Wealth Management Associate Jobs in Washington
Wealth Management Associate jobs in Washington are active and competitive, concentrated in private banking, independent advisory firms, and the region's deep tech-industry client base, with openings at every level from entry-level analyst to senior associate. Seattle, Bellevue, and Kirkland anchor most of the hiring, with well-known employers such as Russell Investments, Washington Federal, and JPMorgan Chase maintaining lasting presences across the state. The most in-demand specialties are financial planning, portfolio analysis, and high-net-worth client services. Find a role that fits below and apply directly.
Find JobsOverview
Open roles12
Top employerJPMorganChase
Top citySeattle, WA
Cities hiring6
Work type50% On-site
Top credentialBachelor's degree
Showing 5 of 12+ Wealth Management Associate jobs
Private Wealth Management Summer Internship (Seattle - June 2027 Start)
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Added 2d ago
Brighton Jones LLC
Private Wealth Management Summer Internship (Seattle - June 2027 Start)
Seattle, Washington
Added 2d ago
J.P. Morgan Wealth Management - Private Client Advisor - Lynnwood, WA
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Added 3d ago
JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Lynnwood, WA
Lynnwood, Washington
Added 3d ago
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA
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Added 4d ago
JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Bothell, WA
Bothell, Washington
Added 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (West Seattle)
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Added 4d ago
JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (West Seattle)
Seattle, Washington
Added 4d ago
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)
We won't show you this job again
Added 4d ago
JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Seattle, WA (Martin Luther King Jr)
Seattle, Washington
Added 4d ago
Added 2d ago
Private Wealth Management Summer Internship (Seattle - June 2027 Start)
Brighton Jones LLC·Seattle, Washington
Job functions:
201-500 employees
Job Description
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Are you interested in helping people align their wealth with what matters most to them? At Brighton Jones, we believe financial planning is about more than investments. Through our Personal CFO approach, we help clients make informed decisions across every aspect of their financial lives, empowering them to live richer, more fulfilling lives.
As a Summer Intern, you'll gain meaningful exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management.
Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones.
Take our Values in Action Self-Assessment to see how our values align!
Our Internship Program Offers the Following and More:
Client & Advisory Experience:
- Observe client meetings, participate in team prep meetings, and apply your learning through a mock client presentation designed to simulate a real-world advisory experience.
- Work on meaningful projects while gaining exposure to different areas of the business, including investments, impact, marketing, operations, tax planning, MESI, and more.
Professional Development:
- Receive ongoing coaching, feedback, and support from experienced professionals who are invested in helping you learn, grow, and succeed throughout the summer.
- Participate in career development programming designed to help you build professional skills, explore future opportunities, and prepare for life after graduation.
Skills & Relationships:
- Build relationships with teammates across the firm while exploring different career paths and areas of expertise within wealth management.
- Collaborate with interns across the country through team projects, presentations, and book club discussions that foster learning, connection, and professional growth.
- Develop an understanding of how teams across the firm collaborate to deliver a holistic client experience.
Culture & Community:
- Participate in team outings, committee events, and firmwide activities that help you build relationships and experience Brighton Jones' culture firsthand.
- Engage in volunteer opportunities that reflect our commitment to community and making a positive impact.
Future Opportunities:
- High-performing interns may have the opportunity to return as a full-time Analyst following graduation.
Program Details:
- Program dates are June 14th - August 5th, 2027.
- Priority consideration will be given to candidates who apply by December 1st, 2026.
- Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028 and be eligible for consideration for future full-time opportunities following graduation.
- Availability to work up to 40 hours per week, Monday through Friday, in-office.This is a temporary, non-exempt/hourly position.
- Candidates must be authorized to work in the United States without sponsorship, now or in the future. Brighton Jones does not provide employment visa sponsorship for this position.
Skills & Attributes We Look For:
- A genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
- A growth mindset demonstrated through coachability, a willingness to seek feedback, and a commitment to continuous learning.
- Strong relationship-building and collaboration skills, with the ability to connect with and learn from others.
- Accountability and ownership, including following through on commitments and taking pride in producing high-quality work.
- Initiative and resourcefulness, with a desire to contribute, solve problems, and seek opportunities to add value.
- Strong communication skills, including the ability to listen, ask thoughtful questions, and express ideas clearly.
- Attention to detail, organization, and the ability to manage multiple priorities effectively.
- A service-oriented mindset and a desire to contribute positively to teammates, clients, and the broader Brighton Jones community.
Compensation:
- Pay: $23.00 per hour with potential for college credits, if applicable.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Brighton Jones LLC
Private Wealth Management Summer Internship (Seattle - June 2027 Start)
Seattle, Washington
Added 2d ago201-500 employees
Job functions:
Job Description
Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.
Are you interested in helping people align their wealth with what matters most to them? At Brighton Jones, we believe financial planning is about more than investments. Through our Personal CFO approach, we help clients make informed decisions across every aspect of their financial lives, empowering them to live richer, more fulfilling lives.
As a Summer Intern, you'll gain meaningful exposure to financial planning, client service, and advisory work through real-world experience, mentorship, and collaboration with teams across the firm. You'll have the opportunity to contribute to meaningful projects, build lasting relationships, and develop the skills that can serve as the foundation for a future career in wealth management.
Ready to grow professionally and personally? Apply now and start your journey with Brighton Jones.
Take our Values in Action Self-Assessment to see how our values align!
