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Wealth Assistant Jobs in Seattle, WA (NOW HIRING)

US Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

U.S. Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... WMAs partner with the team to assist clients and families by gaining a thorough understanding of ...

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How much do wealth assistant jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for wealth assistant in Seattle, WA is $32.43, according to ZipRecruiter salary data. Most workers in this role earn between $18.47 and $37.98 per hour, depending on experience, location, and employer.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

What are the key skills and qualifications needed to thrive as a wealth assistant?

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

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Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $67,453 per year, or $32.4 per hour.

Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Re-posted 14 days ago

Job description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration

    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

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