Investment Associate Jobs in Washington
Investment Associate jobs in Washington are concentrated in Seattle's asset management, venture capital, and private equity ecosystem, with additional demand in Bellevue and Tacoma, covering entry-level analyst support through senior associate roles. Firms like Madrona Venture Group, Russell Investments, and TIAA have lasting hiring presences in the state, particularly for associates focused on portfolio analysis, deal sourcing, and fund operations. Washington's technology-driven economy makes associates with expertise in growth equity and tech-sector due diligence especially competitive. Find a role that fits below and apply directly.
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- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
- Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
- Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
- Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
- Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
- Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation)
- Prioritize daily work, track progress for current work, and consistently meet deadlines
- Maintain and foster team culture
- A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
- If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
- A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 6 Investment Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Investment Associate Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Accounting & Auditing
- Staffing & Recruiting
- Banking & Financial Services
- Investment & Asset Management
What Washington Employers Look For
The qualifications that appear most often in investment associate jobs across Washington.
- Bachelor's degree in finance, economics, or a related quantitative field required
- Series 63 or Series 65 license registered with Washington State Department of Financial Institutions preferred
- Two or more years of financial modeling, valuation, or investment analysis experience
- Proficiency in Excel-based financial modeling and data analysis tools such as Bloomberg or FactSet
- Strong written and verbal communication skills for presenting investment theses to stakeholders
- CFA candidacy or progress toward the CFA charter viewed favorably by Washington employers
Investment Associate Jobs in Washington: Frequently Asked Questions
How do you become a investment associate in Washington?
Most investment associate roles in Washington require a bachelor's degree in finance, economics, or accounting, followed by registration with the Washington State Department of Financial Institutions if the role involves advising or managing client assets. Associates working at registered investment advisers typically need a Series 65 license. Firms in Seattle's private equity and venture capital space often prioritize candidates who have completed a finance internship or hold progress toward the CFA charter.
Which companies hire investment associates in Washington?
Employers hiring investment associates in Washington right now include JPMorganChase, Jobot, and Greysteel, based on current listings on Migrate Mate as of September 2026. Washington's concentration of asset managers, technology-focused venture funds, and institutional investors in the Seattle and Bellevue corridor drives consistent demand across both established firms and growth-stage funds.
Which Washington cities have the most investment associate jobs?
Seattle, Spokane, and Bellevue account for the largest share of investment associate openings in Washington. Seattle dominates because of its dense cluster of asset managers, venture capital firms, and financial services companies, while Bellevue's corporate headquarters and private equity presence draw significant hiring, and Tacoma contributes through institutional investors and regional financial firms serving the South Sound.
Are there remote investment associate jobs in Washington?
Yes, though they are less common than in purely analytical or technology roles, since many investment associate positions involve in-person due diligence, client meetings, and deal team collaboration. About 0% of investment associate openings tied to Washington are remote or hybrid as of September 2026, with remote work most frequently available for fund research, portfolio monitoring, and financial modeling responsibilities.
How can I get hired as a investment associate in Washington with little or no experience?
The most realistic entry path is a financial analyst or junior analyst role at a Seattle-area asset manager, bank, or corporate finance team, which builds the modeling and research skills investment associate positions require. Russell Investments and TIAA both run structured associate programs suited to recent graduates. Completing the Series 65 exam through the Washington State Department of Financial Institutions before applying signals commitment and removes a hiring barrier that many candidates face.
Where can I find and apply to investment associate jobs in Washington?
You can find and apply to investment associate jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Find the roles that fit your background and apply directly to the ones that match your experience and target location.
See All 6 Investment Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment Associate Jobs