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Wealth Manager Jobs in Renton, 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 ...

U.S. Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

US Bank

Wealth Management Advisor

Auburn, WA · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and ... manager/fund/security research and due diligence, and portfolio construction resulting in tailored ...

TIAA

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 ...

TIAA

Wealth Advisor

Seattle, WA

$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 ...

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Wealth Manager information

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$27.6K

$67K

$130.5K

How much do wealth manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for wealth manager in Renton, WA is $66,955.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $77,000.00 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.

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.

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
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associat...

Goldman Sachs, Inc.

Seattle, WA • On-site

Full-time

Posted 24 days ago

Goldman Sachs rating

8.3

Company rating: 8.3 out of 10

Based on 25 frontline employees who took The Breakroom Quiz

29th of 141 rated banks

Job description

Job Description
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 ultra 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.
Business Development Professionals (BDPs) will work alongside Private Wealth Advisors (PWAs) across both existing client relationships and new business generation. In this role, BDPs will gain the investment expertise to build and monitor client portfolios as well as exposure to various methods for sourcing new client relationships. High performing BDPs are expected to transition into the PWA role and begin building their own book of business.
HOW YOU WILL FULFILL YOUR POTENTIAL
  • Work closely with PWAs to both support existing client relationships and drive new business generation
  • Conduct client-facing analyses for client portfolios, spanning strategic and tactical asset allocation as well as portfolio risk / return
  • Monitor macroeconomic trends and internal research publications, considering their potential impact on client portfolios
  • Act as the growth engine for the PWM team across both wallet share and new business
  • Develop a system for sustained outreach to prospective clients, spanning general marketing presentations, investment specific materials, strategic research publications, and client events
  • Act as the PWM team's central point of contact for client relationship management in Salesforce
  • Participate in the PWM team's prospective client meetings and coordinate follow-up, as needed
  • Manage internal new business strategy meetings, developing agendas and driving associated action items

SKILLS & EXPERIENCE WE ARE LOOKING FOR
  • Bachelor's degree
  • Related financial services experience of 3+ years
  • Interest in pursuing a career as a Private Wealth Advisor
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Strong interest in the financial markets and good investment sense/commercial instinct
  • Ability to multi-task and work with a variety of partners across the firm
  • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
  • Excellent verbal and written communication skills
  • Strong interpersonal skills and ability to build and foster a strong network of relationships
  • Creative approach to problem solving
  • Strong project management and organizational skills
  • SIE, Series 3, 7 and 63 (must be obtained within three months of employment)
    • Obtaining CFA Charter and/or CFP highly encouraged and will be sponsored in accordance with firm policy

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., 2025. 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.
The expected base salary for this Seattle, Washington, United States-based position is $75,000-$160,000. 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.

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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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