Top 19 Wealth management associate Jobs in Bellevue, Wa

Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
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Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
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Wealth Management Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Wealth Management Associate
Equitable Advisors —Bellevue, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Client Service Associate | Wealth Management
Threadline Wealth —Bellevue, WA
- $63,000 - $86,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Administrative experience
- Health insurance
- Retirement plan
Quick Apply
6d
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Goldman Sachs —Seattle, WA
- $75,000 - $160,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Wealth Management Associate
Coldstream Wealth Management —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
Quick Apply
12d
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Wealth Management Associate - Retirement Benefits Group WA, Seattle Bellevue
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
Associate Financial Advisor
LPL Financial —Edmonds, WA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Paid time off
Quick Apply
Associate Financial Advisor
Ameriprise Financial - Washington —Edmonds, WA
- $65,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Asset & Wealth Management - Renewable Energy Tax Senior Associate
PRICE WATERHOUSE COOPERS —Seattle, WA
- $77,000 - $214,000 a year
- Mid-level
- Project management
- Bachelor's degree
- Paid holidays
- Health insurance

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Wealth Planning Associate
Everforth —Seattle, WA
Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices.
$90,000 - $115,000 a year
Quick Apply
Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
Career development: 100% training/certification/licensing/dues reimbursement plus a formal mentoring program. In conjunction with the team's Portfolio Manager,…
$130,000 - $150,000 a year
Quick Apply

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J.P. Morgan Wealth Management - Associate, Product Manager - Advanced Investing
JPMorganChase —Columbus, OH
Your role will involve collaborating with cross-functional teams—including design, engineering, and data analytics—to deliver meaningful solutions.
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Merrill Advisor Development Program - Financial Advisor: Buckeye & Associates Market
Bank of America —Columbus, OH
Handles inbound inquiries from leads regarding Merrill offerings. Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel.
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wealth management associate jobs near bellevue, wa

Wealth Planning Associate

Everforth -
Seattle, WA

Quick Apply

Job Details

Full-time
$90,000 - $115,000 a year

Benefits

Health savings account
Health insurance
Vision insurance
401(k) matching

Qualifications

Financial planning software
Data analysis skills
Financial plan development
Bachelor's degree
Financial services
Financial data analysis tools

Full Job Description

Wealth Planning Associate

About the Opportunity

We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us with their most important financial decisions. We operate with a fiduciary mindset and a deeply collaborative internal culture - one that invests heavily in the growth, development, and well-being of our people. With a track record of steady expansion and a reputation built on integrity and excellence, we are adding a Wealth Planning Associate to our advisory team.

This is an excellent opportunity for someone who wants to sharpen their craft as a financial planner while working alongside seasoned advisors in a firm that takes professional development seriously. You will be embedded within an advisory team and report directly to the Director of Financial Planning.

Day-to-Day Responsibilities

Collaborate with financial advisors to gather, organize, and analyze client financial data in support of comprehensive wealth plans
Build and maintain financial plan models and reports, ensuring accuracy, clarity, and a polished presentation ready for client delivery
Prepare materials and supporting documentation for client meetings, including plan summaries, investment reviews, and strategy overviews
Stay current on regulatory developments, tax law updates, market trends, and financial planning best practices to ensure all work reflects up-to-date knowledge
Support advisors throughout client meetings, contributing to discussions and helping communicate planning recommendations
Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices
Assist in identifying opportunities to deepen client relationships through thoughtful planning analysis and proactive follow-through
Contribute to departmental initiatives including continuing education, knowledge sharing, and internal strategy development

Required Skills and Qualifications

Bachelor's degree in Finance, Accounting, Economics, or a closely related discipline
3+ years of experience in financial planning, paraplanning, or a directly related role within a wealth management or advisory firm
Active progress toward or completion of the CFP (Certified Financial Planner) designation is strongly preferred

- Proficiency with financial planning software platforms - experience with eMoney, MoneyGuidePro, or similar tools is a plus

Strong analytical ability with experience interpreting and presenting complex financial data to both internal and client-facing audiences
Excellent written and verbal communication skills; comfort in a client-facing environment is essential
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-moving team environment

- Ability to work both independently and collaboratively - comfortable owning deliverables while also functioning as a strong team contributor

No immigration sponsorship available for this position

Why This Role Stands Out

Join a firm with a clear fiduciary commitment and a culture built around doing right by clients and employees alike
Gain high-visibility experience working directly alongside senior advisors on complex, meaningful planning engagements
Competitive compensation in the $90K-$115K range with a strong total rewards package
Benefits include 401(k) with employer match, employer-funded HSA, medical and vision coverage, and robust continuing education support

- Real room to grow - the firm is expanding and actively supports career development for planners on the partner track

#Enghp

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter . Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at [email protected] to make arrangements.

Salary

$90000 - $115000 USD per year

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Refine Your Search

wealth management associate jobs in bellevue, wa

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Client Service Associate | Wealth Management

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle

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Asset & Wealth Management - Renewable Energy Tax Senior Associate

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