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Hybrid Wealth Management Associate: Build Plans & Impact

Job in Bellingham, Whatcom County, Washington, 98227, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 105000 USD Yearly USD 65000.00 105000.00 YEAR
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Wealth Management Associate to support the Advisory Department. This role involves building financial plans, working on client requests, and enhancing client experiences. The successful candidate should have excellent communication skills, a proactive approach, and the ability to manage multiple tasks. This position offers a competitive salary range of $65,000-$105,000, plus bonuses and benefits, and operates in a hybrid environment from Bellingham, WA.
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Position Requirements
10+ Years work experience
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