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

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 ...

Cybercoders

Wealth Planning Associate

Seattle, WA

$90K - $115K/yr

Wealth Planning Associate About the Opportunity We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the ...

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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 Jul 23, 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

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 the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

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.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
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 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
Infographic showing various Wealth Management Associate job openings in Renton, WA as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $46,485 per year, or $22.3 per hour.
Associate Wealth Advisor, Schwab Wealth Advisory

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab

Bellevue, WA

Full-time

Medical, Dental, Vision, Retirement

Posted 14 days ago

Job description

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory solution built on trust, personalized service, and Schwab’s disciplined approach to investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.

This role is ideal for someone who thrives in a fast-moving, relationship‑driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long‑term relationship success.
Through our Wealth Management Institute, mentorship, and ongoing coaching, you’ll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

  • Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
  • Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
  • Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
  • Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:

  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
  • Understands core investment products and markets
  • Applies regulatory and client‑facing fundamentals

Preferred Qualifications:

  • Experience servicing client relationships in financial services
  • Bachelor’s degree or equivalent professional experience

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

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