Associate Wealth Manager
Bellevue, WA · Hybrid
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 ...
Bellevue, WA · Hybrid
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 ...
Bellevue, WA · Hybrid
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 ...
Bellevue, WA · Hybrid
$130K - $150K/yr
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 ...
Quick apply
Bellevue, WA · Hybrid
$130K - $150K/yr
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 ...
Bellevue, WA · Hybrid
$130/hr
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 ...
Quick apply
Bellevue, WA · Hybrid
$130/hr
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 ...
Bellevue, WA · On-site
$130K - $150K/yr
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 ...
Bellevue, WA · On-site
$130K - $150K/yr
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 ...
Seattle, WA · Hybrid
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 ...
Seattle, WA · Hybrid
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 ...
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 ...
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 ...
Seattle, WA · Hybrid
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 ...
Seattle, WA · Hybrid
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 ...
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 ...
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 ...
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 ...
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 ...
Seattle, WA · Hybrid
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 ...
Seattle, WA · Hybrid
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 ...
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 ...
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 ...
Bellevue, WA · Hybrid
$80K - $100K/yr
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 ...
Bellevue, WA · Hybrid
$80K - $100K/yr
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 ...
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 ...
Quick apply
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 ...
Bellevue, WA · On-site
$80K - $100K/yr
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 ...
Bellevue, WA · On-site
$80K - $100K/yr
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 ...
Bellevue, WA · On-site
Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland. In this position, you'll have the opportunity to work ...
Bellevue, WA · On-site
Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland. In this position, you'll have the opportunity to work ...
Seattle, WA · On-site
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 ...
Seattle, WA · On-site
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 ...
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 ...
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 ...
Seattle, WA · On-site
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 ...
Seattle, WA · On-site
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 ...
$70K - $80K/yr
Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland. In this position, you'll have the opportunity to work ...
Quick apply
$70K - $80K/yr
Coldstream Wealth Management is looking for a Portfolio Administrator to support two of our wealth management teams in Bellevue and Kirkland. In this position, you'll have the opportunity to work ...
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 ...
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 ...
$27.7K - $37.1K
9% of jobs
$37.1K - $46.5K
15% of jobs
$47.2K is the 25th percentile. Wages below this are outliers.
$46.5K - $55.9K
17% of jobs
The median wage is $59K / yr.
$55.9K - $65.2K
27% of jobs
$71K is the 75th percentile. Wages above this are outliers.
$65.2K - $74.6K
12% of jobs
$74.6K - $84K
8% of jobs
$84K - $93.4K
4% of jobs
$93.4K - $102.8K
3% of jobs
$102.8K - $112.2K
2% of jobs
$112.2K - $121.6K
2% of jobs
$121.6K - $131K
1% of jobs
$27.7K
$67.2K
$131K
| Aspect | Wealth Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or equivalent certifications often preferred | CFP, Series 7, Series 66, or similar licenses |
| Work Environment | Typically works with high-net-worth clients, offering comprehensive wealth management | Works with a broad client base, providing investment and financial planning advice |
| Employer & Industry | Private banks, wealth management firms, financial institutions | Independent 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.
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.

Full-time
Re-posted 22 days ago
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:
Sourced by ZipRecruiter
Investment management and consulting services
51 - 200 Employees
Bellevue, WA, US
1996