18 wealth management associate jobs at 6 companies in Seattle, WA
1mo
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Wealth Management Associate
Bellevue, Washington, United States
$80k-$100k/yr HybridFull Time
2+ YOE2+ years client service experience in wealth management, Series 65, FPQP or CFP module (or willing to obtain), proficiency with Microsoft Office and CRMs, strong communication and organizational skills, Bachelor’s degree.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce CRM, eMoney, Tamarac
2mo
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Senior Wealth Management Associate
Portland or Bellevue or Seattle or Mercer Island or Kirkland or Boise or Kenai
$100k-$120k/yr HybridFull Time
5+ YOE5+ years wealth management experience, Series 65 (or willing to obtain), FPQP or first CFP module (or willing to obtain), Bachelor’s degree, proficiency with Microsoft Office, Salesforce/eMoney/Tamarac, strong communication and organizational skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce CRM, eMoney, Tamarac
6d
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Wealth Associate
San Francisco or New York City or Dallas or Seattle or San Diego or Naples
$75k-$95k/yr OnsiteFull Time
Bachelor's degree required; CFA or CFP preferred. Interest in wealth management, strong communication, organization, collaboration, problem-solving, prioritization, and client-service skills.
401k
4d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor’s degree and 2–4 years of client service or financial industry experience required/preferred. Strong communication, organization, interpersonal skills, integrity, and client-service focus. SIE, Series 7, and Series 63 required.
1w
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Detroit
Detroit or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of preferred client service or financial industry experience. Requires SIE, Series 7, and Series 63; strong communication, organization, client service, and analytical skills.
4d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - Denver
Denver or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York or Miami or Philadelphia or San Francisco or Seattle or Washington, D.C. or West Palm Beach
OnsiteFull Time
2+ YOEBachelor's degree and 2–4 years of client service or financial industry experience required; strong communication, organizational, interpersonal, analytical, and client service skills required.
2mo
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; ensure timely/accurate client materials; maintain client relationships and adhere to bank policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
1+ YOEHigh school diploma or equivalent and 1 year of experience. Requires client service, communication, organization, judgment, technology adaptability, and computer application skills; financial licenses are preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
4d
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Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate - San Francisco
San Francisco or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or Seattle or Washington or West Palm Beach
$60k-$125k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of client service or financial industry experience, strong communication and organizational skills, and SIE, Series 7, and Series 63 credentials required within three months.
Employee Assistance Program (EAP)
2mo
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Associate Wealth Manager
Bellevue, Washington, United States
$130k-$150k/yr HybridFull Time
3+ YOECFP, 3+ years independently producing financial plans, 5+ years wealth management, software proficiency in eMoney/MoneyGuide Pro, Salesforce/Tamarac experience, strong communication.
eMoney, MoneyGuide Pro, Salesforce CRM, Tamarac, Microsoft Outlook, Word, Excel, PowerPoint
2d
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2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate
Seattle, Washington, United States
$160k/yr OnsiteFull Time
2+ YOENew Associate Program for individuals with 2–5 years of experience and an advanced degree, offering product and function-specific development in asset and wealth management.
technology, data, design
2d
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2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate
Seattle, Washington, United States
$160k/yr OnsiteFull Time
2+ YOEFull-time program for individuals with 2-5 years of experience and an advanced degree, offering product-specific and function-specific development in wealth management.
3d
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2027 | Americas | Seattle | Wealth Management, Private Wealth Management | New Associate
Seattle, Washington, United States
$160k/yr OnsiteFull Time
2+ YOERequires 2–5 years of experience and an advanced degree; develops product and function expertise while working with senior professionals and clients.
1w
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Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Seattle, Washington, United States
$75k-$160k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of related financial services experience, strong financial market interest, communication, relationship-building, project management, organization, and problem-solving skills.
Salesforce
4d
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Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Seattle, Washington, United States
$75k-$160k/yr OnsiteFull Time
3+ YOEBachelor's degree, 3+ years of related financial services experience, strong financial market and investment interest, communication and relationship-building skills, and SIE, Series 3, 7, and 63 credentials within three months.
Salesforce
1d
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2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program
Baltimore or Washington or Boston or Pittsburgh or Philadelphia or Cincinnati or Cleveland or Greenwich or Summit or Birmingham or Chicago or Winnetka or Indianapolis or Milwaukee or Minneapolis or Columbus or St. Louis or Long Island City or New York City or Austin or Dallas or Oklahoma City or Fort Worth or Houston or New Orleans or San Antonio or Atlanta or Charlotte or Fort Lauderdale or Miami or Nashville or Palm Beach or Tampa or Los Angeles or Las Vegas or Salt Lake City or San Diego or San Francisco or Seattle or Denver or Palo Alto or Orange
OnsiteInternship, Full Time
3+ YOEFirst-year MBA candidates with 3+ years of work experience, U.S. university attendance, and graduation between December 2027 and June 2028; requires communication, quantitative, analytical, and problem-solving skills.
1w
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trust Officer, Associate or Vice President - Wilmington, DE
Wilmington or Atlanta or Boston or Chicago or Dallas or Houston or Los Angeles or New York City or Miami or Philadelphia or San Francisco or Seattle or Washington or West Palm Beach
OnsiteFull Time
0+ YOEBachelor's degree required; 0–5+ years administering trusts or estates. Strong communication, organization, integrity, fiduciary administration knowledge, and ability to work autonomously under pressure.
2mo
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Associate Relationship Manager
Seattle, Washington, United States
$90k-$120k/yr OnsiteFull Time
3+ YOEBachelor's or equivalent experience preferred, 3+ years in private/commercial banking or wealth management, credit analysis and loan structuring experience, strong communication, and proficiency with PowerPoint and Excel.
Microsoft PowerPoint, Microsoft Excel
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