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Associate Advisor Jobs in Washington, DC (NOW HIRING)

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 · 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 · 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 ...

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Showing results 21-40

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Washington, DC

Associate Advisor information

See Washington, DC salary details

$13

$29

$51

How much do associate advisor jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate advisor in Washington, DC is $29.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $33.65 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, DC?

The most popular types of Advisor jobs in Washington, DC are:

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

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

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

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

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Washington, DC 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 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $60,865 per year, or $29.3 per hour.

Associate Financial Advisor

LPL Financial

Rockville, MD • On-site

Full-time

Medical, Retirement, PTO

Re-posted 8 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

119th of 151 rated financial services

Job description

Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Associate Financial Advisor will support senior financial advisors in providing comprehensive financial planning and investment management services to clients, contributing to the growth and retention of the practice.
Responsibilities:
  • Assist senior financial advisors in developing and implementing and delivering financial plans and investment strategies to clients.
  • Meet with prospective clients in to understand their financial goals and assess needs in an effort to establish rapport.
  • Conduct regular performance reviews of client portfolios, discussing performance, rebalancing needs, and market conditions.
  • Maintain accurate and up-to-date client records within the CRM system.
  • Respond to client inquiries and provide exceptional service, escalating complex issues to senior advisors when necessary.
  • Stay informed on market trends, financial products, and industry regulations.
  • Collaborate with internal teams to ensure seamless client service delivery.
  • Assist in business development activities, including prospecting, marketing, and client seminar preparation.
  • Participate in client educational events, workshops and client appreciation events.
  • Take active lead of marketing efforts by partnering with LPL marketing team.

What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses.
  • 5+ years of experience in the financial services industry, preferably in a client-facing or support role.
  • Bachelor's degree.

Core Competencies:
  • Strong understanding of financial planning principles, investment products, and retirement solutions.
  • Excellent communication (written and verbal) and interpersonal skills.
  • Highly organized with strong attention to detail and ability to manage multiple priorities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.
  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:
  • Life, Accident & Health insurance licenses preferred.
  • CFP preferred but not required.

Pay Range:
82,200.00 - 137,000.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26

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