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

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Associate Financial Advisor information

See Everett, WA salary details

$42.5K

$74.2K

$124.3K

How much do associate financial advisor jobs pay per year?

As of Sep 1, 2026, the average yearly pay for associate financial advisor in Everett, WA is $74,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,200.00 and $91,100.00 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 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 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 the most commonly searched types of Financial Advisor jobs in Everett, WA?

The most popular types of Financial Advisor jobs in Everett, WA are:

What are popular job titles related to Associate Financial Advisor jobs in Everett, WA?

For Associate Financial Advisor jobs in Everett, WA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Everett, WA look for?

The top searched job categories for Associate Financial Advisor jobs in Everett, WA are:

What cities near Everett, WA are hiring for Associate Financial Advisor jobs?

Cities near Everett, WA with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Everett, WA as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $74,187 per year, or $35.7 per hour.

Associate Financial Advisor

Mercer Island, WA • On-site

Ameriprise Financial Services, LLC
Funds, Trusts and Financial Programs • 5 - 10K employees

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 152 rated financial services

People enjoy working here

Good employer

Recommended by students

Learn more about Ameriprise Financial Services, LLCexternal

Other

Posted 4 days ago

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.
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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

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Benefits

Hours and flexibility

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