Wealth Management Client Associate
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Portfolio & Asset Management
The Simmons Group, a Seattle-based financial advisory practice, seeks a Registered Client Associate who thrives in a collaborative team and delivers exceptional client service. The role emphasizes accuracy, organization, and relationship-building in a full-time on-site capacity.
Ideal candidates hold a Bachelor’s or Associate’s degree and possess 2+ years in wealth management, plus SIE, Series 7, and Series 66/63/65 or the ability to obtain them.
We are currently recruiting a Wealth Management Client Associate for our team in Seattle, WA, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Seattle, WA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
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