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Associate Advisor Jobs in Seattle, WA (NOW HIRING)

Bessemer Trust

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 ...

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

Lynnwood, 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 ...

Mechanics Bank

Lending Advisor Associate

Seattle, WA

$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 ...

Mechanics Bank

Lending Advisor Associate

Federal Way, WA

$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 ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to ...

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Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Seattle, WA

Associate Advisor information

See Seattle, WA salary details

$13

$29

$51

How much do associate advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for associate advisor in Seattle, WA is $29.63, according to ZipRecruiter salary data. Most workers in this role earn between $21.15 and $34.04 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 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, 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 $61,627 per year, or $29.6 per hour.

Associate Financial Advisor

Ameriprise Financial - Washington

Edmonds, WA • On-site

$65K - $80K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 days ago

Job description

Associate Financial Advisor (AFA)

Soundview Financial Group
A Private Wealth Advisory Practice of Ameriprise Financial
Edmonds and/or Wenatchee, Washington

Are you a relationship-driven financial professional seeking a long-term advisory opportunity within a collaborative ensemble practice — without the requirement of bringing an existing book of business?

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.

This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.

About the Practice

We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability — for both clients and team members.

We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.

Key Responsibilities

Client Relationship Transition & Continuity

  • Support succession planning for retiring advisors
  • Gradually assume responsibility for designated client households
  • Maintain high-touch service standards to ensure client retention and satisfaction

Financial Planning & Implementation

  • Deliver comprehensive financial planning and investment strategies
  • Conduct client meetings and provide ongoing portfolio guidance
  • Translate complex financial concepts into practical, client-friendly solutions

Practice Growth & Development

  • Identify opportunities to deepen existing client relationships
  • Contribute to revenue growth within the team structure
  • Support the long-term expansion and sustainability of the practice

Team Collaboration

  • Partner closely with senior advisors and operational staff
  • Maintain documentation, compliance standards, and CRM accuracy

Ideal Candidate Profile

Required Qualifications

  • Active securities and insurance licenses (Series 7 & 66, WA state insurance)
  • Experience in financial services or wealth management
  • Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs

Preferred

  • Experience working with rural client communities
  • Ameriprise experience

Professional Strengths

  • Strong interpersonal and relationship-building skills
  • Comfortable serving clients in person and building long-term trust
  • Organized, proactive, and growth-oriented
  • Collaborative mindset within an ensemble practice model

Career Mindset

  • Seeking a long-term advisory role within a team practice and interested in future equity paths
  • Motivated by continuity, client stewardship, and sustainable growth
  • Interested in future leadership and expanded responsibility

Work Environment

  • Potential placement in Edmonds and/or Wenatchee
  • In-office presence required in either location
  • Team-oriented ensemble practice with locations in multiple states
  • Long-term succession planning opportunities

Compensation & Benefits

Base Salary: $65,000 - $80,000 - exempt
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include:

  • Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
  • Safe harbor 401(k) plan with 6% match
  • Group life insurance
  • Paid Time Off – vacation policy, sick leave, holidays
  • Paid CE and professional designation education

Schedule: Monday–Friday, standard business hours
Work Environment: In-office presence required; flexibility may be discussed based on location

How to Apply

If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and cover letter outlining your experience and interest.

Equal Opportunity Employer
Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

Apply