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Associate Financial Advisor Jobs in Ridgefield, WA

H&R Block

Block Advisors Tax Advisor

Vancouver, WA · On-site

$17.13 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block

Block Advisors Tax Advisor

Portland, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

H&R Block

Block Advisors Tax Advisor

Banks, OR · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

New

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Cetera Investors

Sales Support Associate

Beaverton, OR · On-site

$17.75 - $23/hr

Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit ...

Allworth Financial

Service Associate

Vancouver, WA · On-site

$60K - $68K/yr

Service Associates work with our Service team and provide support to our Financial Advisors. This role goes beyond day-to-day client support and requires a strategic approach to managing client needs ...

KeyBank

Financial Wellness Associate

Longview, WA · On-site

... advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ... Accepts and accurately processes all financial service transactions, while identifying ...

Keybank

Financial Wellness Associate

Longview, WA

$19.23 - $28.37/hr

... advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ... Accepts and accurately processes all financial service transactions, while identifying ...

TIAA

Wealth Advisor

Portland, OR · On-site

$80K - $95K/yr

Reviews client information, including financial statements, risk investment profile and cash ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TRC Talent Solutions

Service Associate

Vancouver, WA

$60K - $68K/yr

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial ...

UBS

Senior Wealth Strategy Associate

Portland, OR · On-site

Does financial data excite you? We're looking for a Senior Wealthy Strategy Associate to: • assist financial advisors in client conversations, providing analytic information and aiming to ...

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Showing results 21-40

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

Associate Financial Advisor information

See Ridgefield, WA salary details

$40.9K

$71.3K

$119.4K

How much do associate financial advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for associate financial advisor in Ridgefield, WA is $71,260.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $87,500.00 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 cities near Ridgefield, WA are hiring for Associate Financial Advisor jobs?

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Ridgefield, WA as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $71,260 per year, or $34.3 per hour.

Financial Planning Associate - Seattle, Vancouver, Redwood City (Hybrid)

EP Wealth Advisors

Vancouver, WA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary
The Financial Planning Associate works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm's service offerings. 
Duties and Responsibilities

Client Relationship & Plan Development
Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager for clients with assets of $2 million and more complex financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress.
Team Support & Process Improvement
Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.

Strategic Involvement & Support
Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm's offerings remain competitive and up-to-date.

Training & Professional Development
Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.

Additional Responsibilities
Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management

Qualifications
Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the CFP designation, Series 65 exam completion within 90 days of joining the firm.
Experience: 0-2 years of experience in financial services or a related field.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, 
Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares. 
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree
What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 floating holidays

  • 3 Weeks PTO

  • Paid Volunteer Time

  • Paid Parental Leave 

  • Flexible Work Schedule

  • Highly subsidized Health, Dental, and Vision Plans

  • 401k Retirement Account with company match contributions

  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance

  • Flexible Spending Accounts and Health Savings Accounts

  • Employee Financial Education

  • Employee Educational Expense Reimbursement

  • Employee Charitable Donations

  • Employee Referral Incentives

  • Employee Team Building Activities

  • Employee Assistance Program

$70,000 - $93,500 a year
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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