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Investment Associate Jobs in Renton, WA (NOW HIRING)

D.A. Davidson

Trust Associate

Seattle, WA

$23 - $27/hr

Associate or Bachelor's Degree a plus Effective communication skills both verbal and written Proven ... Ensure that the investment objectives defined in the governing document are met. Proactively ...

D.A. Davidson

Trust Associate

Seattle, WA · On-site

$23 - $27/hr

Associate or Bachelor's Degree a plus • Effective communication skills both verbal and written ... Ensure that the investment objectives defined in the governing document are met. Proactively ...

D.A. Davidson

Trust Associate

Seattle, WA · On-site

$23 - $27/hr

Associate or Bachelor's Degree a plus • Effective communication skills both verbal and written ... Ensure that the investment objectives defined in the governing document are met. Proactively ...

Thrivent Financial

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

In this role you will be working closely with a Lead Advisor to support clients through investment ... zone) As an Associate Financial Advisor, you'll be a resource for our financial advisors and ...

Direct Counsel

Corporate Associate - Seattle

Seattle, WA · On-site +1

$225K - $260K/yr

Associates will serve as outside general counsel to clients, providing day-to-day business advice, working directly with management teams, and advising companies and investors on sophisticated ...

5 Legal

Corporate Transactions Associate

Seattle, WA · On-site

Top 50 AmLaw firm seeks an associate to join its Business & Tax Practice Group in any of their San ... capital and growth capital investment transactions, mergers and acquisitions, and/or general ...

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Showing results 1-20

All JobsInvestment Associate JobsInvestment Associate Jobs in Renton, WA

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 Jul 23, 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 does an investment associate do?

An investment associate analyzes financial data, conducts market research, and supports the investment team in making decisions. They often prepare reports, evaluate investment opportunities, and use tools like Excel and financial modeling software. Strong analytical skills and relevant certifications such as the CFA can be beneficial in this role.

How much does an investment associate make?

An investment associate typically earns a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and firm size. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and incentives.

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.

How much do investment associates earn?

Investment associates typically earn a median annual salary ranging from $60,000 to $90,000, depending on experience, location, and the size of the firm. Entry-level associates may start at lower salaries, while those with several years of experience or specialized skills can earn higher compensation, often supplemented with bonuses and benefits.

What is the role of an investment associate?

An investment associate supports portfolio managers and analysts by conducting research, analyzing financial data, preparing reports, and assisting with investment transactions. They often use financial modeling tools and require strong analytical skills, typically working in a fast-paced environment with a focus on investment strategies and client portfolios.

What are Investment Associates?

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.
More about Investment Associate jobs
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 are popular job titles related to Investment Associate jobs in Renton, WA? For Investment Associate jobs in Renton, WA, the most frequently searched job titles 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:
Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Renton, WA as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% 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.
Associate Wealth Advisor - Salal Credit Union

Associate Wealth Advisor - Salal Credit Union

LPL Financial

Tukwila, WA

Full-time

Posted 29 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

117th of 150 rated financial services

Job description

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.

The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.

Responsibilities:

  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:

  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed


Pay Range:81,168.40-81,168.40


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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