ZipRecruiter

Log In

1

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

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 ...

previous page

Showing results 41-60

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 Sep 5, 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 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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

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 August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $46,485 per year, or $22.3 per hour.

Client Service Associate

Coldstream Wealth Management

Mercer Island, WA • Hybrid

$60K - $70K/yr

Full-time

Posted 4 days ago

Job description

If you're looking to grow your career in financial services and make a meaningful impact through exceptional client service, Coldstream has a fantastic opportunity to join one of our largest wealth management teams. As a Client Service Associate, you'll work alongside experienced professionals, build on your existing skills and expertise, and gain a deeper understanding of the Registered Investment Advisor industry. This role offers opportunities to expand your capabilities, contribute to a high-performing team, and pursue multiple paths for continued career growth.

This position is located in Mercer Island. We have a hybrid work environment, and this team currently works in office on Tuesdays and Thursdays, 8:00 - 5:00.

Coldstream is an employee-owned, independently-operated wealth management firm that's been earning the trust of affluent families and businesses since 1996. We offer a comprehensive, holistic approach to planning and focus on providing unparalleled advice and exceptional service. We welcome new colleagues who believe in our same approach, value open communication, and believe in trusting, life-long relationships. The firm has offices in Mercer Island, Seattle, Bellevue, Kirkland, Portland, Bend, Boise, and Kenai, Alaska. For more on Coldstream, please visit www.coldstream.com.

Specific responsibilities include:

  • Serving as a liaison between clients and custodians/investment managers, including managing client information and handling all cashiering and money movement requests
  • Scheduling and organizing client meetings and proactively preparing meeting materials
  • Coordinating the new client onboarding process:
    • Opening brokerage accounts, establishing cashiering needs, and setting up online reporting access
    • Updating cost basis, tracking required minimum distributions, and reconciling account information
    • Sending and receiving documents to and from clients and their advisors and investment custodians
  • Entering client data and activity notes in our CRM system

We are looking for a candidate who has:

  • 1-3 years of customer service experience and the desire to provide superior client service in a team-oriented environment
  • Interest in building a career in the wealth management industry
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint; experience with Salesforce CRM and/or Tamarac portfolio accounting (or similar systems) is a plus
  • Excellent communication skills, including proper grammar and punctuation
  • Strong organizational skills and the ability to follow established processes consistently
  • Strong prioritization skills and the ability to manage multiple tasks independently
  • Excellent reliability
  • A Bachelor's degree is preferred due to future career path requirements

In terms of pay expectations, we assess each candidate individually based on their experience and qualifications and offer competitive compensation that reflects the value they bring to the team. Base pay typically starts in the range of $60k - $70k plus an annual bonus and a generous benefits package.