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Associate Financial Advisor Jobs in Alaska (NOW HIRING)

Global Credit Union

Portfolio Assistant I, II

Anchorage, AK · On-site

$49K - $73K/yr

Monitor, collect and track financial information on new and existing borrowing relationships. Also ... High school graduate or equivalent with Associate's degree in Business Administration or related ...

Fred Meyer Jewelers

JEWELRY/ASST MANAGER

Fairbanks, AK · On-site

Maximize financial performance of the store. Assist the store manager to achieve growth and sales ... Model Customer 1st behavior; deliver and encourage other associates to deliver excellent customer ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Alaska

Associate Financial Advisor information

See Alaska salary details

$41.5K

$72.3K

$121.2K

How much do associate financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial advisor in Alaska is $72,324.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,100.00 and $88,800.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

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

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Alaska? The most popular types of Financial Advisor jobs in Alaska are:
What are popular job titles related to Associate Financial Advisor jobs in Alaska? For Associate Financial Advisor jobs in Alaska, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Alaska look for? The top searched job categories for Associate Financial Advisor jobs in Alaska are:
What cities in Alaska are hiring for Associate Financial Advisor jobs? Cities in Alaska with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in AK? For Associate Financial Advisor jobs in AK, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Alaska as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $72,324 per year, or $34.8 per hour.

Commercial Account Executive Team Lead

IMA Financial Group

Anchorage, AK • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 12 days ago

IMA Financial Group rating

8.6

Company rating: 8.6 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

Account Executives are integral members of our service teams, serving as strategic advisors to our key clients. Our Anchorage Office is currently seeking a passionate insurance professional to join our P&C team.
What You'll Do
  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Maintains overall responsibility of the entire renewal (policy review, setting the game plan, loss analysis, program design, coverage & premium discrepancy issues, etc.) for all existing accounts
  • Leads other AEs, managing up to 5 Direct Reports.
  • Supports in winning new business and set up of new accounts
  • Maintains intimate knowledge of clients' business operations, strategies, and needs throughout the year
  • Kicks-off the client renewal process by creating the Game Plan and completing a coverage analysis (if applicable) and conducting thorough reviews of the policies and all relevant documents
  • Prepares for and facilitates meetings with key IMA stakeholders and clients
  • Crafts the marketing strategies, reviews submissions, and engages in negotiations with underwriters to determine the relevant content to include in proposals
  • Pursues mastery of the craft through on-going education and awareness of industry trends, products, and services
  • Develops & maintains carrier relationships
  • Manages a book of business with $1.5 Million - $2.0+ Million in revenue
  • Plays a lead role on large/complex client accounts, managing a significant number of "house" business that is not directly tied to a producer
  • Spends 5-10% of time supporting producers in winning new business

You Should Have
  • 5 or more years of insurance or related industry experience based on the assigned book of business
  • Ability to think strategically based on client's priorities and marketplace cycle
  • Strong communication skills both written and verbal
  • Experience leading and developing people
  • Ability to delegate and hold team & partners accountable
  • Experience working within Applied Epic preferred
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
  • Travel required (up to 40% based on client book of business)
  • Maintains increased technical knowledge both insurance industry and book of client's industry
  • Holds at least one general insurance designation
  • Pursuing a formal specialty designation (ARM, CPCU, Industry specific designation) preferred
  • Active growth in client & team management capabilities with mentorship of other Account Executives and Account Managers
  • Autonomously responsible for all final aspects of assigned book of business
  • Organized, goal oriented, results achiever with strong negotiation capabilities and ability to strategically align client expectations with marketplace cycle

#LI-JS1
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
*These benefits do not apply to internship roles.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
  • 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
  • 2023 Inc. Magazine's Best Workplaces
  • 2023 Denver Business Journal's Best Places to Work
  • 2022-2023 Connecticut Top Work Places
  • 2021-2023 Inc. 5000's List of Fastest Growing Companies
  • 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
  • 2022-2023 Kansas City Business Journal's Best Places to Work
  • 2021-2023 Charlotte Business Journal's Best Places to Work
  • 2021-2023 Los Angeles Business Journal's Best Places to Work
  • 2021-2023 The Salt Lake City Tribune Top Work Places
  • 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
  • 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
  • 2021 Dallas Business Journal's Best Places to Work
  • 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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