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Associate Client Advisor Jobs in Everett, WA (NOW HIRING)

Wells Fargo

Registered Client Associate

Lynnwood, WA · On-site

Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of ... Facilitate Financial Advisor and client requests for account related information and/or quotes ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you ... Prepare and review client communications as well as forms and documents needed for customer ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you ... Prepare and review client communications as well as forms and documents needed forcustomer accounts

Mechanics Bank

Lending Advisor Associate

Lynnwood, WA · On-site

$24.80 - $42.15/hr

Position will focus on client contact, gathering information and/or documentations and interacting ... Lending Advisor Associate will act as a central point of contact for internal business partners and ...

Mechanics Bank

Lending Advisor Associate

Seattle, WA · On-site

$24.80 - $42.15/hr

Position will focus on client contact, gathering information and/or documentations and interacting ... Lending Advisor Associate will act as a central point of contact for internal business partners and ...

RIA Recruiting

Client Service Associate

Seattle, WA · On-site

$80K - $100K/yr

Client Service Associate Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a Client Service Associate to assist in providing excellent ...

RIA Recruiting

Client Service Associate

Seattle, WA · Hybrid

$80K - $100K/yr

Northern Lights Advisors is a growing financial planning firm with offices located in Seattle, WA. We are seeking a HYBRID Client Service Associate to join our team. We are seeking a Client Service ...

Corps Team

Client Service Associate

Seattle, WA · On-site

$28 - $30/hr

Client Service Associate Our client, a leading independent investment management firm, is seeking ... advisors * Support client communication via team email to provide white-glove service for all ...

UBS

Client Associate

Bellevue, WA · On-site

Do you know how to take care of people? We're looking for a client associate to: • keep ... advisors in the Pacific Northwest market. We help high net worth and ultra-high net worth ...

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Showing results 21-40

All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Everett, WA

Associate Client Advisor information

See Everett, WA salary details

$13

$28

$49

How much do associate client advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate client 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 an associate client advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What are the key skills and qualifications needed to thrive as an associate client advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

How does an associate client advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.
Associate Client Advisor jobs near you

Associate Wealth Advisor - Salal Credit Union

LPL Financial Holdings, Inc.

Seattle, WA • On-site

Full-time

Re-posted 19 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

124th of 150 rated financial services

Job description

The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.
The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.
Responsibilities:
  • Support and manage a portion of client relationships in advisor team book of business
  • Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
  • Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
  • Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
  • Provide support for overall client relationship building, business development activities, and effective service model execution
  • Perform business analytics as needed to support financial advisors in the growth of the business
  • Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
  • Attend sales meetings and assist with client prospecting and marketing
  • Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications:
  • Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
  • Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
  • Ability to analyze and research information with a logical approach to problem solving
  • Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
  • 3 years of experience in client service, within the finance sector preferred
  • Bachelor's degree or equivalent in Finance or Business Administration preferred

Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed
Pay Range:81,168.40 - 81,168.40
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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