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Junior Wealth Management Jobs in Renton, WA (NOW HIRING)

Coldstream Wealth Management

Senior Tax Associate

Kirkland, WA

$100K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We recently merged with Coldstream, an employee-owned, independently operated wealth management ... Mentoring junior staff * A Bachelor's degree in Accounting, Business Administration, or a related ...

Coldstream Wealth Management

Senior Tax Associate

Kirkland, WA · On-site

$100K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We recently merged with Coldstream, an employee-owned, independently operated wealth management ... Mentoring junior staff Experience and Skills * A Bachelor's degree in Accounting, Business ...

3M HEALTHCARE

Actuarial Consultant

Bothell, WA · On-site

$110 - $120/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

... wealth management products and services. Position Overview The Actuarial Consultant will support ... Support junior colleague development through peer review and mentorship. Requirements * Bachelor ...

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Junior Wealth Management information

See Renton, WA salary details

$21.4K

$59K

$99K

How much do junior wealth management jobs pay per year?

As of Aug 18, 2026, the average yearly pay for junior wealth management in Renton, WA is $59,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,500.00 and $64,700.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a junior wealth management professional?

To thrive as a Junior Wealth Management professional, you need a solid understanding of finance, investment principles, and client relationship management, usually backed by a degree in finance, economics, or a related field. Familiarity with financial planning software, portfolio management systems, and certifications such as the Series 7 or CFA Level I is often expected. Strong analytical skills, attention to detail, and interpersonal communication are essential soft skills for building trust and delivering tailored advice to clients. These competencies are crucial for supporting senior advisors, ensuring regulatory compliance, and helping clients achieve their financial goals.

What are some common challenges faced by junior wealth management professionals when working with clients?

Junior Wealth Management professionals often face the challenge of building trust and credibility with clients early in their careers. They may also need to quickly adapt to handling a diverse client base with varying financial goals and risk tolerances. Additionally, staying up to date with financial regulations and market trends is crucial, as is learning how to effectively communicate complex investment strategies in a clear and approachable way. Many junior professionals find that strong mentorship and collaboration with senior advisors help them overcome these initial hurdles and grow their client management skills.

What is the difference between Junior Wealth Management vs Financial Advisor?

AspectJunior Wealth ManagementFinancial Advisor
CredentialsEntry-level certifications, such as FINRA Series 7 or 66Similar certifications, often with additional licenses or credentials
Work EnvironmentSupportive team within wealth management firms, assisting senior staffClient-facing roles, providing personalized financial advice
Industry UsageCommonly used in wealth management firms, banks, and financial institutionsWidely used across financial planning, investment firms, and banks

Junior Wealth Management roles typically involve supporting senior staff with client portfolios and administrative tasks, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require similar certifications and are integral to the wealth management industry, but they differ in responsibilities and client interaction levels.

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

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

What cities near Renton, WA are hiring for Junior Wealth Management jobs?

Cities near Renton, WA with the most Junior Wealth Management job openings:

Junior Wealth Management jobs near you

2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate

Goldman Sachs, Inc.

Seattle, WA • On-site

Full-time

Posted 2 days ago

New

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

About Us
About the program
Our New Associate Program is a full-time program for individuals who have 2-5 years of experience and an advanced degree. As a new associate, you will be an integral part of our business and develop product-specific and function-specific skills and interact closely with senior professionals and clients.
As a participant, you will:
Receive the tools needed for professional growth and career advancement
Encounter new opportunities and challenges that will prepare you for the next level
Build your professional network and interact with colleagues across the firm
Submitting Your Application
  • Each applicant has the opportunity to apply to up to 4 separate business / location combinations in any given recruiting year. Any additional application will be auto withdrawn. In order to apply to an additional opportunity, you must withdraw a current application that has not been turned down.
  • A single applicant should not create multiple email addresses to apply to additional opportunities

About the Team
About the division
Asset & Wealth Management (AWM) offers students an unparalleled opportunity to launch their careers at one of the world's leading financial institutions. We are committed to helping a diverse global client base-including mutual funds, hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individuals-achieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets under supervision, AWM delivers innovative solutions across traditional public investing and alternative investments, with a focus on long-term performance and client success.
A career within AWM at Goldman Sachs means joining a dynamic environment that fosters growth, diversity, and professional development. Our culture values integrity, transparency, and collaboration, encouraging individuals to work as part of a diverse team passionate about their craft and clients. AWM professionals participate in exciting investment opportunities, collaborate with talented colleagues across asset classes and regions, and build meaningful client relationships. We emphasize an apprenticeship culture, enabling junior team members to learn directly from seasoned professionals.
Wealth Management:
Wealth Management includes Private Wealth Management, Goldman Sachs Ayco, Wealth Solutions, and Private Banking, Lending & Deposits. Across Wealth Management, Goldman Sachs empowers clients and customers globally to reach their financial goals. Our advisor-led businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations and their employees. Our growth is driven by a relentless focus on clients and customers, our people, and leading-edge technology, data, and design.

What Goldman Sachs employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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