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Entry Level Wealth Management Jobs in Bothell, WA

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Entry Level Wealth Management information

See Bothell, WA salary details

$27.9K

$53.5K

$76.6K

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

As of Sep 5, 2026, the average yearly pay for entry level wealth management in Bothell, WA is $53,470.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,300.00 and $58,100.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What are the most commonly searched types of Wealth Management jobs in Bothell, WA?

The most popular types of Wealth Management jobs in Bothell, WA are:

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

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

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

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

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

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

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Bothell, WA as of August 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 62% In-person, 13% Hybrid, and 25% Remote job distribution, with an average salary of $53,470 per year, or $25.7 per hour.

Unit Supply Specialists - Entry Level

U.S. Army Reserve

Port Gamble, WA • On-site

$71K - $72K/yr

Part-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Job Overview:

We are seeking motivated, detail-oriented professionals to serve as Unit Supply Specialists in the U.S. Army Reserve. In this part-time federal service role, you will play a critical role in maintaining accurate, well-organized records that directly support unit efficiency and readiness. You will gain hands-on experience in processing documentation, managing inventory systems, ensuring proper storage and accountability, issuing equipment and supplies, and reconciling discrepancies. These responsibilities build valuable skills in logistics management, recordkeeping, and supply chain operations that translate directly to civilian careers, while ensuring resources are available when needed and issues are resolved quickly.

Requirements:

Attend a 22-week paid training program to gain skills and certifications in SAP system operations, inventory management system operations, order management, inventory management, warehouse storage, inventory record keeping, reconcile inventory discrepancies, inventory operations, and budget management.

Advanced certifications require additional fully funded training programs.

Benefits:

  • Comprehensive Healthcare, Vision, and Dental plans.
  • 30 days paid vacation.
  • 90 days paid paternity and maternity vacation.
  • Comprehensive wellness programs including fitness facility access, nutrition consulting, curated fitness plans, and more.
  • Housing, clothing, and relocation allowance.
  • Tuition assistance.
  • Student loan repayment.
  • Flexible retirement and pension plans.

    Pay and Promotion:

  • Entry pay and promotions vary based on education level and qualifications.
  • Hiring bonus opportunities available.
  • Specialty bonuses available depending on qualifications and position.
  • Guaranteed promotion opportunities.

    Additional Career Opportunities:

    Upon successful completion of first term contract, you are guaranteed up to 5 interviews with your choice 1,200 industry leading organizations including Mercedes Benz, Ford, and Mustang CAT.

    Similar Career Fields Include: Inventory Management, Purchasing Managers, Order Clerk.

    About Our Organization:

    The U.S. Army is wealth of possibilities for your future � whether you are looking to build a meaningful career, continue your education, or start a family, the Army is committed to helping you build the future you are looking for and improve yourself in the process. Be All You Can Be.

    Now Hiring Part Time Positions.

    ***Click apply for an Interview***

    • Apply