Top 93 Investment associate Jobs in Washington State

Financial Planning Associate - Vancouver, WA / Redwood Shores, CA (Hybrid)
EP Wealth Advisors, LLC —Vancouver, WA
- $70,000 - $93,500 a year
- Full-time
- Hybrid work
- Data analysis skills
- Research
- Mid-level
- Paid parental leave
- Health savings account
Quick Apply
Institutional Investment Consulting Associate
Mercer —Seattle, WA
- $67,000 - $134,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- 401(k)
10d
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 Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Support Associate Lead
Piton Wealth —Kennewick, WA
- $50,000 - $55,000 a year
- Full-time
- Mid-level
- Office
- Team management
- Health insurance
- Dental insurance
Quick Apply
4d
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
Quick Apply
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
Quick Apply
Trust Associate
Northwest Trustee & Management Services, LLC —Spokane, WA
- $22 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
3d
Pastoral Associate for Finance & Administration
ARCHDIOCESE OF SEATTLE PAYROLL SERVICES —Olympia, WA
- $88,000 - $95,000 a year
- Full-time
- Office
- Finance
- Databases
- Health savings account
- Disability insurance
Quick Apply
Managed Assets Research Associate
D.A. Davidson —Seattle, WA
- $90,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Marketing
- Writing skills
- Paid holidays
- Health insurance
Investment Associate
Cadence Real Estate Advisors —Seattle, WA
- $95,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
4d
Associate Financial Planner
Quantum Financial Planning —Spokane, WA
- $62,500 - $82,500 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Associate Implementation Portfolio Manager
Russell Investments —Seattle, WA
- $80,500 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
11d
Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Commercial Associate - Middle Market (Spokane)
Bank of America —Spokane, WA
- $85,000 - $125,000 a year
- Full-time
- Microsoft Outlook
- Writing skills
- Mid-level
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
Associate Financial Analyst (Financial Examiner 2) Non- Permanent
State of Washington Office of the Insurance Commissioner —Tumwater, WA
- $5,928 - $7,973 a month
- Email
- Background check
- CPA
- Data analysis skills
- Free parking
- Health insurance
2d
Wealth Management Client Associate
Bank of America —Bellevue, WA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Senior Tax Associate
Coldstream Wealth Management —Seattle, WA
- $100,000 - $120,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
Registered Client Associate
D.A. Davidson —Seattle, WA
- $30 - $36 an hour
- Overtime
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
10d

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investment associate jobs near washington state

Financial Planning Associate - Vancouver, WA / Redwood Shores, CA (Hybrid)

EP Wealth Advisors, LLC
Vancouver, WA

Quick Apply

Job Details

Full-time
$70,000 - $93,500 a year

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Flexible schedule
Life insurance
Referral program

Qualifications

Employee relationship building
Research

Full Job Description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary
The Financial Planning Associate works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings.

Duties and Responsibilities

Client Relationship & Plan Development

Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager for clients with assets of $2 million and more complex financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress.

Team Support & Process Improvement

Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.

Strategic Involvement & Support

Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm’s offerings remain competitive and up-to-date.

Training & Professional Development

Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.

Additional Responsibilities

Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management

Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the CFP designation, Series 65 exam completion within 90 days of joining the firm.
Experience: 0-2 years of experience in financial services or a related field.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator,

Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares.

Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree

Compensation: Our base pay range is $70,000 - $93,500 (per year)

What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

11 Paid Holidays + 2 floating holidays
3 Weeks PTO
Paid Volunteer Time
Paid Parental Leave
Flexible Work Schedule
Highly subsidized Health, Dental, and Vision Plans
401k Retirement Account with company match contributions
Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance
Flexible Spending Accounts and Health Savings Accounts
Employee Financial Education
Employee Educational Expense Reimbursement
Employee Charitable Donations
Employee Referral Incentives
Employee Team Building Activities
Employee Assistance Program

#LI-HYBRID

EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

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Refine Your Search

investment associate jobs in washington state

Financial Planning Associate - Vancouver, WA / Redwood Shores, CA (Hybrid)

Institutional Investment Consulting Associate

Associate Client Advisor

Wealth Planning Associate

Financial Support Associate Lead

Senior Associate Financial Advisor

Associate Wealth Manager

Trust Associate

Pastoral Associate for Finance & Administration

Managed Assets Research Associate

Investment Associate

Associate Financial Planner

Associate Implementation Portfolio Manager

Trust Associate

Commercial Associate - Middle Market (Spokane)

Associate Financial Advisor

Associate Financial Analyst (Financial Examiner 2) Non- Permanent

Wealth Management Client Associate

Senior Tax Associate

Registered Client Associate

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