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 ...
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 ...
Investment Consultant - Seattle (Southlake Union), WA
Seattle, WA · On-site
$51K - $95K/yr
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 ...
Investment Consultant - Seattle (Southlake Union), WA
Seattle, WA · On-site
$51K - $95K/yr
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 ...
Senior Associate - Alternative Investments
Bellevue, WA · Hybrid
$80K - $118K/yr
Senior Associate, Investor Services Locations ... Bellevue, WA - Hybrid About the Role As the backbone of the investment world, SS&C is committed to ...
Senior Associate - Alternative Investments
Bellevue, WA · Hybrid
$80K - $118K/yr
Senior Associate, Investor Services Locations ... Bellevue, WA - Hybrid About the Role As the backbone of the investment world, SS&C is committed to ...
183 Parametric Portfolio Associates LLC is seeking an Operations Analyst to gain broad exposure to investment management operations across Client Activities, Onboarding, Billing, Trade Settlement ...
183 Parametric Portfolio Associates LLC is seeking an Operations Analyst to gain broad exposure to investment management operations across Client Activities, Onboarding, Billing, Trade Settlement ...
183 Parametric Portfolio Associates LLC is seeking an Operations Analyst to gain broad exposure to investment management operations across Client Activities, Onboarding, Billing, Trade Settlement ...
183 Parametric Portfolio Associates LLC is seeking an Operations Analyst to gain broad exposure to investment management operations across Client Activities, Onboarding, Billing, Trade Settlement ...
Senior Associate, Investor Services - Hybrid
Bellevue, WA · Hybrid
$55K - $90K/yr
Senior Associate, Alternative Investor Services Location : Evansville, IN | Bellevue, WA | Hybrid About the Role Provide fund administration services to domestic and offshore hedge fund and private ...
Senior Associate, Investor Services - Hybrid
Bellevue, WA · Hybrid
$55K - $90K/yr
Senior Associate, Alternative Investor Services Location : Evansville, IN | Bellevue, WA | Hybrid About the Role Provide fund administration services to domestic and offshore hedge fund and private ...
Associate Trader, Fixed Income
Seattle, WA · On-site
$100K - $120K/yr
At Russell Investments, salary is just one part of our compensation package. Our total rewards ... Associate Trader, Fixed Income This is an opportunity for you to join the fixed-income trading team ...
Associate Trader, Fixed Income
Seattle, WA · On-site
$100K - $120K/yr
At Russell Investments, salary is just one part of our compensation package. Our total rewards ... Associate Trader, Fixed Income This is an opportunity for you to join the fixed-income trading team ...
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 · 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 ...
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 ...
Associate Trader, Fixed Income
$100K - $120K/yr
Associate Trader, Fixed Income This is an opportunity for you to join the fixed-income trading team ... At Russell Investments, salary is just one part of our compensation package. Our total rewards ...
Associate Trader, Fixed Income
$100K - $120K/yr
Associate Trader, Fixed Income This is an opportunity for you to join the fixed-income trading team ... At Russell Investments, salary is just one part of our compensation package. Our total rewards ...
Private Equity Associate
Seattle, WA · On-site
$100 - $150/hr
Since inception, Arable has made 14 investments across six platform companies, with portfolio companies ranging from approximately $50 million to over $1.5 billion in revenue.The Associate will work ...
Private Equity Associate
Seattle, WA · On-site
$100 - $150/hr
Since inception, Arable has made 14 investments across six platform companies, with portfolio companies ranging from approximately $50 million to over $1.5 billion in revenue.The Associate will work ...
Associate Trader, Fixed Income
Seattle, WA · On-site
$100 - $120/hr
Associate Trader, Fixed Income - Seattle Salary Range: $100,000 USD - $120,000 USD. Compensation is ... Maintain ongoing communication with clients, investment managers, and portfolio managers, ensuring ...
Associate Trader, Fixed Income
Seattle, WA · On-site
$100 - $120/hr
Associate Trader, Fixed Income - Seattle Salary Range: $100,000 USD - $120,000 USD. Compensation is ... Maintain ongoing communication with clients, investment managers, and portfolio managers, ensuring ...
Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with ... The firm specializes in delivering customized wealth management and investment advisory solutions ...
Quick apply
Associate Advisor Greater Seattle Area ISC's Financial Services Recruiting Team is partnering with ... The firm specializes in delivering customized wealth management and investment advisory solutions ...
Real Estate Agent / Associate (Investment Sales)
Seattle, WA · On-site
$93K - $125K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Quick apply
Real Estate Agent / Associate (Investment Sales)
Seattle, WA · On-site
$93K - $125K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Real Estate Agent / Associate (Investment Sales)
Seattle, WA · On-site
$93K - $125K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
Real Estate Agent / Associate (Investment Sales)
Seattle, WA · On-site
$93K - $125K/yr
Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process. * Represent yourself, your colleagues, and Greysteel with professionalism and integrity.
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 ...
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 ...
Quick apply
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 ...
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 ...
Investment Associate information
See Renton, WA salary details
$24.7K - $44.3K
4% of jobs
$44.3K - $63.9K
14% of jobs
$68.3K is the 25th percentile. Wages below this are outliers.
$63.9K - $83.5K
32% of jobs
The median wage is $84.1K / yr.
$83.5K - $103.1K
18% of jobs
$103.1K - $122.7K
7% of jobs
$123.1K is the 75th percentile. Wages above this are outliers.
$122.7K - $142.2K
12% of jobs
$142.2K - $161.8K
9% of jobs
$161.8K - $181.4K
4% of jobs
$181.4K - $201K
0% of jobs
$201K - $220.6K
0% of jobs
$220.6K - $240.2K
0% of jobs
$24.7K
$109.2K
$240.2K
How much do investment associate jobs pay per year?
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?
What is the difference between Investment Associate vs Financial Analyst?
| Aspect | Investment Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree, possibly CFA Level I | Bachelor's degree, CFA Level I often preferred |
| Work Environment | Investment firms, asset management, private equity | Corporations, banks, investment firms |
| Employer & Industry Usage | Common in asset management and private equity | Widespread across finance sectors |
| Common Search & Comparison | Yes | Yes |
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?
What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

Full-time
Posted 22 days ago
Job description
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 haveThe 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