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Associate Advisor Jobs in Bothell, WA (NOW HIRING)

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships. * Advanced capability of all wealth, investment, and financial ...

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Wealth Advisor

Seattle, WA · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Mentor, coach and develop junior client associates and emerging advisors who support your clients. Qualifications & Skills * A Bachelor's Degree or higher. * CFP or industry designation strongly ...

Service Advisor

Silverdale, WA · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Beauty Advisor Sally Beauty

Lynnwood, WA · On-site

$18.25 - $22.75/hr

The Sales Associate/Beauty Advisor will focus on one primary objective - creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that ...

Service Advisor

Silverdale, WA · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Service Advisor

Marysville, WA · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Service Advisor

Marysville, WA · On-site

$50K - $75K/yr

As a Service Advisor you will primarily be responsible for initiating and processing requests for ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Mentor, coach and develop junior client associates and emerging advisors who support your clients. Qualifications & Skills * A Bachelor's Degree or higher. * CFP or industry designation strongly ...

Client Advisor

Seattle, WA · On-site

$125K - $150K/yr

Mentor, coach and develop junior client associates and emerging advisors who support your clients. Qualifications & Skills * A Bachelor's Degree or higher. * CFP or industry designation strongly ...

Showing results 41-60

Associate Advisor information

See Bothell, WA salary details

$13

$28

$50

How much do associate advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate advisor in Bothell, WA is $28.99, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $33.32 per hour, depending on experience, location, and employer.

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 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 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 the most commonly searched types of Advisor jobs in Bothell, WA? The most popular types of Advisor jobs in Bothell, WA are:
What are popular job titles related to Associate Advisor jobs in Bothell, WA? For Associate Advisor jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Bothell, WA look for? The top searched job categories for Associate Advisor jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Associate Advisor jobs? Cities near Bothell, WA with the most Associate Advisor job openings:
Infographic showing various Associate Advisor job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 66% Full Time, 31% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $60,300 per year, or $29 per hour.

Associate Wealth Advisor

Ci

Seattle, WA

$96K - $155K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 21 days ago


Job description

Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Responsibilities

  • Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.

  • Advanced capability of all wealth, investment, and financial planning processes

  • Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations

  • Assist in preparation for client meetings, documenting discussions, and drives client follow-up.

  • Mentoring others and providing oversight of work

  • Primary role is as secondary advisor

  • Begins to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions

  • Business process - understanding of client contracts, fee schedules and the onboarding process

  • Solid/active relationships with COI peers; provides critical support to client team revenue

Qualifications & Requirements

  • Bachelor's degree

  • 4-8 years' experience

  • CFP, CFA, CPA, JD, or MBA required

  • Advanced knowledge of financial planning concepts and processes

  • Experience with the following technology: Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, Planning Software

Competencies listing for Job Family

  • Developing others

  • Relationship/Practice Management

  • Detail-oriented with excellent analytical and organization skills

  • Communicate effectively, both orally and in writing

  • High emotional intelligence and situational awareness

  • A proactive approach to work, with the ability to take ownership of projects and see them through to completion

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Pay Information

This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $96,600.00 - $155,700.00 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.

Physical Requirements

  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.

  • This position may require the ability to lift up to 15 pounds.

  • This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

  • Must be 18 years of age or older.

  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.

  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

  • 401(k) Plan with Employer Matching

  • Four Medical Plan options that is generously subsidized by Corient

  • Employer paid Dental, Vision & Life and AD&D Insurance

  • Employer paid Short-term & Long-term Disability

  • Paid Maternity & Parental Leave

  • Flexible Spending Accounts& Health Savings Accounts

  • Dependent Care FSA

  • Commuter & Transit FSA

  • Corporate Discount Program - Perkspot

  • Training Reimbursement

  • Paid Professional Designations

  • Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We have over 40 offices located across the country that serve more than 15,000 clients and manage over $220 billion in client assets. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

Corient refers to the separate but affiliated entities under common control of Corient Holdings Inc. Client assets include all assets of Corient Holdings Inc., including majority- and minority-owned businesses.