ZipRecruiter

Log In

2

Entry Level Wealth Management Advisor Jobs in Seattle, WA

Bankers Life

Wealth Management Trainee

Tacoma, WA · On-site

$45K - $55K/yr

Join our Financial Advisor Development Program today. We support you every step of the way: * No ... The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority ...

US Bank

PWM Private Wealth Advisor

Bellevue, WA · Hybrid

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

PWM Private Wealth Advisor

Seattle, WA · Hybrid

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

U.S. Bank

PWM Private Wealth Advisor

Seattle, WA · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

UBS

Senior Wealth Management Banker

Seattle, WA · On-site

Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs? We're looking for a Senior Wealth Management Banker to: • build and ...

next page

Showing results 1-20

All JobsWealth Management Advisor JobsEntry Level Wealth Management Advisor JobsEntry Level Wealth Management Advisor Jobs in Seattle, WA

Entry Level Wealth Management Advisor information

See Seattle, WA salary details

$53.5K

$117.3K

$169K

How much do entry level wealth management advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for entry level wealth management advisor in Seattle, WA is $117,308.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,000.00 and $140,500.00 per year, depending on experience, location, and employer.

What does an entry level wealth management advisor do?

An Entry Level Wealth Management Advisor helps clients understand and manage their finances by offering advice on investments, retirement planning, and other financial goals. They typically work under the guidance of more experienced advisors at the beginning of their careers, learning how to analyze financial information, recommend suitable products, and build client relationships. Entry level advisors focus on developing their skills, gaining certifications, and building a client base while providing support for more senior team members.

What are the key skills and qualifications needed to thrive as an entry level wealth management advisor?

To thrive as an Entry Level Wealth Management Advisor, you need a solid understanding of financial principles, investment strategies, and at least a bachelor's degree in finance or a related field. Familiarity with CRM systems, financial planning software, and obtaining relevant certifications like the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients make someone stand out in this role. These skills and qualifications are crucial for providing sound financial advice, fostering lasting client relationships, and achieving business growth.

What are some common challenges faced by entry level wealth management advisors during their first year, and how can they overcome them?

Entry level wealth management advisors often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts, and adapting to a fast-paced, performance-driven environment. To overcome these obstacles, new advisors should actively seek mentorship from senior colleagues, participate in ongoing training programs, and focus on building trust and rapport with potential clients. Emphasizing strong organizational skills and a willingness to continuously learn will help advisors navigate their first year and lay the groundwork for long-term success.

What is the difference between Entry Level Wealth Management Advisor vs Financial Planning Assistant?

AspectEntry Level Wealth Management AdvisorFinancial Planning Assistant
Required CredentialsSeries 7, Series 66/65, CFP (preferred but not always required)Typically no licensing required; may assist with CFP candidates
Work EnvironmentClient-facing, financial advisory firms, banksSupport role within financial planning teams, administrative setting
Employer & Industry UsageFinancial advisory firms, banks, wealth management companiesFinancial planning firms, advisory teams, insurance companies

The Entry Level Wealth Management Advisor primarily interacts directly with clients, providing investment and financial advice, often requiring licensing and certifications. In contrast, a Financial Planning Assistant supports advisors with administrative tasks and research, usually without licensing. Both roles are essential in the wealth management industry but differ in responsibilities and client engagement levels.

What are popular job titles related to Entry Level Wealth Management Advisor jobs in Seattle, WA?

For Entry Level Wealth Management Advisor jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Entry Level Wealth Management Advisor jobs in Seattle, WA look for?

The top searched job categories for Entry Level Wealth Management Advisor jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Entry Level Wealth Management Advisor jobs?

Cities near Seattle, WA with the most Entry Level Wealth Management Advisor job openings:

Entry Level Wealth Management Advisor jobs near you
Infographic showing various Entry Level Wealth Management Advisor job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $117,308 per year, or $56.4 per hour.

Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Re-posted 21 days ago

Job description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration

    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

Apply