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Wealth Manager Jobs in Renton, WA (NOW HIRING)

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 ...

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 · 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 ...

Showing results 21-40

Wealth Manager information

See Renton, WA salary details

$27.6K

$67K

$130.5K

How much do wealth manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth manager in Renton, WA is $66,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,200.00 and $77,100.00 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 can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.

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:

Infographic showing various Wealth Manager job openings in Renton, WA as of August 2026, with employment types broken down into 83% Full Time, 16% Part Time, and 1% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $66,961 per year, or $32.2 per hour.

Senior Wealth Management Banker

UBS

Seattle, WA • On-site

Full-time

Re-posted 15 days ago


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

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

17th of 174 rated banks


Job description

Key responsibilities
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.

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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