Our Internship Program Offers the Following and More:
Client & Advisory Experience:
- Observe client meetings, participate in team prep meetings, and apply your learning through a mock client presentation designed to simulate a real-world advisory experience.
- Work on meaningful projects while gaining exposure to different areas of the business, including investments, impact, marketing, operations, tax planning, MESI, and more.
Professional Development:
- Receive ongoing coaching, feedback, and support from experienced professionals who are invested in helping you learn, grow, and succeed throughout the summer.
- Participate in career development programming designed to help you build professional skills, explore future opportunities, and prepare for life after graduation.
Skills & Relationships:
- Build relationships with teammates across the firm while exploring different career paths and areas of expertise within wealth management.
- Collaborate with interns across the country through team projects, presentations, and book club discussions that foster learning, connection, and professional growth.
- Develop an understanding of how teams across the firm collaborate to deliver a holistic client experience.
Culture & Community:
- Participate in team outings, committee events, and firmwide activities that help you build relationships and experience Brighton Jones' culture firsthand.
- Engage in volunteer opportunities that reflect our commitment to community and making a positive impact.
Future Opportunities:
- High-performing interns may have the opportunity to return as a full-time Analyst following graduation.
Program Details:
- Program dates are June 14th - August 5th, 2027.
- Priority consideration will be given to candidates who apply by December 1st, 2026.
- Candidates should be on track to graduate with a bachelor's degree between December 2027 and June 2028 and be eligible for consideration for future full-time opportunities following graduation.
- Availability to work up to 40 hours per week, Monday through Friday, in-office.This is a temporary, non-exempt/hourly position.
- Candidates must be authorized to work in the United States without sponsorship, now or in the future. Brighton Jones does not provide employment visa sponsorship for this position.
Skills & Attributes We Look For:
- A genuine curiosity about financial planning, wealth management, and helping others achieve their goals.
- A growth mindset demonstrated through coachability, a willingness to seek feedback, and a commitment to continuous learning.
- Strong relationship-building and collaboration skills, with the ability to connect with and learn from others.
- Accountability and ownership, including following through on commitments and taking pride in producing high-quality work.
- Initiative and resourcefulness, with a desire to contribute, solve problems, and seek opportunities to add value.
- Strong communication skills, including the ability to listen, ask thoughtful questions, and express ideas clearly.
- Attention to detail, organization, and the ability to manage multiple priorities effectively.
- A service-oriented mindset and a desire to contribute positively to teammates, clients, and the broader Brighton Jones community.
Compensation:
- Pay: $23.00 per hour with potential for college credits, if applicable.
Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.
Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.
To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
See All 12 Wealth Management Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Seattle
6 jobsBellevue
2 jobsBothell
1 jobSpokane
1 jobLynnwood
1 jobRichland
1 jobWealth Management Associate Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
What Washington Employers Look For
The qualifications that appear most often in wealth management associate jobs across Washington.
- Active FINRA Series 7 and Series 66 licenses required or expected within 90 days
- Bachelor's degree in finance, economics, business, or a closely related field
- One to three years of client-facing financial services or advisory experience
- Proficiency with financial planning software such as eMoney, Salesforce, or Orion
- Demonstrated ability to support portfolio construction and asset allocation analysis
- Strong written and verbal communication skills for client reporting and presentations
Wealth Management Associate Jobs in Washington: Frequently Asked Questions
How do you become a wealth management associate in Washington?
Most Washington employers require a bachelor's degree in finance, economics, or business alongside FINRA Series 7 and Series 66 licenses, both regulated at the federal level through FINRA and registered in Washington through the Washington State Department of Financial Institutions. Candidates typically complete FINRA exams before or shortly after hire. A Certified Financial Planner designation is increasingly valued at Seattle-area firms serving high-net-worth clients.
How much do wealth management associates make in Washington?
Wealth management associates in Washington earn a median of about $114,050 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $58,650 for the lowest 10% to over $344,850 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth management associates in Washington?
Employers hiring wealth management associates in Washington right now include JPMorganChase, PwC, and TIAA, based on current listings on Migrate Mate as of September 2026. Washington's concentration of affluent tech-industry households has driven strong and sustained demand from both national wirehouses and locally rooted independent registered investment advisors.
Which Washington cities have the most wealth management associate jobs?
Seattle, Bellevue, and Bothell have the most wealth management associate openings in Washington. Seattle leads because it is home to the region's major financial services offices and a large population of high-net-worth technology professionals, while Bellevue and Kirkland attract boutique and independent advisory firms serving the Eastside's dense concentration of tech-sector clients.
Are there remote wealth management associate jobs in Washington?
Yes, but they're limited. About 50% of wealth management associate openings tied to Washington are remote or hybrid as of September 2026, reflecting that the role is heavily relationship-driven and most firms expect regular in-person client contact. The tasks most likely to be done remotely are financial plan preparation, portfolio analysis, and internal reporting rather than client-facing advisory work.
How can I get hired as a wealth management associate in Washington with little or no experience?
The most realistic entry path is a new-associate or financial advisor trainee program at a large Washington-area firm such as a regional bank, wirehouse branch, or credit union like BECU, which regularly hire candidates without prior advisory experience and fund their FINRA licensing. Lateral moves from banking roles such as personal banker, loan officer, or branch associate are common and well-regarded. A completed Series 7 exam or a CFP coursework enrollment strengthens any application significantly.
Where can I find and apply to wealth management associate jobs in Washington?
You can find and apply to wealth management associate jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Find roles that fit your experience and location, then apply directly to each employer through the listing.
See All 12 Wealth Management Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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