Role Description The Associate Financial Advisor role is a full-time hybrid position based in ... Solid understanding of Finance and Investments to analyze portfolios and recommend appropriate ...
Role Description The Associate Financial Advisor role is a full-time hybrid position based in ... Solid understanding of Finance and Investments to analyze portfolios and recommend appropriate ...
Assoc, Program Finance (Redmond, WA)
Redmond, WA · On-site
$58K - $108K/yr
Job Title: Assoc, Program Finance - Space Propulsion Job Location: Redmond, WA Job Schedule: 9/80 ... analyze financial data, and lead efforts to achieve financial success against operating plans. You ...
Assoc, Program Finance (Redmond, WA)
Redmond, WA · On-site
$58K - $108K/yr
Job Title: Assoc, Program Finance - Space Propulsion Job Location: Redmond, WA Job Schedule: 9/80 ... analyze financial data, and lead efforts to achieve financial success against operating plans. You ...
Supervision Associate Analyst
Seattle, WA · On-site
$89K - $109K/yr
Right now, we have an excellent opportunity for a Supervision Associate Analyst to join our team. H ... Bachelor's degree in business, economics, finance, accounting, or a related field is required.
Supervision Associate Analyst
Seattle, WA · On-site
$89K - $109K/yr
Right now, we have an excellent opportunity for a Supervision Associate Analyst to join our team. H ... Bachelor's degree in business, economics, finance, accounting, or a related field is required.
Supervision Associate Analyst
Seattle, WA · On-site
$89K - $109K/yr
Right now, we have an excellent opportunity for a Supervision Associate Analyst to join our team. H ... Bachelor's degree in business, economics, finance, accounting, or a related field is required.
Supervision Associate Analyst
Seattle, WA · On-site
$89K - $109K/yr
Right now, we have an excellent opportunity for a Supervision Associate Analyst to join our team. H ... Bachelor's degree in business, economics, finance, accounting, or a related field is required.
Associate CLO Research Analyst - Hybrid
Bellevue, WA · On-site
$117K - $156K/yr
Symetra has an exciting opportunity to join our team as an Associate CLO Research Analyst ! About ... Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion ...
Associate CLO Research Analyst - Hybrid
Bellevue, WA · On-site
$117K - $156K/yr
Symetra has an exciting opportunity to join our team as an Associate CLO Research Analyst ! About ... Symetra Financial Corporation ("SFC"), a diversified financial services company with $68.4 billion ...
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, WA · On-site
$100 - $140/hr
Analytical thinker* Customer Service Focused* Clear and professional communication* Strong attention to detail and follow through**Requirements*** Securities (Series 7 and 66 or Series 7, 63 and 65 ...
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, WA · On-site
$100 - $140/hr
Analytical thinker* Customer Service Focused* Clear and professional communication* Strong attention to detail and follow through**Requirements*** Securities (Series 7 and 66 or Series 7, 63 and 65 ...
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
Sr. Associate Financial Planner (High-Net-Worth Clients | CFP ® | Series 7 & 66) Location ... Analyze client financial situations and develop planning recommendations * Prepare meeting agendas ...
Quick apply
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
Sr. Associate Financial Planner (High-Net-Worth Clients | CFP ® | Series 7 & 66) Location ... Analyze client financial situations and develop planning recommendations * Prepare meeting agendas ...
Associate Financial Advisor
Bellevue, WA · On-site
$77 - $127/hr
The Associate Financial Advisor also deepens client relationships through referrals generated ... Gather and analyze client financial data (income, assets, liabilities, insurance and retirement ...
Associate Financial Advisor
Bellevue, WA · On-site
$77 - $127/hr
The Associate Financial Advisor also deepens client relationships through referrals generated ... Gather and analyze client financial data (income, assets, liabilities, insurance and retirement ...
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
What You Will Be Doing • Assist in preparing for and participating in client meetings • Analyze ... in Finance, Business, Economics, Accounting, or a related field • Active FINRA Series 7 and ...
