... associate achievements. Ourbenefit programsare designed to help you and your family strike the ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. Ourbenefit programsare designed to help you and your family strike the ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. Our benefit programs are designed to help you and your family strike the ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
... associate achievements. Our benefit programs are designed to help you and your family strike the ... Sales Please be advised that Fidelity's business is governed by the provisions of the Securities ...
Vice President, Advisor (Vancouver)
Vancouver, WA · On-site
$150K - $200K/yr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... Work with internal team members including portfolio management, operations and financial planning ...
Vice President, Advisor (Vancouver)
Vancouver, WA · On-site
$150K - $200K/yr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... Work with internal team members including portfolio management, operations and financial planning ...
Vice President, Advisor (Vancouver)
Vancouver, WA · Hybrid
$150K - $200K/yr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... Work with internal team members including portfolio management, operations and financial planning ...
Vice President, Advisor (Vancouver)
Vancouver, WA · Hybrid
$150K - $200K/yr
EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow ... Work with internal team members including portfolio management, operations and financial planning ...
Associate Director of Financial Aid for GSEC & LAW
Portland, OR · On-site
$95 - $130/hr
PRIMARY PURPOSE The Associate Director of Financial Aid for GSEC & LAW within the Office of ... Advise students on financial aid over the course of their academic programs, helping them ...
Associate Director of Financial Aid for GSEC & LAW
Portland, OR · On-site
$95 - $130/hr
PRIMARY PURPOSE The Associate Director of Financial Aid for GSEC & LAW within the Office of ... Advise students on financial aid over the course of their academic programs, helping them ...
Personal Risk Advisor
Portland, OR · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Personal Risk Advisor
Portland, OR · On-site
Private Risk Advisor The USI Insurance Services Personal Risk Practice provides comprehensive risk ... associates' children, and financial help in times of need. Deep Community Engagement We are ...
Debt Finance Associate
$193K - $280K/yr
... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...
Debt Finance Associate
$193K - $280K/yr
... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...
Debt Finance Associate
Portland, OR · On-site
$193K - $280K/yr
... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...
Debt Finance Associate
Portland, OR · On-site
$193K - $280K/yr
... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ... This variety makes us better at advising and serving our clients and it ensures a positive and ...
Banking & Finance Associate Attorney
Portland, OR · On-site
$260K - $390K/yr
Advise clients on private credit transactions, syndicated credit facilities, structured credit ... Experience representing lenders, borrowers, or financial institutions in sophisticated financing ...
Quick apply
Banking & Finance Associate Attorney
Portland, OR · On-site
$260K - $390K/yr
Advise clients on private credit transactions, syndicated credit facilities, structured credit ... Experience representing lenders, borrowers, or financial institutions in sophisticated financing ...
Financial Analyst
Hillsboro, OR · On-site
$90K - $110K/yr
An Associate's Degree in finance, accounting, economics, statistics, or a related field; AND four ... You will be advised by email of your status at each step in the application process, from initial ...
Financial Analyst
Hillsboro, OR · On-site
$90K - $110K/yr
An Associate's Degree in finance, accounting, economics, statistics, or a related field; AND four ... You will be advised by email of your status at each step in the application process, from initial ...
Tax Associate
Portland, OR · On-site
$62K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$62K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$61K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$61K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$60K - $80K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$60K - $80K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$62K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$62K - $82K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$60K - $81K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$60K - $81K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Portland, OR · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Scappoose, OR · On-site
$62K - $83K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Scappoose, OR · On-site
$62K - $83K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Central Point, OR · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Central Point, OR · On-site
$58K - $77K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Hillsboro, OR · On-site
$63K - $84K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Tax Associate
Hillsboro, OR · On-site
$63K - $84K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...
Associate Financial Advisor information
See Ridgefield, WA salary details
$46.3K is the 25th percentile. Wages below this are outliers.
$40.9K - $48K
33% of jobs
$48K - $55.1K
1% of jobs
$55.1K - $62.3K
9% of jobs
The median wage is $66.1K / yr.
$62.3K - $69.4K
13% of jobs
$69.4K - $76.5K
7% of jobs
$76.5K - $83.7K
12% of jobs
$83.9K is the 75th percentile. Wages above this are outliers.
$83.7K - $90.8K
9% of jobs
$90.8K - $98K
6% of jobs
$98K - $105.1K
5% of jobs
$105.1K - $112.2K
2% of jobs
$112.2K - $119.4K
2% of jobs
$40.9K
$71.3K
$119.4K
How much do associate financial advisor jobs pay per year?
As of Aug 14, 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 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?
| Aspect | Associate Financial Advisor | Financial Advisor |
|---|---|---|
| Certifications | Series 7, Series 66, CFP (preferred) | Series 7, Series 66, CFP (required) |
| Work Environment | Support role, assisting senior advisors, client meetings | Client-facing, responsible for managing client portfolios |
| Responsibilities | Research, preparing reports, supporting client service | Developing 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 cities near Ridgefield, WA are hiring for Associate Financial Advisor jobs?
Cities near Ridgefield, WA with the most Associate Financial Advisor job openings:
Fidelity Investments rating
8.7
Based on 271 frontline employees who took The Breakroom Quiz
15th of 150 rated financial services
Job description
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Expertise and Skills You Bring- Proven success in building relationships, uncovering needs, and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire one
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious are key attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
Ourbenefit programsare designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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