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

Gaynor Staffing & Consulting

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Financial Planning Associate Wealth Management

Tacoma, 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 ...

Apply Early

Gaynor Staffing & Consulting

Be Seen First

Financial Planning Associate Wealth Management

Tacoma, 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 ...

Apply Early

Ci

Associate Wealth Advisor

Seattle, WA

$96K - $122K/yr

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... Advanced capability of all wealth, investment, and financial planning processes * Begins to prepare ...

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

Associate Financial Advisor information

See Renton, WA salary details

$43.3K

$75.5K

$126.5K

How much do associate financial advisor jobs pay per year?

As of Jul 2, 2026, the average yearly pay for associate financial advisor in Renton, WA is $75,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $92,800.00 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 Renton, WA? The most popular types of Financial Advisor jobs in Renton, WA are:
What are popular job titles related to Associate Financial Advisor jobs in Renton, WA? For Associate Financial Advisor jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Renton, WA look for? The top searched job categories for Associate Financial Advisor jobs in Renton, WA are:
What cities near Renton, WA are hiring for Associate Financial Advisor jobs? Cities near Renton, WA with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Associate Payment Advisor (Payments Associate)

Associate Payment Advisor (Payments Associate)

KeyBank

Seattle, WA • On-site

$63K - $96K/yr

Full-time

Posted 10 days ago

KeyBank rating

8.3

Company rating: 8.3 out of 10

Based on 94 frontline employees who took The Breakroom Quiz

35th of 144 rated banks

Job description

Location:
1301 5th Avenue, Seattle Washington
Job Summary
Payments Associates act as the primary day-to-day leaders for analytical and business development support, including pipeline management, financial modeling, payment process analysis, deal audits and bookings, industry research and the preparation of various presentations and documents, relationship reviews, new business pitch material, RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors, Market Leads and Line of Business Partners, who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation, negotiation, and delivery of payment solutions.
Responsibilities
  • Work with Payments Advisors, Market Leads and Line of Business Partners to organize and manage Pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations
  • Generate ideas and analytical materials in support of new client meetings - interact with support partners to garner research and subject matter expertise
  • Interact with Fintech partners to solve complex technology solution challenges and facilitate seamless integration to the bank as well as the partner solutions
  • Build client industry expertise and apply it towards new partner and solution development - collaborate with the Product & Innovation team to launch appropriate product and solution expansions
  • Develop primary relationships with select clients and work with Payments Advisors, Market Leads and Line of Business Partners on appropriate strategy and solution roadmap to drive revenue.
  • Work with the data and analytics team to build and enhance reporting and analytical mechanisms using Tableau, Salesforce and various industry tools
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education Qualifications
  • Bachelor's Degree in Business (Accounting, Finance, Economics) or Technical Sciences (Computer Science, Engineer, Physics) (preferred)

Experience Qualifications
  • 1-3 years of experience in business, finance, technology, or relevant fields (required)

Tactical Skills
  • Strong Knowledge of Microsoft Office Suite, Salesforce and Tableau
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Ability to quickly absorb and leverage developing technology and commercial cash management products and services with an understanding of Fintech, emerging payments methods and financial operations
  • Strong critical thinking and problem-solving ability
  • Excellent organization, communication, and research skills
  • Strong team player; motivated self-starter; manages to deadlines
  • Desire to be part of close-knit group operating in an intensive commercial environment
  • Financial modeling and strong analytical acumen
  • Analyzing and synthesizing large data sets and industry trends
  • Strong communication skills (verbal and written)
  • Team player with a competitive drive to win and high degree of curiosity

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $63,000.00 - $96,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/24/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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