Sr. Associate Financial Planner - FINRA Series 7 and Series 66
Bellevue, WA · On-site
$75K - $83K/yr
What You Will Be Doing • Assist in preparing for and participating in client meetings • Analyze ... in Finance, Business, Economics, Accounting, or a related field • Active FINRA Series 7 and ...
Private Wealth Management Analyst
Seattle, WA · On-site
$68 - $120/hr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Posted today
Private Wealth Management Analyst
Seattle, WA · On-site
$68 - $120/hr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Providing backup coverage for traditional registered or unregistered Client Service Associate ...
Posted today
Private Wealth Management Analyst
Seattle, WA · On-site
$68K - $120K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Private Wealth Management Analyst
Seattle, WA · On-site
$68K - $120K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Private Wealth Management Analyst
Seattle, WA · On-site
$68K - $120K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
Private Wealth Management Analyst
Seattle, WA · On-site
$68K - $120K/yr
As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth ... Service Associate responsibilities at the request of the client and/or FA/PWA/team, such as ...
A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its ... The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical ...
Quick apply
A Global law firm is looking for associates to join their Leveraged Finance Practice in any of its ... The ideal candidates must have 3-5 years of corporate or finance experience, excellent analytical ...
Associate
Seattle, WA · On-site
Associate Location: 601 Union Street, Seattle, WA 98101 Job Duties: Supports a large-scale ... Master's Degree or foreign equivalent in Business Analytics, Finance, Economics, Computer Science ...
Associate
Seattle, WA · On-site
Associate Location: 601 Union Street, Seattle, WA 98101 Job Duties: Supports a large-scale ... Master's Degree or foreign equivalent in Business Analytics, Finance, Economics, Computer Science ...
Senior Associate Financial Planner - CFP & Series 7
Bellevue, WA · On-site
$75K - $83K/yr
Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA High net worth clients ... Strong financial and analytical skills * Self starter with strong attention to detail and ability ...
Quick apply
Senior Associate Financial Planner - CFP & Series 7
Bellevue, WA · On-site
$75K - $83K/yr
Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA High net worth clients ... Strong financial and analytical skills * Self starter with strong attention to detail and ability ...
Senior Associate Financial Planner - CFP & Series 7
Bellevue, WA · On-site
$75K - $83K/yr
Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA High net worth clients ... Strong financial and analytical skills * Self starter with strong attention to detail and ability ...
Senior Associate Financial Planner - CFP & Series 7
Bellevue, WA · On-site
$75K - $83K/yr
Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA High net worth clients ... Strong financial and analytical skills * Self starter with strong attention to detail and ability ...
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, WA · On-site +1
$100K - $140K/yr
Analytical thinker * Customer Service Focused * Clear and professional communication * Strong attention to detail and follow through Requirements * Securities (Series 7 and 66 or Series 7, 63 and 65 ...
Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Seattle, WA · On-site +1
$100K - $140K/yr
Analytical thinker * Customer Service Focused * Clear and professional communication * Strong attention to detail and follow through Requirements * Securities (Series 7 and 66 or Series 7, 63 and 65 ...
Our finance team provides analytical support varying between macro level strategic issues with our ... floor associates and managers to promote and encourage continued customer focus - Leading ...
Our finance team provides analytical support varying between macro level strategic issues with our ... floor associates and managers to promote and encourage continued customer focus - Leading ...
Our finance team provides analytical support varying between macro level strategic issues with our ... floor associates and managers to promote and encourage continued customer focus - Leading ...
Our finance team provides analytical support varying between macro level strategic issues with our ... floor associates and managers to promote and encourage continued customer focus - Leading ...
FP&A Associate Manager, Product Finance
Bellevue, WA · On-site
$93.80 - $172/hr
... A Associate Manager to lead revenue and take rate finance for a core area of our business. This is a high-impact, high-visibility role that combines deep analytical ownership with strategic influence.
FP&A Associate Manager, Product Finance
Bellevue, WA · On-site
$93.80 - $172/hr
... A Associate Manager to lead revenue and take rate finance for a core area of our business. This is a high-impact, high-visibility role that combines deep analytical ownership with strategic influence.
