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Wealth Management Associate Jobs in Kent, WA (NOW HIRING)

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

... analysts, associates, and LNW content specialists. The Wealth Manager fosters a collegial ... Drive the development, communication and implementation of wealth management and financial planning ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

... analysts, associates, and LNW content specialists. The Wealth Manager fosters a collegial ... Drive the development, communication and implementation of wealth management and financial planning ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

... analysts, associates, and LNW content specialists. The Wealth Manager fosters a collegial ... Drive the development, communication and implementation of wealth management and financial planning ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · Hybrid

... analysts, associates, and LNW content specialists. The Wealth Manager fosters a collegial ... Drive the development, communication and implementation of wealth management and financial planning ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

... planner, associate wealth manager, and client service. You will work independently and in ... Aligns with active management and individual securities. Feels comfortable discussing investment ...

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

... management for over 50 years, distinguishes itself with its distinctive approach to wealth ... planner, associate wealth manager, and client service. You will work independently and in ...

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Wealth Management Associate information

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How much do wealth management associate jobs pay per hour?

As of Aug 12, 2026, the average hourly pay for wealth management associate in Kent, WA is $22.43, according to ZipRecruiter salary data. Most workers in this role earn between $16.83 and $23.32 per hour, depending on experience, location, and employer.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, 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 certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Kent, WA? The most popular types of Wealth Management jobs in Kent, WA are:
What cities near Kent, WA are hiring for Wealth Management Associate jobs? Cities near Kent, WA with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you

Senior Investment Management Associate

Peak Trust Company

Seattle, WA • On-site

Full-time

Re-posted 11 days ago

Job description

Location: Las Vegas, Nevada
Department: Investment Management
Reports to: Chief Investment Officer
Employment Type: Full-Time, In Office
Join Our Team
At Peak Trust Company, we believe exceptional client service begins with exceptional people. We are seeking a Senior Investment Management Associate to join our Investment Management team and play a critical role in supporting portfolio oversight, investment reporting, and investment operations.
This position is ideal for someone who enjoys working behind the scenes to ensure investment data is accurate, reporting is meaningful, and portfolio management processes run smoothly. You'll work closely with our Chief Investment Officer and collaborate with fiduciary, operations, and investment professionals to support high-quality investment management for our clients.
What You'll Do
As a Senior Investment Management Associate, you'll support the day-to-day operations of the Investment Management department by:
  • Monitoring portfolio allocations, cash positions, and investment activity
  • Preparing investment reporting, portfolio analytics, and performance measurements
  • Performing portfolio performance reconciliations and identifying reporting discrepancies
  • Maintaining and supporting investment management systems
  • Coordinating portfolio model updates and supporting investment technology initiatives
  • Assisting with liquidity analysis, cash flow reporting, and special investment projects
  • Supporting investment-related reporting requests from the Chief Investment Officer
  • Collaborating internally to ensure accurate investment information and reporting
  • Helping improve and document investment management processes as the department continues to grow
What We're Looking For
The ideal candidate has a strong analytical mindset, enjoys working with data, and takes pride in producing accurate, high-quality work. They are organized, naturally curious, and comfortable balancing recurring responsibilities with special projects in a collaborative team environment.
Qualified candidates will typically have:
  • A bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
  • Experience supporting investment operations, portfolio reporting, investment analytics, wealth management, trust administration, or a related financial services environment.
  • An understanding of investment products, portfolio management concepts, and performance reporting.
  • Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
  • Experience using Microsoft Excel and other business applications to analyze data and produce meaningful reporting.
  • The ability to quickly learn investment management systems and technology platforms.
  • Excellent communication and collaboration skills with the ability to work effectively across departments.
Experience in a trust company, wealth management firm, family office, bank trust department, or registered investment advisor is beneficial, and professional designations such as CFA or CFP, or progress toward obtaining one, are valued but not required.
What Success Looks Like
Successful candidates will:
  • Produce accurate, timely investment reporting and portfolio analytics.
  • Maintain high standards of data integrity across investment systems.
  • Identify and resolve reporting discrepancies with sound judgment and attention to detail.
  • Effectively manage recurring reporting cycles and competing priorities.
  • Build collaborative relationships across departments while supporting the Investment Management team.
Why Join Peak?
At Peak Trust Company, relationships are at the heart of everything we do, with our clients, our partners, and our team.
You'll join a collaborative, driven organization that values consistency, professionalism, and doing things the right way. We look for individuals who take pride in reliable, high-quality work and thoughtful engagement with their team.
EEO Statement:
Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.
In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employment at Peak Trust Company is at-will. An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.
Ready to Grow With Us?
If you're looking for a role where your attention to detail and commitment to doing things the right way truly matter, we'd love to hear from you.
Please submit your application along with your resume.

Apply