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

3M HEALTHCARE

Actuarial Consultant

Bothell, WA · On-site

$110 - $120/hr

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

Seattle Bank

Senior Relationship Manager

Seattle, WA · On-site

$160K - $210K/yr

Mentor junior relationship managers and credit analysts, contributing to the team's development ... wealth management. 5+ years' experience as relationship or portfolio manager. * Strong ...

Seattle Bank

Senior Relationship Manager

Seattle, WA · On-site

$160K - $210K/yr

Mentor junior relationship managers and credit analysts, contributing to the team's development ... wealth management. 5+ years' experience as relationship or portfolio manager. * Strong ...

Bank of America

Portfolio Manager III

Seattle, WA · On-site

Supervising, mentoring and coaching more junior staff. Required Qualifications: * A minimum of 10 ... wealth management, private banking and/or trust field. * Knowledge of fiduciary and financial ...

Seattle Bank

Senior Relationship Manager

Seattle, WA · On-site

$160K - $210K/yr

Mentor junior relationship managers and credit analysts, contributing to the team's development ... wealth management. 5+ years' experience as relationship or portfolio manager. * Strong ...

Fidelity Investments

VP, Advanced Planning

Seattle, WA · On-site

$118K - $226K/yr

... wealth management industry environment * FINRA Series 7 and 66 obtained within 90 days of ... Can effectively coach and develop junior team members * Demonstrated ability to communicate complex ...

Posted today

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

... are an independent wealth and asset management firm with over $15 billion in assets under ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

... are an independent wealth and asset management firm with over $15 billion in assets under ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

Freestone Capital Management

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

... are an independent wealth and asset management firm with over $14 billion in assets under ... Mentor, coach and develop junior client associates and emerging advisors who support your clients.

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Junior Wealth Management information

See Renton, WA salary details

$21.4K

$59K

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How much do junior wealth management jobs pay per year?

As of Aug 28, 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

Actuarial Consultant

3M HEALTHCARE

Bothell, WA • On-site

$110 - $120/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 22 days ago

Job description

About HUB International

HUB International is a global insurance and employee benefits broker with a portfolio of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services.

Position Overview

The Actuarial Consultant will support our national actuarial practice, reporting to the National Director of Underwriting and Actuarial Services. The role involves leading or supporting actuarial work for a portfolio of employee‑benefits clients, mentoring junior staff, and collaborating with specialty teams to deliver client solutions.

Responsibilities
  • Act as client lead for small and mid‑market clients and provide support to large clients.
  • Coordinate with internal teams to ensure high‑quality, timely deliverables for clients.
  • Support the National Director and Senior Actuary with actuarial direction, strategic guidance, and enterprise‑wide financial reporting, including development of financial templates, calculators, and models.
  • Execute projects such as experience reports, budget projections, and reserve setting.
  • Work on ad hoc projects requiring data analysis within Excel and HUB’s data warehouse.
  • Update, build, and review tools and templates.
  • Collaborate with Clinical, Pharmacy, and Health & Performance teams on cost‑containment analyses and strategies.
  • Analyze benefits plans, funding mechanisms, and vendor partners to help clients achieve their goals.
  • Act as a strategic advisor/SME to clients and internal stakeholders on actuarial and financial consulting needs.
  • Represent HUB to prospective and current clients.
  • Work on special projects and continue to build technical skills.
  • Support junior colleague development through peer review and mentorship.
Requirements
  • Bachelor’s degree.
  • Active Associate of the Society of Actuaries (ASA) certification.
  • Ability to sign actuarial certifications and hold Member of the American Academy of Actuaries credentials.
  • 5+ years of employee benefits consulting experience.
  • Experience with mid‑market, upper mid‑market, and jumbo clients preferred.
  • Knowledge of various U.S. markets preferred.
  • Exposure to industries such as education, healthcare, and public sector preferred.
  • Proficiency with Excel, VBA, Power Query, Power BI, SQL, and/or other technical tools.
  • Experience with self‑funded clients, including projecting budgets, setting reserves, and negotiating renewals.
  • Strong critical‑thinking skills and ability to manipulate and analyze data.
  • Passion for leading and developing others.
  • Excellent communication with clients and internal stakeholders.
  • Experience leading client teams, projects, and delivering client presentations.
  • Comfortable running standard and ad‑hoc reports in a data warehouse environment.
  • Obtain a Life & Health Insurance license within the first 3 months of employment.
  • Travel: negligible.
Compensation and Benefits

Expected salary range: $110,000 to $120,000. Benefits include health, dental, vision, life, disability insurance, FSA, HSA, 401(k), paid‑time‑off, and potential bonuses for eligible positions.

EEO Statement

HUB International Limited is an equal‑opportunity employer that does not discriminate on the basis of race, ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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