ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Bothell, WA (NOW HIRING)

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 ...

next page

Showing results 1-20

People also search for

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Bothell, WA

Associate Financial Advisor information

See Bothell, WA salary details

$43K

$75.1K

$125.8K

How much do associate financial advisor jobs pay per year?

As of Jun 7, 2026, the average yearly pay for associate financial advisor in Bothell, WA is $75,074.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,700.00 and $92,200.00 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 Bothell, WA? The most popular types of Financial Advisor jobs in Bothell, WA are:
What are popular job titles related to Associate Financial Advisor jobs in Bothell, WA? For Associate Financial Advisor jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Bothell, WA look for? The top searched job categories for Associate Financial Advisor jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Associate Financial Advisor jobs? Cities near Bothell, WA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Bothell, WA as of May 2026, with employment types broken down into 1% Internship, 1% As Needed, 29% Full Time, 64% Part Time, 1% Temporary, and 4% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $75,074 per year, or $36.1 per hour.
Associate Financial Advisor

Associate Financial Advisor

Ameriprise Financial

Edmonds, WA • On-site

$90K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago

Ameriprise rating

8.1

Company rating: 8.1 out of 10

Based on 116 frontline employees who took The Breakroom Quiz

58th of 138 rated financial services

Job description

Associate Financial Advisor
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial
Edmonds, Washington
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. In this role, you will focus on service rather than sales, acting as a trusted advisor to our clients while helping them achieve their financial goals.
Responsibilities:
  • Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
  • Meet with clients and prospects to discuss their financial goals, address their needs, and build lasting relationships while delivering exceptional service as a primary point of contact.
  • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
  • Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
  • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
  • Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.

Qualifications:
  • Bachelor's degree required.
  • Two to three plus years of experience as a financial advisor.
  • Hold the Series 7, Series 66, and Life & Health licenses (or if one of these is needed, ability to obtain within two months).
  • CFP & APMA designation is a bonus.
  • Experience with MoneyGuide financial planning analysis software is a plus.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational and time-management abilities.

Compensation and Benefits:
    • Base compensation between $90,000-$125,000, commensurate with experience.
      • Exempt
    • Bonus opportunities based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply:
If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.
Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!
Equal Opportunity Employer
Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

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

Social media

FacebookTwitter

View All Ameriprise Jobs

Apply