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Private Client Associate Jobs in Bothell, WA (NOW HIRING)

Stoel

Debt Finance Associate

Seattle, WA · On-site

$193K - $280K/yr

... private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will independently produce client-ready ...

Arcis Golf

Private Event Coordinator

Snoqualmie, WA · On-site

$17.13 - $30/hr

Assists the client with menu planning; food & beverage, set-up, decorations, and other services ... Ability to speak effectively before groups of customers or associates of organization. REASONING ...

Arcis Golf

Private Event Coordinator

Snoqualmie, WA · On-site

$17.13 - $30/hr

Assists the client with menu planning; food & beverage, set-up, decorations, and other services ... Ability to speak effectively before groups of customers or associates of organization. REASONING ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

... client relationships and future partnership within a successful private wealth practice? Steller ... Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team. This role is ...

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Private Client Associate information

How does a private client associate collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a private client associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What skills and qualifications are needed to thrive as a private client associate?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.
What job categories do people searching Private Client Associate jobs in Bothell, WA look for? The top searched job categories for Private Client Associate jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Private Client Associate jobs? Cities near Bothell, WA with the most Private Client Associate job openings:
Private Client Associate jobs near you
Infographic showing various Private Client Associate job openings in Bothell, WA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Sr Portfolio Manager - Private Asset Management

TIAA

Seattle, WA • On-site

$160K - $190K/yr

Full-time

Medical, Life, Retirement

Re-posted 5 days ago

TIAA rating

9.1

Company rating: 9.1 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description

Sr. Portfolio Manager, Private Asset Management
The Sr. Portfolio Manager, Private Asset Management leads the delivery of investment strategies for complex client relationships, bringing a deep understanding of financial markets and a tailored approach to investment management. This role involves strategic thinking, trust-building with clients, mentoring talent, and shaping broader investment approaches.
Key Responsibilities and Duties
  • Lead investment management for high-value client relationships with sophisticated needs.
  • Ensure operational accuracy, compliance, and high-touch client servicing.
  • Create and adjust asset allocation strategies to align with evolving client goals.
  • Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
  • Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
  • Contribute to team investment philosophy and tactical allocation decisions.
  • Collaborate with legal, tax, and planning experts to deliver holistic solutions.
  • Serve as a subject matter expert in client meetings and internal strategy sessions.
  • Identify risks and opportunities across portfolios and macroeconomic trends.
  • Support growth of the Private Asset Management business through referrals and insights.
Additional Responsibilities
  • All licenses must be obtained within 120 days from start date.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 5+ Years Required; 7+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 65
Physical Requirements
  • Physical Requirements: Sedentary Work

Career Level
9IC
PLEASE NOTE: TIAA's Sr Portfolio Manager - Private Asset Management is an individual client-facing, investment manager opportunity (wealth management). Candidates should possess this level of experience for further consideration.

Required Qualifications:

  • 5 years complex, direct portfolio management experience with individual clients

Preferred Qualifications:

  • 7 - 10 years complex, direct portfolio management experience with individual clients

  • Bachelors degree

  • CFA or CFP certification

  • Previous experience with various trading platforms

  • Previous experience with investment research platforms

  • Deep understanding of investment acumen

  • Strong proficiency and deep demonstrated background in client relationship building skill set

#LI-KD2

Related SkillsChange Management, Client Financial Planning, Client Relationship Management, Communication, Data Analysis, Due Diligence, Executive Presence, Financial Acumen, Investment Reporting Oversight, Portfolio Management, Resourcefulness, Tax

Anticipated Posting End Date:

2026-09-08Base Pay Range: $160,000/yr - $190,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today were a market-leading retirement company fueled by world-class asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

ForApplicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

What TIAA employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About TIAA

Sourced by ZipRecruiter

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1918

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