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Wealth Jobs in Seattle, WA (NOW HIRING)

Bank of America

Wealth Strategies Advisor

Seattle, WA · On-site +1

$177K - $300K/yr

Leads the wealth planning engagement process with clients from start to finish * Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and ...

Beacon Pointe

Senior Wealth Advisor

Seattle, WA · On-site

$100 - $125/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 ...

BofA Securities

Wealth Strategies Advisor

Seattle, WA · On-site +1

$177K - $300K/yr

Leads the wealth planning engagement process with clients from start to finish * Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, and ...

Bank of America

Wealth Strategies Advisor

Seattle, WA · On-site

$200 - $250/hr

Leads the wealth planning engagement process with clients from start to finish * Works with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, run analyses, 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 of a team who partners with clients to identify their financial goals, analyze their financial ...

TIAA

Wealth Advisor

Bellevue, WA

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial ...

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All JobsWealth JobsWealth Jobs in Seattle, WA

Wealth information

See Seattle, WA salary details

$53.5K

$117.3K

$169K

How much do wealth jobs pay per year?

As of Sep 8, 2026, the average yearly pay for wealth in Seattle, WA is $117,306.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,000.00 and $140,500.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial services to individuals, families, or businesses with significant assets. They help clients manage, grow, and protect their wealth through investment advice, financial planning, tax strategies, estate planning, and retirement planning. Wealth managers often develop personalized strategies to meet each client's unique goals and needs, coordinating with other professionals such as accountants and attorneys as necessary. Their services are typically tailored for high-net-worth individuals seeking holistic financial guidance.

What are the key skills and qualifications needed to thrive as a wealth manager?

To thrive as a Wealth Manager, you need expertise in financial planning, investment strategies, and a strong understanding of economic markets, often backed by degrees in finance or economics and relevant certifications like CFP or CFA. Proficiency with portfolio management software, financial modeling tools, and CRM systems is typically required. Exceptional interpersonal skills, trustworthiness, and the ability to communicate complex financial concepts clearly help build strong client relationships. These skills are crucial for developing tailored financial strategies that protect and grow clients' wealth while maintaining high levels of client satisfaction.

What are some of the common challenges faced by wealth managers when working with clients?

Wealth managers often face challenges such as navigating complex financial regulations, staying updated on market trends, and managing diverse client expectations. Building trust and maintaining long-term relationships with clients requires clear communication and tailored strategies that align with each client's financial goals. Additionally, wealth managers must work closely with other professionals such as tax advisors, estate planners, and investment analysts to deliver comprehensive financial solutions.

What is the difference between Wealth vs Financial Advisor?

AspectWealthFinancial Advisor
CredentialsVaries; often includes certifications like CFP, CFATypically CFP, Series 7, Series 66
Work EnvironmentPrivate firms, banks, or independentFinancial planning firms, banks, or independent
Industry UsageBroad; includes wealth management, investment, estate planningSpecific; focused on client financial planning and investments
Search/Comparison IntentUnderstanding roles in wealth managementSeeking financial planning services or career info

Wealth professionals often encompass a broad range of services including investment management, estate planning, and financial advising. Financial Advisors are a specific subset focused on providing personalized financial planning and investment advice. While both roles aim to grow and protect client assets, Wealth professionals may have a wider scope, whereas Financial Advisors typically focus on client-specific financial plans.

What are the most commonly searched types of Wealth jobs in Seattle, WA?

The most popular types of Wealth jobs in Seattle, WA are:

Wealth jobs near you
Infographic showing various Wealth job openings in Seattle, WA as of August 2026, with employment types broken down into 70% Full Time, 28% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $117,374 per year, or $56.4 per hour.

Associate Wealth Manager

Coldstream Wealth Management

Bellevue, WA • Hybrid

$130K - $150K/yr

Full-time

Re-posted 19 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

  • CFP and 3+ years of experience independently producing and presenting financial plans
  • Proficiency with eMoney or MoneyGuide Pro
  • 5+ years of wealth management experience, including client relationship management
  • Interest in acquiring and practicing business development skills
  • Proficiency with Microsoft Outlook, Word, Excel, and PowerPoint
  • Experience with Salesforce CRM and/or Tamarac portfolio management (or similar systems)
  • Excellent communication and organizational skills