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Financial Consultant Financial Services

Wealth Management Associate - Client-Centric Operations

Job in Seattle, King County, Washington, 98127, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 70000 - 110000 USD Yearly USD 70000.00 110000.00 YEAR
Job Description & How to Apply Below
A reputable financial services firm in downtown Seattle is seeking an experienced Wealth Management Associate. The ideal candidate will support daily investment operations, enhance client experiences, and collaborate with Advisors. Responsibilities include managing client inquiries, processing trades, and assisting with insurance applications. Applicants should have 3–5 years of experience in investment operations and possess strong communication skills.

This role offers a competitive salary range of $70,000–$110,000 along with comprehensive health coverage and a 401(k) match.
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Position Requirements
10+ Years work experience
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