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Wealth Manager Jobs in Bothell, WA (NOW HIRING)

Focus Financial Partners

Wealth Manager

Seattle, WA · Hybrid

$150K - $250K/yr

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been ...

Focus Financial Partners

Wealth Manager

Seattle, WA · On-site

$150K - $250K/yr

Position Summary Badgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high net worth clients. Nature of the ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high net worth clients. Nature of the ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA · On-site +1

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high net worth clients. Nature of the ...

Laird Norton Wetherby

Wealth Manager

Seattle, WA

The wealth manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high net worth clients. Nature of the ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Bothell, WA

Wealth Manager information

See Bothell, WA salary details

$27.4K

$66.5K

$129.7K

How much do wealth manager jobs pay per year?

As of Jun 15, 2026, the average yearly pay for wealth manager in Bothell, WA is $66,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,000.00 and $76,600.00 per year, depending on experience, location, and employer.

How do Wealth Managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

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

A wealth manager typically works with clients who have substantial assets, often starting at several hundred thousand dollars. While $200,000 can be a significant amount for financial planning, some advisors may require higher minimum investments or fees, depending on their fee structure and services offered.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

How much do wealth managers earn?

Wealth managers typically earn a median annual salary ranging from $80,000 to $150,000, with top earners making over $200,000 depending on experience, client base, and location. Compensation often includes bonuses and commissions based on assets under management and performance.

Can financial advisors make $500,000 a year?

Wealth managers and financial advisors can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, and strong sales skills. Achieving this level often requires years of experience, professional certifications like the CFP or CFA, and a focus on high-value financial planning and investment management.

What Does a Wealth Manager Do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

What exactly does a wealth manager do?

A wealth manager provides financial planning and investment management services to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop personalized strategies, and often coordinate with other professionals like accountants and estate planners. Strong knowledge of financial markets, certifications such as CFP or CFA, and client relationship skills are essential in this role.

What are the key skills and qualifications needed to thrive as a Wealth Manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Bothell, WA as of June 2026, with employment types broken down into 84% Full Time, and 16% Part Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $66,542 per year, or $32 per hour.
Associate Wealth Manager

Associate Wealth Manager

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Posted 25 days ago

Job description

Are you looking to advance your wealth management career at a firm that provides a collaborative culture and solid work-life balance? Then Coldstream might be a great fit for you!

As an Associate Wealth Manager on one of our growing Bellevue teams, you will provide outstanding wealth planning and guidance to our high-net-worth clients - and you'll be on the path to become a Wealth Manager (advisor).

We have a hybrid work environment (in office Tuesdays and Wednesdays) with core hours from 8:00am - 5:00pm.

Your Contributions Will Be:

  • Wealth Planning:
    • Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
    • Contribute to the firm's Wealth Strategy Group body of knowledge and client communications
  • Client Relationships:
    • Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics
    • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)
  • Investment Management:
    • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements
  • Business Development:
    • Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients

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