Top 81 Wealth management client service associate Jobs in Seattle 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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Senior Associate Financial Advisor
First Technology Federal Credit Union —Bellevue, WA
- $80,000 - $100,000 a year
- Email
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
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Wealth Planning Associate
Raymond James Financial, Inc. —Issaquah, WA
- $55,000.00 - $110,000.01 a year
- Full-time
- 5 years
- Research
- Mid-level
- Profit sharing
- Paid holidays
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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Associate Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Bellevue, WA
- $46.15 - $63.46 an hour
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
12d
Assistant Store Manager- Client Experience & Design
Article —Bellevue, WA
- $78,000 - $87,000 a year
- Email
- Mid-level
- Criminal background check
- Travel
- Paid holidays
- Disability insurance
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13d
Senior Associate, Payroll Transformation - SAP SuccessFactors
KPMG —Seattle, WA
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Disability insurance
- Health insurance
7d
Client Service Associate
Coldstream Wealth Management —Bellevue, WA
- $60,000 - $70,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
12d
Client Service Associate (Seattle or Bellevue)
Oppenheimer & Co. Inc. —Seattle, WA
- $50,000 - $60,000 a year
- Full-time
- Organizational skills
- 1 year
- Entry level
- Disability insurance
- Health insurance
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Registered Client Service Associate
Wedbush Securities —Seattle, WA
- $30.00 - $33.65 an hour
- Full-time
- Microsoft Excel
- Research
- Mid-level
- Profit sharing
- Paid jury duty
Client Specialist
Robert W. Baird —Seattle, WA
- $25.49 - $38.36 an hour
- Microsoft Excel
- Mid-level
- Office
- Opportunities for advancement
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 Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Operations Associate - Parametric
Morgan Stanley —Seattle, WA
- $70,000 - $140,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- Paid holidays
Registered Client Service Associate (Seattle or Bellevue)
Oppenheimer & Co. Inc. —Seattle, WA
- $60,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
Client Service, Senior Associate
Freestone Capital Management —Seattle, WA
- $85,000 - $100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Trust Strategist and Legal Assistant
Robert W. Baird —Seattle, WA
- $56,100 - $72,000 a year
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
4d
Associate Relationship Manager
Seattle Bank —Seattle, WA
- $90,000 - $120,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Disability insurance
- Health insurance
Private Wealth Management Analyst
Morgan Stanley —Seattle, WA
- $68,000 - $120,000 a year
- Full-time
- Computer literacy
- Writing skills
- Mid-level
- Health savings account
- Paid holidays
Client Services Specialist
First Technology Federal Credit Union —Bellevue, WA
- $80,168 a year
- Email
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Quick Apply

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wealth management client service associate jobs near seattle wa

Wealth Planning Associate

Everforth -
Seattle, WA

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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 07/21/2026 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.

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Refine Your Search

wealth management client service associate jobs in seattle wa

Wealth Planning Associate

Senior Associate Financial Advisor

Wealth Planning Associate

Associate Wealth Manager

Associate Wealth Advisor, Schwab Wealth Advisory

Assistant Store Manager- Client Experience & Design

Senior Associate, Payroll Transformation - SAP SuccessFactors

Client Service Associate

Client Service Associate (Seattle or Bellevue)

Registered Client Service Associate

Client Specialist

Associate Client Advisor

Wealth Management Client Associate

Operations Associate - Parametric

Registered Client Service Associate (Seattle or Bellevue)

Client Service, Senior Associate

Trust Strategist and Legal Assistant

Associate Relationship Manager

Private Wealth Management Analyst

Client Services Specialist

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