ZipRecruiter

Log In

1

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

Coldstream Wealth Management

Senior Tax Associate

Seattle, WA · Hybrid

$92K - $114K/yr

Coldstream Tax & Consulting is seeking an experienced Senior Tax Associate to join our growing team ... In 2025, we merged with Coldstream, an employee-owned wealth management firm that offers ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

... 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

... 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

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

next page

Showing results 1-20

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Renton, WA

Wealth Management Associate information

See Renton, WA salary details

$12

$22

$37

How much do wealth management associate jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for wealth management associate in Renton, WA is $22.35, according to ZipRecruiter salary data. Most workers in this role earn between $16.78 and $23.27 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, and why are they important?

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 Renton, WA? The most popular types of Wealth Management jobs in Renton, WA are:
What job categories do people searching Wealth Management Associate jobs in Renton, WA look for? The top searched job categories for Wealth Management Associate jobs in Renton, WA are:
What cities near Renton, WA are hiring for Wealth Management Associate jobs? Cities near Renton, WA with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you

Wealth Planning Associate

Composition Wealth

Seattle, WA

Other

Medical, Vision, Retirement

Posted 18 days ago

Job description

Company Overview:

At Composition Wealth, we are a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. We value integrity, excellence, and nimbleness. We are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team.


Job Description:

You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field.


Key Responsibilities:

  • Assist in the preparation of financial plans, including gathering and analyzing client data.
  • Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
  • Maintain and convey knowledge of industry trends, regulations, and financial products.
  • Work closely with financial advisors to implement and review client financial strategies.
  • Ensure compliance with all legal and regulatory requirements.
  • Supporting advisors in client meetings
  • Contribute to the growth of departmental practices and strategies.
  • Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities.


Qualifications & Skills:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
  • 3+ years of prior experience in a financial planning or paraplanning role is highly desirable.
  • Strong analytical skills with the ability to interpret financial data.
  • Excellent communication and interpersonal skills (this is a client-facing role).
  • Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.


Why Join Us?

  • Competitive compensation structure
  • 401(k) Plan with Employer matching
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support
  • Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.

Apply