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Forvis Wealth Management Associate Jobs (NOW HIRING)

ECG Resources

Wealth Management Associate

Charlotte, NC · On-site

Wealth Management Associate | Charlotte A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This ...

W3Global Inc.

Wealth Management Associate

Fort Worth, TX · On-site

$75K - $85K/yr

Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor Position Summary One of our clients is seeking a highly motivated and detail-oriented Wealth ...

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As of Sep 13, 2026, the average hourly pay for forvis wealth management associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

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Wealth Management Associate

Bellevue, WA • Hybrid

Coldstream Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Coldstream Wealth Managementexternal

Full-time

Re-posted 29 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

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