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Associate Financial Planner Jobs in Bothell, WA (NOW HIRING)

Mainspring Wealth Advisors LLC

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Sr. Associate Financial Planner

Tukwila, WA · On-site

$75K - $83K/yr

We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP ® (or equivalent), who ...

Mainspring Wealth Advisors LLC

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Sr. Associate Financial Planner

Bellevue, WA · On-site

$75K - $83K/yr

We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP ® (or equivalent), who ...

Gaynor Staffing & Consulting

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Financial Planning Associate Wealth Management

Seattle, WA · On-site

$90K - $115K/yr

They value integrity, excellence, and nimbleness and are seeking a skilled and detail-oriented Associate Financial Planner to join our growing team. This is a Hybrid role (3 days in office). We are ...

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar ...

Zumiez

Associate Merchandise Financial Planner

Lynnwood, WA · On-site

$26.44 - $28.85/hr

Associate Merchandise Financial Planner DEPARTMENT: Planning REPORTS TO: Apparel Planning Manager FLSA STATUS: Non-Exempt EFFECTIVE DATE: 07/2026 PAY RANGE: $26.44 to $28.85 per hour depending on ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you ... Strong understanding of financial planning principles, investment products, and retirement ...

Thrivent Financial

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

We are growing and adding an Associate Financial Advisor to our team. In this role you will be ... Participate in business planning for the Practice as needed * Counsel and advise prospective and ...

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All JobsAssociate Financial Planner JobsAssociate Financial Planner Jobs in Bothell, WA

Associate Financial Planner information

See Bothell, WA salary details

$50.9K

$93.8K

$125.8K

How much do associate financial planner jobs pay per year?

As of Jul 25, 2026, the average yearly pay for associate financial planner in Bothell, WA is $93,796.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $111,800.00 per year, depending on experience, location, and employer.

What is the difference between Associate Financial Planner vs Financial Advisor?

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an Associate Financial Planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What Is the Job Description of an Associate Financial Planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an Associate Financial Planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
What are popular job titles related to Associate Financial Planner jobs in Bothell, WA? For Associate Financial Planner jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Associate Financial Planner jobs in Bothell, WA look for? The top searched job categories for Associate Financial Planner jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Associate Financial Planner jobs? Cities near Bothell, WA with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Bothell, WA as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $93,796 per year, or $45.1 per hour.
Sr. Associate Financial Planner

Sr. Associate Financial Planner

Mainspring Wealth Advisors LLC

Tukwila, WA • On-site

$75K - $83K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

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Job description

We are seeking a Senior Associate Financial Planner for our wealth management firm in both the Tukwila, WA, and Bellevue, WA, Offices. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and want to be involved in all aspects of the business, are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our team and culture will desire to work in a collaborative environment, acting in a fiduciary capacity for advisory relationships, and embrace technology.


Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. Strong understanding of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.


Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy
  • Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
  • Post-client meeting tasks, including performing financial situation analysis, and coordinating planning implementation with outside professionals if necessary
  • Assist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).
  • Deliver financial planning advice for high-net-worth clientele
  • Develop and manage ongoing client relationships independently
  • Portfolio maintenance and management in conjunction with the Lead Financial Planner


Key Qualifications:

  • Required FINRA registration, including Series 7 and 66 (or FINRA recognized equivalents)
  • B.A. or B.S. degree
  • CFP ® or other industry designations/credentials
  • Self-starter, Organized with strong attention to detail
  • Strong financial and analytical skills
  • Able to work independently and keep the Planner aware of progress and hurdles


Mainspring Wealth Advisors LLC

6840 Fort Dent Way, Suite 160, Tukwila, WA 98188-2555

11400 SE 8th St, Suite 260, Bellevue, WA 98004-6470

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.