You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use About us UBS is a leading and truly global wealth manager and the leading universal ...
You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use About us UBS is a leading and truly global wealth manager and the leading universal ...
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...
Seattle, WA · On-site
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 ...
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...
Seattle, WA · On-site
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 ...
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...
Seattle, WA · On-site
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 ...
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...
Seattle, WA · On-site
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 ...
Senior Wealth Advisor
Seattle, WA · On-site
No Portable Book Required Highlights • Serve as the Lead Wealth Advisor to high net worth clientele • Advise clients with regards to comprehensive wealth management including tax and estate ...
Senior Wealth Advisor
Seattle, WA · On-site
No Portable Book Required Highlights • Serve as the Lead Wealth Advisor to high net worth clientele • Advise clients with regards to comprehensive wealth management including tax and estate ...
Advisor- Highland Private Wealth Management
Bellevue, WA · On-site
$160 - $170/hr
Advisor- Highland Private Wealth Management Your Future Team Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive ...
Advisor- Highland Private Wealth Management
Bellevue, WA · On-site
$160 - $170/hr
Advisor- Highland Private Wealth Management Your Future Team Highland Private Wealth Management is a multi-office advisory practice with locations in Bellevue and Ellensburg, providing comprehensive ...
Portfolio Administrator
$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
Portfolio Administrator
$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 ...
Portfolio Administrator
Bellevue, WA · On-site
$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 ...
Portfolio Administrator
Bellevue, WA · On-site
$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 Analyst
Seattle, WA · On-site
$90 - $115/hr
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
New
Wealth Analyst
Seattle, WA · On-site
$90 - $115/hr
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
New
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 ...
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 ...
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 ...
Quick apply
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 ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
$90 - $115/hr
Wealth Manager We are seeking a full‑time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
$90 - $115/hr
Wealth Manager We are seeking a full‑time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Management Client Relationship Manager
Seattle, WA · On-site
$35 - $37.50/hr
Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and ...
Wealth Management Client Relationship Manager
Seattle, WA · On-site
$35 - $37.50/hr
Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and ...
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Wealth Analyst (Seattle)
Seattle, WA · On-site
Wealth Manager We are seeking a full-time Wealth Analyst to join our team. As a key member of the Client Services team, the Wealth Analyst will provide knowledge and support for clients and internal ...
Client Service Associate | Wealth Management
Bellevue, WA · On-site
$16.25 - $22.50/hr
We combine sophisticated wealth management and investment solutions with highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence ...
Client Service Associate | Wealth Management
Bellevue, WA · On-site
$16.25 - $22.50/hr
We combine sophisticated wealth management and investment solutions with highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence ...
Coordinate manager meetings and due diligence calls, including scheduling, agenda preparation ... Interest in wealth management and supporting advisors serving high-net-worth clients * Ability to ...
Coordinate manager meetings and due diligence calls, including scheduling, agenda preparation ... Interest in wealth management and supporting advisors serving high-net-worth clients * Ability to ...
Client Service Associate | Wealth Management
Bellevue, WA · On-site
$63K - $86K/yr
We combine sophisticated wealth management and investment solutions with highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence ...
Client Service Associate | Wealth Management
Bellevue, WA · On-site
$63K - $86K/yr
We combine sophisticated wealth management and investment solutions with highly personalized client experience. We are a modern independent firm focused on long-term growth, operational excellence ...
Wealth Advisor, Schwab Wealth Advisory
Bellevue, WA · On-site
$70 - $110/hr
If you seek to develop with a firm that challenges you to deepen your wealth management expertise while helping clients and doing what you love, this may be the opportunity for you. What you have ...
Wealth Advisor, Schwab Wealth Advisory
Bellevue, WA · On-site
$70 - $110/hr
If you seek to develop with a firm that challenges you to deepen your wealth management expertise while helping clients and doing what you love, this may be the opportunity for you. What you have ...
Wealth Manager information
See Renton, WA salary details
$27.6K - $36.9K
9% of jobs
$36.9K - $46.3K
15% of jobs
$47K is the 25th percentile. Wages below this are outliers.
$46.3K - $55.6K
17% of jobs
The median wage is $58.8K / yr.
$55.6K - $65K
27% of jobs
$70.7K is the 75th percentile. Wages above this are outliers.
$65K - $74.3K
12% of jobs
$74.3K - $83.7K
8% of jobs
$83.7K - $93.1K
4% of jobs
$93.1K - $102.4K
3% of jobs
$102.4K - $111.8K
2% of jobs
$111.8K - $121.1K
2% of jobs
$121.1K - $130.5K
1% of jobs
$27.6K
$67K
$130.5K
How much do wealth manager jobs pay per year?
What is a wealth manager?
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?
What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?
What is the difference between Wealth Manager vs Financial Advisor?
| 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.
Is wealth management a high paying career?
What job categories do people searching Wealth Manager jobs in Renton, WA look for?
The top searched job categories for Wealth Manager jobs in Renton, WA are:
What cities near Renton, WA are hiring for Wealth Manager jobs?
Cities near Renton, WA with the most Wealth Manager job openings:

Key responsibilities
build and maintain trustworthy relationships with Financial Advisors, key branch personnel, and clients
promote banking and lending capabilities through branch education, consultation with advisors, and guidance to clients
review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
UBS rating
8.8
Based on 42 frontline employees who took The Breakroom Quiz
17th of 174 rated banks
Job description
Are you a self-starter and good problem solver? Are you an experienced, confident relationship builder who likes to work in a fast-paced environment? Do you have experience working with financial advisors and wealth management clients on banking solutions to meet their needs?
We're looking for a Senior Wealth Management Banker to:
• build and maintain trustworthy relationships with Financial Advisors, key branch personnel and clients
• promote banking and lending capabilities through branch education, consultation with advisors and guidance to clients
• partner with other field sales and marketing groups to provide expert content to the branch network and internal sales partners
• review and analyze origination pipelines, especially mortgage pipelines, of assigned branches and identify ways to improve processes
• define territory management strategy, tracking and reporting on business results, and sharing outcomes
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
The team
You'll join a strong franchise working in the Banking Field Engagement Team and partner with Financial Advisors in UBS branches to solve client needs. Banking is a critical growth driver of Wealth Management in the U.S. and this role is critical in connecting the Banking Group to advisors and clients in the field.
Your skills and experience
• a university degree
• a proven track record in working within an organization supporting high net worth clients
• a familiarity with the structure of wealth management, either here or at a comparable institution
• know-how of securities-based lending, mortgage banking and private banking products, and a willingness to quickly learn mortgage origination if not already familiar
• a strong communicator with compelling presentation skills
• a confident decision-maker, highly organized and detail oriented
• willing to travel up to 75 percent of the time
• You're curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment - validating outputs and aligning with policies, risk standards, and ethical use
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.
Salary information
The indicative gross base salary range as a full-time equivalent role:
• United States - Washington - Bellevue min USD 140000 - max USD 180000
• United States - Washington - Seattle min USD 140000 - max USD 180000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
About UBS
Sourced by ZipRecruiter
We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.
Industry
Securities, commodity contracts, and financial investments
Company size
10,000+ Employees
Headquarters location
Zürich, ZH, CH