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Associate Advisor Jobs in Washington (NOW HIRING)

Raymondjames

Associate Advisor

Arlington, VA

$90K - $120K/yr

Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...

CivicMinds, Inc.

Financial Advisor

Washington, DC · On-site

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Brighton Jones

Advisor - Washington DC

Washington, DC

... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as trades, wire requests, and journals; initiates these requests and is responsible for reviewing and ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid -- 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · On-site

$60K - $100K/yr

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid - 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Simplex

Associate Wealth Advisor

Bethesda, MD · Hybrid

Associate Wealth Advisor Location: Bethesda, MD preferred; Fairfax, VA considered Work arrangement: Hybrid - 3 days in office, 2 days remote The Opportunity Our client is a rapidly growing ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Choreo

Client Service Associate

Potomac, MD · On-site

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Choreo

Client Service Associate

Potomac, MD

$15 - $20.75/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Washington

Associate Advisor information

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How much do associate advisor jobs pay per hour?

As of Aug 29, 2026, the average hourly pay for associate advisor in Washington is $29.37, according to ZipRecruiter salary data. Most workers in this role earn between $20.96 and $33.75 per hour, depending on experience, location, and employer.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

What are the key skills and qualifications needed to thrive as an associate advisor?

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are the most commonly searched types of Advisor jobs in Washington?

The most popular types of Advisor jobs in Washington are:

What are popular job titles related to Associate Advisor jobs in Washington?

For Associate Advisor jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Washington look for?

The top searched job categories for Associate Advisor jobs in Washington are:

What cities in Washington are hiring for Associate Advisor jobs?

Cities in Washington with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 23% Part Time, 3% Temporary, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $61,094 per year, or $29.4 per hour.

Associate Advisor

Arlington, VA

Raymondjames
10K+ employees
Learn more about Raymondjamesexternal

$90K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Job Description

Essential Duties and Responsibilities

  • Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service.
  • Be the main point of contact for assigned client needs and ensure all client concerns are addressed.
  • Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals.
  • Manage client referrals, ensuring smooth onboarding and integration into the firm.
  • Conduct quarterly and annual client reviews to align financial goals
  • Provide updates on market trends, portfolio performance, and relevant changes that impact their financial plans.
  • Ensure clients feel heard and valued, handling specific requests, life events, or personal circumstances in a personalized way.
  • Send personalized communication (cards, videos, etc.) to strengthen client engagement on significant life events.
  • Assist the financial advisor by note taking, handling documentation, and email management.
  • Ensure that all compliance standards are met for client documentation and communication.
  • Actively contribute to the firm's ability to focus on high-level strategy by handling administrative work related to client meetings.

Knowledge of

  • Company's working structure, policies, mission, and strategies
  • Managed account platforms
  • General office practices, procedures, and methods
  • Investment concepts, practices, and procedures used in the securities industry
  • Financial markets, products, and industry regulations
  • Trading terminology
  • Financial planning software
  • AI tools and agents

Skill in

  • Client Relationship Management (CRM) software
  • Microsoft Office Suite
  • Effective communication (in-person, virtual, phone, and mail)

Ability to

  • Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Handle stressful situations and provide a high level of client attention in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a cohesive team
  • Demonstrate competence, dependability, and responsibility

Licenses/Certifications

  • SIE
  • Series 7
  • Series 63, 65 and/or 66 as required by state
  • L&H strongly preferred

Education/Experience Requirements

  • 2+ years of industry experience

Workstyle: Hybrid (1 week in office per month)

Travel: None required

Benefits: Medical (100% paid for base plan), Retirement + Match, Life Insurance, PTO.

Compensation: $90,000 - $120,000, based on experience and geographic location, + discretionary bonus

Case Study, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Work Experience

Certifications

Salary Range

$35,568.00-$120,000.00

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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