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Wealth Manager Jobs in Bothell, WA (NOW HIRING)

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and ...

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and ...

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and ...

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 ...

Wealth Advisor

Bellevue, WA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... Manages time and resources efficiently and effectively * Develops and implements strategic and ...

Tax Manager

Seattle, WA · On-site

$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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Showing results 1-20

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.
What are popular job titles related to Wealth Manager jobs in Bothell, WA? For Wealth Manager jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Wealth Manager jobs in Bothell, WA look for? The top searched job categories for Wealth Manager jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Wealth Manager jobs? Cities near Bothell, WA with the most Wealth Manager job openings:
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.
Wealth Management Consultant

Wealth Management Consultant

Accenture

Kirkland, WA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 20 days ago


Accenture Federal Services rating

8.4

Company rating: 8.4 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

46th of 428 rated business services


Job description

No industry can escape digital's disruption, especially not Wealth Management. Today's clients expect a whole new kind of experience that's more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence-and many won't go at it alone.

That's where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.

Accenture Consulting: Your Unique Place in our Global Collective

Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients' organizations so that no matter how complex the business challenge, we face the future with confidence.

If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You'll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you'll do so much more than consult.

Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn't happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives.

Key responsibilities of the Wealth Management Consultant may include:

  • Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.
  • Understanding the strategic direction set by senior management as it relates to team goals
  • Ability to manage dynamic technology consulting projects with heavy client engagement
  • Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.
  • Participating in workshops with key client stakeholders to document process/data flows and associated technology applications
  • Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace
  • Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking
  • Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives
  • Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients
  • Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.

Here's what you need:

  • 2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)
  • Bachelor's degree

Bonus Points:

  • Experience in Private Markets, Distribution and/or Wealth Technology & Platform Strategy is preferred
  • Capable of working independently with limited oversight
  • Strong communication skills and attention to detail
  • Previous management consulting and business analysis experience a plus
  • Entrepreneurial, independent, and highly motivated individual
  • CPA and/or MBA a plus**
  • Demonstrated teamwork and collaboration in a professional setting; either military or civilian


Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below.
We anticipate this job posting will be posted until 07/27/2026.
Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:

U.S. Employee Benefits | Accenture


Role Location Annual Salary Range
California $70,350 to $205,800
Cleveland $59,100 to $164,600
Colorado $63,800 to $177,800
District of Columbia $68,000 to $189,300
Illinois $59,100 to $177,800
Maine $54,400 to $151,400
Maryland $63,800 to $177,800
Massachusetts $63,800 to $189,300
Minnesota $63,800 to $177,800
New York $66,300 to $205,800
New Jersey $68,000 to $205,800
Virginia $59,100 to $189,300
Washington $80,200 to $189,300

About Accenture

Accenture is a leading global professional services company that helps the world's leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360 value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360 value we create for our clients, each other, our shareholders, partners and communities.

Visit us atwww.accenture.com

What We Believe

We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities.Read more here

Requesting An Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us anemailor speak with your recruiter.

Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences.All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, military veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by applicable law.Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities.

For details, view a copy of the Accenture Equal Opportunity Statement

Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women.

Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, pleaseclick herefor additional important information.

Please read Accenture'sRecruiting and Hiring Statementfor more information on how we process your data during the Recruiting and Hiring process.


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