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Wealth Planning Associate Jobs in Seattle, WA (NOW HIRING)

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Wealth Planning Associate information

See Seattle, WA salary details

$43.8K

$89.1K

$123K

How much do wealth planning associate jobs pay per year?

As of Sep 5, 2026, the average yearly pay for wealth planning associate in Seattle, WA is $89,138.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,900.00 and $104,200.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

What are the key skills and qualifications needed to thrive as a wealth planning associate, and why are they important?

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Seattle, WA?

For Wealth Planning Associate jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Seattle, WA look for?

The top searched job categories for Wealth Planning Associate jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Wealth Planning Associate jobs?

Cities near Seattle, WA with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Seattle, WA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 57% In-person, and 43% Hybrid job distribution, with an average salary of $89,138 per year, or $42.9 per hour.

Associate Wealth Manager

Coldstream Wealth Management

Bellevue, WA • Hybrid

Full-time

Re-posted 16 days ago

Job description

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:

  • Wealth Planning:
    • Provide holistic wealth planning services to clients, including tax, estate, wealth transfer, cash flow, retirement, and Social Security planning
    • Contribute to the firm's Wealth Strategy Group body of knowledge and client communications
  • Client Relationships:
    • Develop and manage relationships with existing and new client families; initiate frequent client communication, facilitate meetings, present information, and educate clients on various topics
    • Cultivate relationships with clients' other advisors (attorneys, CPAs, bankers)
  • Investment Management:
    • In conjunction with the team's Portfolio Manager, establish and plan for each client's goals, objectives, risk tolerance, and cash requirements
  • Business Development:
    • Develop leads and referrals, meet with prospective clients to present proposals, and identify additional opportunities with existing clients

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