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Associate Wealth Manager Jobs in Seattle, WA (NOW HIRING)

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Seattle, WA

Associate Wealth Manager information

See Seattle, WA salary details

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$28

$57

How much do associate wealth manager jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for associate wealth manager in Seattle, WA is $28.94, according to ZipRecruiter salary data. Most workers in this role earn between $19.71 and $33.94 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Seattle, WA? For Associate Wealth Manager jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Seattle, WA look for? The top searched job categories for Associate Wealth Manager jobs in Seattle, WA are:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Seattle, WA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $60,193 per year, or $28.9 per hour.

Associate Wealth Manager

Coldstream Wealth Management

Bellevue, WA • Hybrid

$130K - $150K/yr

Full-time

Re-posted 18 days ago

Job description

Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you!

As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor).

We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm.

Your Contributions Will Be:

  • Wealth Planning:
    • Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
    • Contribute to the firm's Wealth Strategy Group body of knowledge and client communications
  • Client Relationships:
    • Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics
    • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)
  • Investment Management:
    • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements
  • Business Development:
    • Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients

  • CFP and 3+ years of experience independently producing and presenting financial plans
  • Proficiency with eMoney or MoneyGuide Pro
  • 5+ years of wealth management experience, including client relationship management
  • Interest in acquiring and practicing business development skills
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)
  • Excellent communication and organizational skills