Associate Finance Analyst information
See Bothell, WA salary details
$32.4K - $42.2K
5% of jobs
$42.2K - $52K
7% of jobs
$52K - $61.8K
12% of jobs
$62.5K is the 25th percentile. Wages below this are outliers.
$61.8K - $71.6K
13% of jobs
The median wage is $77.8K / yr.
$71.6K - $81.5K
21% of jobs
$89K is the 75th percentile. Wages above this are outliers.
$81.5K - $91.3K
22% of jobs
$91.3K - $101.1K
7% of jobs
$101.1K - $110.9K
3% of jobs
$110.9K - $120.7K
3% of jobs
$120.7K - $130.5K
3% of jobs
$130.5K - $140.3K
3% of jobs
$32.4K
$82.3K
$140.3K
How much do associate finance analyst jobs pay per year?
What does an associate finance analyst do?
What types of projects and responsibilities can an associate finance analyst expect during their first year on the job?
What are the key skills and qualifications needed to thrive as an associate finance analyst, and why are they important?
What is the difference between Associate Finance Analyst vs Financial Analyst?
| Aspect | Associate Finance Analyst | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; some roles may require internships | Bachelor's degree; often preferred to have certifications like CFA or CPA |
| Work Environment | Entry-level, team-based, supporting senior analysts | More independent, involved in detailed financial analysis and reporting |
| Employer & Industry Usage | Common in finance departments, investment firms, corporate finance | Widely used across finance, investment banking, corporate finance, and consulting |
The main difference between an Associate Finance Analyst and a Financial Analyst lies in experience level and responsibilities. Associate Finance Analysts are typically entry-level, supporting senior staff, while Financial Analysts handle more complex analysis independently. Both roles require similar educational backgrounds, but Financial Analysts often pursue additional certifications and have more advanced responsibilities.
What are the most commonly searched types of Finance Analyst jobs in Bothell, WA?
The most popular types of Finance Analyst jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Associate Finance Analyst jobs?
Cities near Bothell, WA with the most Associate Finance Analyst job openings:
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Ameriprise rating
7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 154 rated financial services
Job description
Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. With a nationwide network of approximately 10,000 financial advisors and corporate locations across the U.S. and globally, Ameriprise serves a broad range of individual and institutional investors. The firm emphasizes informed decision-making, encouraging clients to consult financial advisors for personalized guidance. Investment products offered through Ameriprise involve market risk, are not federally insured, and may fluctuate in value. Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC, providing regulated securities and advisory services.
Role Description The Associate Financial Advisor role is a full-time hybrid position based in Mercer Island, WA, or Eugene, OR, with a mix of in-office and work-from-home days. This role supports financial advisors in meeting with clients, delivering comprehensive financial planning, retirement planning, and investment guidance to clients. Daily responsibilities include meeting with clients, gathering and analyzing client financial information, preparing proposals and planning documents, and assisting in the development of tailored strategies to meet client goals. The Associate Financial Advisor will participate in client meetings, follow up on action items, and help maintain ongoing client relationships through regular communication. Additional duties include maintaining accurate records, supporting compliance requirements, and collaborating with team members to enhance client service and business growth.
Qualifications
- A Bible believing follower of Jesus practicing Christian Values is very important.
- Strong communicational skill to conduct meetings for existing and new clients.
- Strong skills in Financial Planning and Retirement Planning to help design and implement client-focused strategies.
- Solid understanding of Finance and Investments to analyze portfolios and recommend appropriate solutions.
- Experience or aptitude in Financial Advisory to support advisors in client interactions and recommendations.
- Excellent communication and interpersonal skills for building trust-based client relationships.
- Analytical and organizational abilities to manage multiple client cases and maintain accurate documentation.
- Bachelor’s degree in finance, business, economics, or a related field preferred.
- Progress toward or completion with Series 7 & 66.
- Comfort with technology, including CRM systems, financial planning software, and standard office applications.
What Ameriprise employees say
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Benefits
Hours and flexibility
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About Ameriprise
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Industry
Funds, trusts and financial programs
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
1894