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Wealth Management Associate — Client & Planning
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-01
Listing for:
Coldstream
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
An independent wealth management firm is seeking a Wealth Management Associate to provide exceptional client service. The role includes assisting Wealth Managers, overseeing client onboarding, and mentoring Client Service Associates. Candidates should have over 2 years of relevant experience and a Bachelor’s degree, along with strong communication and organizational skills. This position offers a hybrid work environment in Bellevue, competitive pay starting at $70,000 - $90,000, and a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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