22 associate financial advisor jobs at 10 companies in Seattle, WA
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Associate Financial Advisor
Edmonds, Washington, United States
$82k-$99k/yr OnsiteFull Time
Bachelor's degree, equivalent experience, or relevant financial services background; sales or client relationship experience; strong communication; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
4w
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Associate Financial Advisor
Issaquah, Washington, United States
$85k-$95k/yr HybridFull Time
3+ YOEBachelor's degree, 3+ years client-facing financial services experience; Series 7 & Series 66 preferred (sponsorship available); Washington Life & Health preferred; strong relationship and communication skills.
4d
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Financial Advisor Associate
Tacoma, Washington, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organizational, networking, and problem-solving skills; U.S. work authorization required.
Financial Planning Specialist (FPS)
3w
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Associate Financial Advisor
Sequim, Washington, United States
OnsiteFull Time
0.5+ YOE6+ months customer service or sales experience; SIE completed; FINRA licensing (Series 7/66) and state insurance licenses expected; must meet Loan Originator regulatory and background standards; US work authorization required.
2mo
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, Washington, United States
$100k-$140k/yr HybridFull Time
3+ YOESecurities registrations (Series 7 and 66 or Series 7, 63 and 65) and resident state life/health/annuities registration required; CFP preferred; 3+ years licensed advisor experience; proficiency with Money Guide Pro, Wealthscape, Morningstar, Salesforce.
Money Guide Pro, Wealthscape, Morningstar, Salesforce
2mo
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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, Washington, United States
$100k-$140k/yr HybridFull Time
3+ YOERequires Series 7 and 66 or Series 7, 63, and 65, resident-state insurance registration, and 3–5 years of licensed financial services experience. CFP is preferred; proficiency with named financial tools is highly desired.
Money Guide Pro, Wealthscape, Morningstar, Salesforce
1mo
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Associate Financial Advisor - Edmonds, WA
Edmonds, Washington, United States
OnsiteFull Time
3+ YOEHigh school diploma required (bachelor's preferred). Series 7 and Series 66 (or equivalent FINRA registrations) required; state insurance license required. 3+ years securities experience preferred. Strong communication, critical thinking, and client relationship skills.
2mo
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Associate Advisor Consultant, Washington State/Oregon
Portland or Bellevue or Eugene or Salem or Seattle or Spokane or Tacoma or Yakima
$70k/yr HybridFull Time
2+ YOEReside in Washington State or Oregon; 2+ years asset management sales or financial advisor experience; FINRA Series 7 & 63 required; bachelor’s preferred; strong sales, presentation, and relationship skills; ability to travel and maintain productive home office.
CRM, Social Media
3mo
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Associate Wealth Advisor
Seattle, Washington, United States
$97k-$122k/yr OnsiteFull Time
4+ YOEBachelor’s degree, 4-8 years’ experience; CFP, CFA, CPA, JD, or MBA required; advanced knowledge of financial planning; experience with Salesforce, portfolio software, DocuSign, MS Office, planning software.
Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software
1mo
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Associate Advisor Consultant, Washington State/Oregon
Portland or Bellevue or Eugene or Salem or Seattle or Spokane or Tacoma or Yakima
$70k/yr RemoteFull Time
2+ YOE2+ years asset management or financial advisor sales experience; Series 7 and Series 63 required; bachelor’s preferred; strong market knowledge, sales track record, travel-capable, and ability to work remotely.
1mo
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Associate Payment Advisor (Payments Associate)
Seattle, Washington, United States
$63k-$96k/yr HybridFull Time
1+ YOE1-3 years experience in business/finance/technology; strong quantitative and communication skills; proficiency with Microsoft Office, Salesforce, and Tableau; financial modeling and client-facing experience.
Microsoft Office Suite, Salesforce, Tableau
2mo
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Wealth Management Client Associate
Seattle, Washington, United States
$25-$44/hr OnsiteFull Time
Provide client service support to Financial Advisors; ensure timely/accurate client materials; maintain client relationships and adhere to bank policies.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
2mo
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Real Estate Agent / Associate (Investment Sales)
Seattle, Washington, United States
OnsiteContract
2+ YOEEntrepreneurial commercial real estate advisor responsible for client development, financial modeling, due diligence, market expertise, prospecting, and clear communication; Bachelor's degree or 2 years related experience preferred.
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