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

Baird

Associate Financial Advisor

Seattle, WA · On-site

$71K - $97K/yr

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

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 ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site

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 ...

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

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 Aug 10, 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 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 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 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

Ameriprise Financial

Edmonds, WA • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 18 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 150 rated financial services

Job description

Associate Financial Advisor (AFA)
Soundview Financial Group
A Private Wealth Advisory Practice of Ameriprise Financial
Edmonds and/or Wenatchee, Washington
Are you a relationship-driven financial professional seeking a long-term advisory opportunity within a collaborative ensemble practice - without the requirement of bringing an existing book of business?
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.
This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
About the Practice
We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability - for both clients and team members.
We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.
Key Responsibilities
Client Relationship Transition & Continuity
  • Support succession planning for retiring advisors
  • Gradually assume responsibility for designated client households
  • Maintain high-touch service standards to ensure client retention and satisfaction

Financial Planning & Implementation
  • Deliver comprehensive financial planning and investment strategies
  • Conduct client meetings and provide ongoing portfolio guidance
  • Translate complex financial concepts into practical, client-friendly solutions

Practice Growth & Development
  • Identify opportunities to deepen existing client relationships
  • Contribute to revenue growth within the team structure
  • Support the long-term expansion and sustainability of the practice

Team Collaboration
  • Partner closely with senior advisors and operational staff
  • Maintain documentation, compliance standards, and CRM accuracy

Ideal Candidate Profile
Required Qualifications
  • Active securities and insurance licenses (Series 7 & 66, WA state insurance)
  • Experience in financial services or wealth management
  • Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs

Preferred
  • Experience working with rural client communities
  • Ameriprise experience

Professional Strengths
  • Strong interpersonal and relationship-building skills
  • Comfortable serving clients in person and building long-term trust
  • Organized, proactive, and growth-oriented
  • Collaborative mindset within an ensemble practice model

Career Mindset
  • Seeking a long-term advisory role within a team practice and interested in future equity paths
  • Motivated by continuity, client stewardship, and sustainable growth
  • Interested in future leadership and expanded responsibility

Work Environment
  • Potential placement in Edmonds and/or Wenatchee
  • In-office presence required in either location
  • Team-oriented ensemble practice with locations in multiple states
  • Long-term succession planning opportunities

Compensation & Benefits
Base Salary: $65,000 - $80,000 - exempt
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include:
  • Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
  • Safe harbor 401(k) plan with 6% match
  • Group life insurance
  • Paid Time Off - vacation policy, sick leave, holidays
  • Paid CE and professional designation education

Schedule: Monday-Friday, standard business hours
Work Environment: In-office presence required; flexibility may be discussed based on location
How to Apply
If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and cover letter outlining your experience and interest.
Equal Opportunity Employer
Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

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

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