:
Wealth Management Advisor III
4 - 7 years experience
Bachelor's Degree -
Up a level:
Wealth Management Advisor IV
7 + years experience
Bachelor's Degree
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About Portland, Oregon
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About Portland, Oregon Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Vall....More
Portland, Oregon area prices were up 3.9% from a year ago View the Cost of Living in Portland, Oregon
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