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

Gaynor Staffing & Consulting

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Financial Planning Associate Wealth Management

Seattle, WA · On-site

$90K - $115K/yr

... oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in ... You will support our financial advisors in delivering exceptional financial planning services to ...

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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 Jul 25, 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 July 2026, with employment types broken down into 88% Full Time, 9% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $75,074 per year, or $36.1 per hour.
Financial Planning Associate Wealth Management

Financial Planning Associate Wealth Management

Gaynor Staffing & Consulting

Seattle, WA • On-site

$90K - $115K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 hours ago

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Job description

Location: Seattle

Job Type: Full-time

Reports to: Director, Financial Planning

Company Overview: Our client company is a dedicated team of financial professionals committed to providing comprehensive wealth management services to our clients while seeking sustainable growth. They value integrity, excellence, and nimbleness and are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in office). We are only looking at local candidates - NO RELOCATION ASSISTANCE OFFERED AND NO VISA CANDIDATES REGARDLESS OF STATUS PLEASE.

Job Description: You will support our financial advisors in delivering exceptional financial planning services to our clients. You will assist in preparing and maintaining financial plans, conducting research, and helping our effort toward internal continuing education. This role is ideal for someone who is looking to develop their career in financial planning while working alongside experienced professionals in the wealth management field.

Key Responsibilities:

  • Assist in the preparation of financial plans, including gathering and analyzing client data.
  • Prepare financial plan presentations and reports for clients – attention to detail and accuracy are paramount.
  • Maintain and convey knowledge of industry trends, regulations, and financial products.
  • Work closely with financial advisors to implement and review client financial strategies.
  • Ensure compliance with all legal and regulatory requirements.
  • Supporting advisors in client meetings
  • Contribute to the growth of departmental practices and strategies.
  • Work closely with team members and other departments to improve systems and create processes that boost workflow and drive new business opportunities.

Qualifications & Skills:

  • Bachelor's degree in Finance, Accounting, Economics, or a related field.
  • Completion of or progress toward professional certifications such as CFP (Certified Financial Planner) is preferred.
  • 3-5 years of prior experience in a financial planning or paraplanning role is highly desirable.
  • Strong analytical skills with the ability to interpret financial data.
  • Excellent communication and interpersonal skills (this is a client-facing role).
  • Proficient in financial planning software (e.g., eMoney, MoneyGuidePro, etc.) is preferred.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Detail-oriented with strong organizational skills.
  • They do not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role. NO Visas of any kind please.

Why Join?

  • Competitive compensation structure
  • 401(k) Plan with Employer matching
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support
  • They’re passionate about their people and invest a ton of time, energy and resources in their people.

Company Description

Gaynor Staffing & Consulting is the right choice whether you are seeking a new employee for your company or you are a candidate looking for the right position. Christie brings over 20 years of experience working across multiple industries. She is compassionate, listens and values open communication to ensure a client’s and candidate’s needs are met. She is proud of the loyal relationships she has developed over the years as a trusted partner for her client’s staffing needs and she believes in finding long-term work homes for the candidates she works with.