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Wealth Management Services Jobs (NOW HIRING)

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Wealth Management Consultant

Portland, OR · On-site

$150 - $175/hr

Experience working in financial services, wealth management, insurance, banking, or another relationship-based professional services industry * Familiarity with managing a long, consultative sales ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing comprehensive wealth management services to individuals, families, and institutions. With a focus on ...

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Wealth Management Services information

What are wealth management services?

Wealth management services are professional financial services designed to help individuals and families manage, grow, and protect their wealth. These services typically include investment management, financial planning, tax strategies, retirement planning, estate planning, and sometimes legal or trust services. Wealth managers tailor their advice and solutions to each client's unique financial situation and goals. The objective is to provide holistic financial guidance, optimize returns, and ensure long-term financial security.

What are the key skills and qualifications needed to thrive in wealth management services, and why are they important?

To excel in Wealth Management Services, professionals need strong financial analysis, investment strategy, and relationship management skills, typically supported by a degree in finance or economics and relevant certifications like the CFP or CFA. Familiarity with portfolio management software, financial planning tools, and CRM systems is crucial. Exceptional interpersonal skills, trustworthiness, and effective communication set top performers apart by enabling them to build lasting client relationships. These competencies are vital for delivering tailored financial advice, growing client portfolios, and maintaining client satisfaction in a highly competitive industry.

What are typical challenges faced by professionals in wealth management services, and how can they be addressed?

Professionals in wealth management services often face challenges such as managing diverse client expectations, staying current with complex regulatory requirements, and adapting to rapidly changing market conditions. Building strong client relationships through clear communication and personalized financial strategies is essential to overcome these hurdles. Continuous professional development and collaboration with colleagues from legal, tax, and investment departments can also help address regulatory and technical complexities, ensuring comprehensive client solutions.

What is the difference between Wealth Management Services vs Financial Advisor?

AspectWealth Management ServicesFinancial Advisor
CredentialsCFP, CFA, or similar certificationsCFP, ChFC, or similar certifications
Work EnvironmentHolistic, comprehensive client managementFocused on investment and financial planning
Employer & IndustryBanks, wealth management firms, independent advisorsFinancial planning firms, banks, independent advisors
Search & Comparison IntentUnderstanding broad wealth servicesSpecific financial planning or investment advice

Wealth Management Services offer a comprehensive approach, managing all aspects of a client's financial life, including investments, estate planning, and tax strategies. Financial Advisors typically focus on investment management and financial planning. While both roles require similar credentials and often work in overlapping environments, wealth management provides a broader, more integrated service offering.

Is working in wealth management services a good career?

Wealth management services is a viable career that involves advising clients on financial planning, investments, and estate management. It typically requires strong interpersonal skills, financial knowledge, and certifications such as the CFP or CFA. The profession offers opportunities for advancement and income growth, especially with experience and a solid client base.

What does a wealth management services job do?

A wealth management services job involves providing financial planning, investment management, and advisory services to high-net-worth clients. Professionals in this field analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common. The role requires strong analytical skills, client communication, and a good understanding of markets and financial products.
More about Wealth Management Services jobs

What states have the most Wealth Management Services jobs?

States with the most job openings for Wealth Management Services jobs include:

What job categories do people searching Wealth Management Services jobs look for?

The top searched job categories for Wealth Management Services jobs are:

Wealth Management Services jobs near you
Infographic showing various Wealth Management Services job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution.

Wealth Management Associate

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

Key responsibilities

  • Serve as a primary point of contact with clients and address their needs, concerns, and issues.

  • Oversee and coordinate the client onboarding process, including gathering client information and managing data integrity.

  • Assist the team's Wealth Managers in producing financial plans and delegate tasks to Client Service Associates.

Job description

If you want to utilize your client service and financial planning experience and advance your career in wealth management, Coldstream Wealth Management could have the perfect next step for you.

We're adding an experienced Wealth Management Associate to one of our growing Bellevue teams. This position has the opportunity for career advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor).

We have a hybrid work environment, with team members working in our Bellevue office two to three days per week (Tuesday and Wednesday with potential for Thursdays, 7:00-4:00) and then able to work remotely the other days if they choose.

Specific responsibilities include:

  • Client Service Excellence: Going above and beyond to anticipate client needs, address concerns, and resolve issues quickly

    • Serving as a primary point of contact with clients
    • Partnering with custodians/investment managers
    • Overseeing the gathering of client information and managing data integrity
    • Processing client-directed money movements and other account-related transactions

  • Client Onboarding: Overseeing and coordinating the new client onboarding process

  • Client Meetings: Participating in client meetings and presenting clients with ideas and concepts in an organized and effective manner

    • Preparing meeting summaries and comprehensive meeting materials
    • Creating and managing post-meeting action items

  • Wealth Planning: Assist the team's Wealth Managers in producing financial plans

  • Mentorship and Collaboration

    • Delegating and overseeing tasks assigned to Client Service Associates (CSAs)
    • Providing guidance and mentorship to new client-facing team members, contributing to their professional growth

We are looking for a candidate who has:

  • 2+ years of client service experience within the wealth management industry (preferably at an RIA).

  • Series 65 license and FPQP® or completion of the first CFP® module (or willingness to obtain within 12 months at Coldstream's expense).

  • Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook); experience with Salesforce CRM, eMoney, and/or Tamarac is preferred.

  • Exceptional written and verbal communication skills.

  • Strong organizational and prioritization abilities with consistent attention to detail.

  • Proven ability to work independently while contributing effectively within a team environment.

  • Demonstrated ability to thrive in a fast-paced, client-focused setting.

  • A Bachelor's degree


Benefits:

As a Best Workplaces awardee, we pride ourselves on our collaborative and supportive culture. We’ve created a full benefits package that focuses on the growth, health, and wellness of our team members:

  • Pay: Competitive base pay plus annual bonus

  • Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance

  • 401(k): 100% company match up to 4% of your annual pay

  • Stock: Opportunity to purchase equity and become an owner of the firm

  • Paid Time Off: Starting at 20 days per year, then increasing with tenure - plus 10 holidays and an extra paid day off each year to do volunteer work

  • Career development: 100% training/certification/licensing/dues reimbursement and a formal mentoring program

  • Parking: heavily subsidized parking or transit pass

  • Wellness reimbursement

  • Paid Parental leave: 12 weeks paid for all new parents

  • Paid sabbaticals every 10 years and anniversary bonuses every 5 years

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, Bellevue, Seattle, Mercer Island, and Kirkland, WA, Portland, OR, Boise, ID, and Kenai, AK. For more on Coldstream, please visit www.coldstream.com.

Coldstream is committed to inclusion and diversity. To us, diversity means employing team members of different races, genders, ages, physical abilities, national origins, religions, sexual orientations, ethnicities, political ideologies, educational and military backgrounds, and more. We welcome, support, and respect all team members, and we value the wide variety of experiences, opinions, and talents that they bring to the company. As we grow, we continue to cultivate an environment in which all team members’ perspectives and contributions are treated with respect, and every individual feels confident that they belong and are empowered to be their best.