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Associate Advisor Jobs in Everett, WA (NOW HIRING)

NFP Corp

Sr. Associate, Advisor

Seattle, WA · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. Summary:

Brighton Jones

Advisor - Seattle

Seattle, WA · 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 - Seattle

Seattle, WA · 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 - Seattle

Seattle, WA · 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 ...

Baird

Associate Financial Advisor

Seattle, WA · On-site

$71K - $97K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

Bessemer Trust Inc.

Associate Client Advisor

Seattle, WA · On-site

$80K - $100K/yr

The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be ...

Mechanics Bank

Lending Advisor Associate

Seattle, WA · On-site

$24.80 - $42.15/hr

The Lending Advisor Associate participates on a team to support the Sr. Lending Advisor(s) as assigned, to provide sales, administrative process, and relationship management support. Position will ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Everett, WA

Associate Advisor information

See Everett, WA salary details

$13

$28

$49

How much do associate advisor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate advisor in Everett, WA is $28.08, according to ZipRecruiter salary data. Most workers in this role earn between $20.05 and $32.26 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 Everett, WA? The most popular types of Advisor jobs in Everett, WA are:
What are popular job titles related to Associate Advisor jobs in Everett, WA? For Associate Advisor jobs in Everett, WA, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Everett, WA look for? The top searched job categories for Associate Advisor jobs in Everett, WA are:
What cities near Everett, WA are hiring for Associate Advisor jobs? Cities near Everett, WA with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Everett, WA as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $59,588 per year, or $28.6 per hour.

Associate Wealth Advisor

International Search Consultants

Seattle, WA

Full-time

Re-posted 5 days ago

Job description

Associate Advisor

Greater Seattle Area

ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.

Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management.

This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.

Responsibilities

  • Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
  • Assist with financial planning, investment analysis, and portfolio reviews.
  • Analyze client holdings, investments, and forecasting scenarios.
  • Conduct investment research on markets, asset classes, and securities.
  • Evaluate portfolio allocations and investment strategies.
  • Execute investment programs and place trades under senior advisor direction.
  • Prepare customized reports, client presentations, and investment analyses.
  • Support estate planning and wealth transfer discussions through presentation development and analysis.
  • Maintain current knowledge of investment markets, industry trends, and financial planning strategies.

Qualifications

  • 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments.
  • Bachelor's degree required.
  • Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent written and verbal communication abilities.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
  • Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.
  • Highly organized with exceptional attention to detail and a client-first mindset.