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Investment Associate Jobs in Renton, WA (NOW HIRING)

Associate

Seattle, WA · Hybrid

$78K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

Associate

Seattle, WA · On-site

$78K/yr

With guidance from the team members, the Associate oversees the administrative support and the investor relations related to client funds. These responsibilities range from data entry into the client ...

As part of a long-term growth strategy, the team continues to invest in talent, training, and market expansion. Associates work directly with senior brokers and receive hands-on mentorship across ...

One of Fortune's Best Places to Work and top 50 AmLaw firm, is seeking a Private Investment Funds Associate Attorney to join its Investment Management group. Experience in the structuring and ...

As part of a long-term growth strategy, the team continues to invest in talent, training, and market expansion. Associates work directly with senior brokers and receive hands-on mentorship across ...

As part of a long-term growth strategy, the team continues to invest in talent, training, and market expansion. Associates work directly with senior brokers and receive hands-on mentorship across ...

As part of a long-term growth strategy, the team continues to invest in talent, training, and market expansion. Associates work directly with senior brokers and receive hands-on mentorship across ...

Showing results 21-40

Investment Associate information

See Renton, WA salary details

$24.7K

$109.2K

$240.2K

How much do investment associate jobs pay per year?

As of Aug 12, 2026, the average yearly pay for investment associate in Renton, WA is $109,190.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $132,200.00 per year, depending on experience, location, and employer.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.
What are the most commonly searched types of Investment jobs in Renton, WA? The most popular types of Investment jobs in Renton, WA are:
What job categories do people searching Investment Associate jobs in Renton, WA look for? The top searched job categories for Investment Associate jobs in Renton, WA are:
What cities near Renton, WA are hiring for Investment Associate jobs? Cities near Renton, WA with the most Investment Associate job openings:
Infographic showing various Investment Associate job openings in Renton, WA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $109,190 per year, or $52.5 per hour.

Investment Consultant - Seattle (Southlake Union), WA

Charles Schwab

Seattle, WA • On-site

Full-time

Posted 22 days ago


Job description

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation. 

As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. 

You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience. 

  • Apply active listening and thoughtful questioning to align solutions to client goals 
  • Build relationship management skills through timely, accurate, client-focused support 
  • Manage priorities effectively across outreach, follow-up, and administrative work 
  • Demonstrate resilience and motivation in achieving individual and team goals 
  • Collaborate with Financial Consultants and branch leaders to enhance client experience 
  • Take ownership of your learning, results, and professional growth 

Why you’re set up for success: 

  • Schwab Training and Development 

Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. 

Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals. 

  • Career Pathing 

The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. 

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time. 

  • Competitive Compensation 

In addition to base pay, this role offers bonus and incentive opportunities tied to performance. 

What you have

The expertise you bring: 

  • A valid and active FINRA Series 7 license required   
  • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role. 
  • Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred 

The skills you bring: 

  • Motivation 

Demonstrate strong ownership, persistence, and drive in achieving goals 

Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes 

  • Adaptability 

Actively seek, receive, and apply feedback to strengthen performance  

Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach 

  • Time Management