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Associate Advisor Jobs in Seattle, WA (NOW HIRING)

Raymondjames

Senior Associate Wealth Advisor

Bellevue, WA · Hybrid

$75K - $83K/yr

Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive ... We expect our associates at all levels to: Grow professionally and inspire others to do the same ...

Ci

Associate Wealth Advisor

Seattle, WA

$96K - $155K/yr

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 ...

TIAA

Wealth Advisor

Bellevue, WA

$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 ...

TIAA

Wealth Advisor

Seattle, WA

$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 ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Seattle, WA

Associate Advisor information

See Seattle, WA salary details

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$29

$51

How much do associate advisor jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for associate advisor in Seattle, WA is $29.51, according to ZipRecruiter salary data. Most workers in this role earn between $21.06 and $33.94 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 Seattle, WA?

The most popular types of Advisor jobs in Seattle, WA are:

What are popular job titles related to Associate Advisor jobs in Seattle, WA?

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

What job categories do people searching Associate Advisor jobs in Seattle, WA look for?

The top searched job categories for Associate Advisor jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Associate Advisor jobs?

Cities near Seattle, WA with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Seattle, WA as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $61,386 per year, or $29.5 per hour.

Senior Associate Financial Advisor

First Technology Federal Credit Union

Bellevue, WA • On-site

$80K - $100K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Job description

Description

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.

Here’s what you can expect from the job and what you need to be successful:

What You'll Do:

  • Strategic Integration
    • Collaborate with the Senior Advisor to implement business development, client service, and operational strategies.
    • Track progress on key initiatives and ensure alignment with long-term practice goals
    • Oversee daily office operations, including workflow coordination, resource allocation, and vendor relationships
  • Financial Planning & Advice:
    • Take an active role in portfolio research and asset allocation design
    • Conduct financial planning reviews and update financial plans as needed.
    • Provide investment advice and recommendations based on clients' risk tolerance and objectives
  • Client Relationship Management:
    • Assist the senior advisor in managing all client relationships
    • Manage assigned households and provide ongoing service and planning updates
    • Develop deep relationships with clients and their families to understand their financial goals and needs
  • Operational Support:
    • Collaborate with the assistant to ensure smooth operations and client satisfaction.
    • Maintain and document client activity in CRM system
    • Ensure compliance with regulatory requirements and internal policies.
  • Business Development:
    • Design and manage client “touchpoints” strategy to deliver timely information and resources to clients throughout the year.
    • Attend and facilitate Experience Center (“XC”) partner meetings to build XC engagement as needed, cultivating COIs
    • Build relationships with prospects and convert them to clients, providing ongoing service through the lifetime of the client relationship

Essential Skills:

  • Minimum 3 years’ client-facing experience in the investment or wealth management field, including experience in a consultative service role
  • Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc.
  • Demonstrated ability to use discretion and judgment when working with clients, professionally handling sensitive information with discretion
  • Ability to assess individual client needs and foster strong relationships
  • Exceptional interpersonal skills to engage with internal and external business partners
  • Possess an in-depth understanding of the financial industry, financial concepts and the mathematics behind them, high-level product knowledge, competitive intel and client-service strategies
  • Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)
  • Exposure to a CRM such as Salesforce is preferred
  • Minimum Education: High School Diploma; Bachelor’s degree is preferred or equivalent work experience
  • Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License

Location: Ridgepointe Experience Center | Bellevue, WA

Target Compensation in Washington: $80,000 to $100,000 (This range reflects reasonable earnings potential which includes a base salary and incentive pay based on experience level and current production)


Who We Are:
What makes First Tech different? Click here to learn more!
Every great journey begins with a bold idea—and ours is no different. First Tech and DCU were founded on the belief that financial solutions should put people first. That belief has fueled decades of innovation and service, rooted in the tech sector and expanding to support members from all walks of life.
Employees are eligible for:
• Traditional medical, dental, and vision coverage
• Generous 401(k) match
• Paid Time Off: You'll accrue up to 15 days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
• Paid federal holidays
• Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility subject to standard account requirements and underwriting criteria)
Employment Statements:
First Tech is an equal opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to recruiters@firsttechfed.com and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
First Tech is not currently offering Visa transfer/sponsorship for this position.

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