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Wealth Manager Jobs in Bothell, WA (NOW HIRING)

Coldstream Wealth Management

Tax Manager

Seattle, WA · Hybrid

$126K - $165K/yr

This is more than just a traditional CPA role - it's a unique, Partner track opportunity to apply your tax expertise while expanding into the world of wealth management. If you're looking to grow ...

Coldstream Wealth Management

Tax Manager

Seattle, WA · On-site +1

$140K - $185K/yr

In January, we merged with Coldstream, an employee-owned wealth management firm that offers personalized services to high-net-worth individuals and families. Coldstream was founded in 1996 and is ...

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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 Aug 17, 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.

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.

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.

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 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.

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 wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 18% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $66,542 per year, or $32 per hour.

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Anal...

Goldman Sachs

Seattle, WA • On-site

Full-time

Posted 20 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 27 frontline employees who took The Breakroom Quiz

47th of 171 rated banks

Job description

YOUR IMPACT 

Are you a quick-thinking self-starter with a passion for client service, the desire to work closely with teammates and clients, and the ability to problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of our business from an operational and relationship management perspective. We are seeking professionals with an interest in the markets who have the ability to thrive in a fast-paced environment where attention to detail, strong communication and organizational skills, and client service expertise are essential to maintaining and enhancing our business. 

OUR IMPACT 

Wealth Management  

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. 

Private Wealth Management (PWM) 

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond. 

Wealth Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management. They serve as a primary point of contact for clients, and are responsible for the operational management and oversight of the client experience. Some of the main responsibilities are managing the onboarding of client relationships, ensuring we are meeting our client's investment objectives, managing fraud risk, trade execution, liquidity management and ongoing relationship management. 

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Leverage your interpersonal skills to contribute to a growing business 
  • Act as key relationship manager for ultra-high net worth clients 
  • Work closely with Private Wealth Advisors and teammates to service our clients 
  • Oversee asset movements, portfolio implementations and leverage your understanding of organizational documents, estate planning and tax concepts 
  • Introduce new and existing clients to the firm's offerings including but not limited to client reporting, digital capabilities and banking services 
  • Identify opportunities for wealth advisory services for clients 
  • Understand client suitability and risk tolerance 
  • Help to identify and prevent fraudulent activities by leveraging your deep understanding of our clients and their behaviors 
  • Work with our middle and back-office colleagues to ensure an exceptional client experience 
  • Execute, process and reconcile trading and other investment related transactions 
  • Lead or participate in divisional efforts to improve efficiencies within PWM business 
  • Participate in local training and recruiting 
  • Serve as a coach/mentor for less tenured teammates 

SKILLS & EXPERIENCE WE'RE LOOKING FOR 

  • Bachelor's Degree Required 
  • 2-4 years of preferred experience in client service and/or the financial industry 
  • Ability to work in a fast-paced environment and think clearly under pressure 
  • Strong interest in client service 
  • Self-motivated and able to work in an autonomous, yet collaborative environment 
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills 
  • Commitment to excellence and a high level of integrity 
  • Interest in Financial Services Industry 
  • SIE, Series 7 and 63 required (must be obtained within three months of employment) 

ABOUT GOLDMAN SACHS 

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs 

or disabilities during our recruiting process. Learn more: 

https://www.goldmansachs.com/careers/footer/disability-statement.html 

The Goldman Sachs Group, Inc., 2026. All rights reserved. 

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans' status, disability, or any other characteristic protected by applicable law. 

Salary Range
The expected base salary for this Seattle, WA, United States-based position is $60000-$125000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.

Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

What Goldman Sachs employees say

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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869

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