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

LPL Financial

Associate Financial Advisor

Spokane, WA · Remote

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a ...

LPL Financial

Associate Financial Advisor

Spokane, WA · On-site

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a ...

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Associate Financial Advisor information

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$38.9K

$67.9K

$113.8K

How much do associate financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for associate financial advisor in Spokane, WA is $67,904.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $83,400.00 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 Spokane, WA?

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Spokane, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,904 per year, or $32.6 per hour.

Associate Financial Advisor

LPL Financial

Spokane, WA • Remote

Full-time

Medical, Retirement, PTO

Re-posted 27 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth.

You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

Responsibilities:

In this role, your primary responsibility is to help clients grow and protect their assetstoachieve their financial goals including, but not limited to:

  • Funding for a secure retirement

  • Funding for a child's or grandchild's education

  • Build referral pipelines and develop strong partnerships to help develop and grow client relationships

  • Analyze financial data received from clients andassistwith the development of investment strategies to meet their goals

  • Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.

  • Prepare and review client communications as well as forms and documents needed forcustomer accounts

  • Adhere to all Compliance and Legal requirements

  • Schedule appointments and prepare for meetings, answer routine client questions

  • Attend sales meetings andassistwith client prospecting and marketing

  • Attend coaching sessions and training events to improve sales skills and industry knowledge

  • Lead efforts to understand and thenutilizenew tools and resources to improve team productivity (e.g.,new technology, platform enhancements)

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's degree or equivalent working experience

  • 3+ years of direct client experience within the financial services industry

  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses

Core Competencies:

  • Strong understanding of financial planning principles, investment products, and retirement solutions.

  • Excellent communication (written and verbal) and interpersonal skills.

  • Highly organized with strong attention to detail and ability to manage multiple priorities.

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.

  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.

  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:

  • Life, Accident & Health insurance licenses preferred

  • CFP preferred but not required


Pay Range:

74,700.00 - 124,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment:We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work:Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus:We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.

EAC12.9.25

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