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Wealth Management Associate — Client & Planning

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Coldstream
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Associate — Client Growth & Planning
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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