ZipRecruiter

Log In

1

Wealth Manager Jobs in Renton, WA (NOW HIRING)

Beacon Pointe

Senior Wealth Advisor

Seattle, WA · On-site

$80 - $120/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth ...

Coldstream Wealth Management

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 ...

Coldstream Wealth Management

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 ...

HSBC

Wealth Relationship Manager

Seattle, WA · On-site

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high-value clients. Professionalism client focus and ...

TIAA

Wealth Advisor

Bellevue, 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 ...

previous page

Showing results 41-60

All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Renton, WA

Wealth Manager information

See Renton, WA salary details

$27.7K

$67.2K

$131K

How much do wealth manager jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth manager in Renton, WA is $67,228.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $77,400.00 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.

Is wealth management a high paying career?

Wealth management is generally a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in top firms can earn six-figure incomes or higher.

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.
More about Wealth Manager jobs

What are popular job titles related to Wealth Manager jobs in Renton, WA?

For Wealth Manager jobs in Renton, WA, the most frequently searched job titles are:

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:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Renton, WA as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 14% Part Time, and 1% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $67,228 per year, or $32.3 per hour.

Client Service Associate | Wealth Management

Threadline Wealth

Bellevue, WA • On-site

$63K - $86K/yr

Full-time

Medical, Retirement

Posted 17 days ago

Job description

Client Service Associate
About Threadline Wealth
Threadline Wealth is an independent SEC-registered investment adviser serving high-net-worth individuals, families, and business owners. 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, and thoughtful collaboration across advisory, investment, operations, and client service teams.
Role Summary
The Client Service Associate partners with Wealth Advisors and internal teams to provide responsive, accurate service to clients and prospects. This role serves as a primary point of contact for client service needs and coordinates closely with advisory operations, trading, portfolio management, tax, billing, and other support teams.
Responsibilities include client communications, meeting coordination, onboarding, service request processing, data management, presentation support, and follow-up. Success in this role requires strong organization, communication, judgment, and the ability to manage multiple priorities in a fast-paced environment.
This position may be based in either the greater Bellevue / Seattle or San Francisco Bay Area, depending on business needs and candidate fit. We anticipate a hybrid work arrangement, with regular in-office collaboration expected approximately 1-3 days per week. Remote work flexibility is supported, along with occasional travel.
Visa Sponsorship: Threadline Wealth is unable to provide employment visa sponsorship for this position. Applicants must be authorized to work in the United States without current or future employer-sponsored visa support.
Core Responsibilities
Client Service and Relationship Support
  • Serve as a primary point of contact for client service requests and communications, coordinating with the client's broader Threadline Wealth advisory and operations teams.
  • Manage a high volume of client and prospect interactions, including inquiries, meeting coordination, and follow-up.
  • Proactively manage client requests from initial receipt through completion, providing timely updates to clients and internal team members.
  • Support client experience initiatives, including recognition of birthdays, anniversaries, promotions, and other significant life events.
  • Assist with client projects and initiatives that support the broader wealth advisory team and enhance the client experience.

Client Onboarding and Account Administration
  • Manage and track the client onboarding process, including internal and custodial paperwork, CRM data entry, client communications, and quality-control reviews.
  • Gather, organize, and maintain prospect and client information in Microsoft Dynamics, Laserfiche, and other internal systems.
  • Monitor data accuracy and integrity to ensure client records remain complete, current, and consistent across systems.
  • Process client service requests through Laserfiche and route tasks to the appropriate internal teams.
  • Track outstanding items and ensure client and account-related tasks are completed accurately and on time.
Advisor and Team Support
  • Respond to requests from advisors and team members in a timely and accurate manner.
  • Keep advisory teams informed of client projects, service requests, upcoming meetings, and required follow-up.
  • Organize weekly team meetings, prepare agendas, and track action items and project status.
  • Review and edit client presentations and other client-facing materials as requested.
  • Support client events, prospect activities, and other marketing initiatives.
  • Proactively manage advisor calendars for client-related meetings, including scheduling, logistics, and meeting preparation.
  • Coordinate virtual and in-person meetings with prospective and existing clients.
Process and Operational Excellence
  • Follow established standard operating procedures and use approved technology platforms to support consistent and efficient workflows.
  • Identify incomplete information, workflow issues, or service delays and escalate them appropriately.
  • Contribute to process improvements that enhance service quality, accuracy, and team efficiency.
Qualifications
  • High school diploma or equivalent required.
  • At least one year of relevant administrative, client service, or operations experience; experience in financial services, legal services, or another professional services environment is preferred.
  • Proficiency in Microsoft Office; advanced skills are preferred.
  • Strong written and verbal communication skills.
  • Sound judgment and ability to prioritize and manage multiple responsibilities.
  • Ability to maintain professionalism, exercise discretion, and protect confidential information.
  • Ability to work effectively both independently and as part of a team.
  • Strong problem-solving skills, including the ability to identify issues, gather relevant information, and determine appropriate next steps.
  • Flexibility to adjust work hours as needed to meet business and client service needs.
Key Skills & Attributes
  • Strong organization, attention to detail, and follow-through.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Strong interpersonal and communication skills, with the ability to adapt communication style to the audience.
  • Self-motivated and committed to providing high-quality support to clients and advisory teams.
  • Sound judgment, professionalism, discretion, and respect for confidentiality.
  • Solutions-oriented approach to identifying issues and determining appropriate next steps.
  • Collaborative, responsive, and willing to support broader business needs.
  • Ability to work effectively both independently and as part of a team.
Compensation and Benefits
  • Base Salary: $63,000-$86,000, commensurate with experience. This position is classified as nonexempt and is eligible for overtime compensation in accordance with applicable law and firm policy. Additional discretionary compensation may be available based on individual and firm performance.
  • Benefits: Comprehensive benefits package including health insurance, retirement plan contributions, professional development opportunities, and other standard firm benefits.

Disclaimer:
Threadline Wealth is an equal opportunity employer and is committed to fostering a professional and inclusive workplace. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.
This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required of the position. Employees may be required to perform other job-related duties as assigned.
Duties, responsibilities, and activities may change at any time, with or without notice, to meet business and operational needs.

Apply