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Wealth Associate Jobs in Seattle, WA (NOW HIRING)

Empower

Private Wealth Advisor

Seattle, WA · On-site

... our associates dedicate thousands of hours to volunteering for causes that matter most to them ... The Private Wealth Advisor will be an essential member of a dedicated client practice team ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, wealth managers, advisors, analysts, associates and content experts ...

Ci

Associate Wealth Advisor

Seattle, WA

$96K - $155K/yr

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

The Wealth Manager will manage the investment aspect of the client relationship and collaborate with other members of the client's team, including the financial planner, associate wealth manager, and ...

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All JobsWealth Associate JobsWealth Associate Jobs in Seattle, WA

Wealth Associate information

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How much do wealth associate jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for wealth associate in Seattle, WA is $22.61, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $23.51 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.
What are the most commonly searched types of Wealth jobs in Seattle, WA? The most popular types of Wealth jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Wealth Associate jobs? Cities near Seattle, WA with the most Wealth Associate job openings:
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $47,030 per year, or $22.6 per hour.

Associate Wealth Advisor - Salal Credit Union

LPL Financial Holdings, Inc.

Seattle, WA • On-site

Full-time

Re-posted 19 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th 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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