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

Beacon Hill Staffing Group

FP&A Accountant

Renton, WA

$30 - $40/hr

  • Medical

  • Dental

  • Vision

Support financial modeling, scenario planning, and long-range forecasting initiatives * Partner ... Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill ...

Edelman Financial Engines

Client Service Associate

Bellevue, WA · On-site

$50K - $65K/yr

  • Medical

  • Dental

  • Retirement

As a member on the Client Services team, you'll play a pivotal role by partnering with the Financial Planner providing a high level of customer service to our clients. We are looking for someone with ...

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Showing results 21-40

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

Associate Financial Planner information

See Kent, WA salary details

$51.4K

$94.7K

$127K

How much do associate financial planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial planner in Kent, WA is $94,719.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,700.00 and $112,900.00 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 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

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Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Kent, 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 $94,719 per year, or $45.5 per hour.

Associate Wealth Advisor

International Search Consultants

Seattle, WA

Full-time

Re-posted 11 days ago

Job description

Associate Advisor

Greater Seattle Area

ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families.

Our client is seeking an Associate Advisor to support the delivery of high-touch, family office-level service to sophisticated clients. Working alongside Advisors and Senior Advisors, this individual will play a key role in financial planning, investment analysis, client meeting preparation, and ongoing relationship management.

This position is designed as a developmental advisory role, offering hands-on exposure to comprehensive wealth management, including investment management, estate planning, tax strategy, risk management, charitable planning, and business succession planning. This is an exceptional opportunity for an ambitious wealth management professional seeking direct client exposure and a clear path toward becoming a trusted advisor.

Responsibilities

  • Partner with Advisors and Senior Advisors to deliver wealth management services to ultra-high-net-worth clients.
  • Assist with financial planning, investment analysis, and portfolio reviews.
  • Analyze client holdings, investments, and forecasting scenarios.
  • Conduct investment research on markets, asset classes, and securities.
  • Evaluate portfolio allocations and investment strategies.
  • Execute investment programs and place trades under senior advisor direction.
  • Prepare customized reports, client presentations, and investment analyses.
  • Support estate planning and wealth transfer discussions through presentation development and analysis.
  • Maintain current knowledge of investment markets, industry trends, and financial planning strategies.

Qualifications

  • 3+ years of experience supporting ultra-high-net-worth clients within wealth management, private wealth, family office, or investment advisory environments.
  • Bachelor's degree required.
  • Progress toward CFP®, CFA®, CIMA®, CAIA®, or similar professional designation preferred.
  • Strong analytical, quantitative, and problem-solving skills.
  • Excellent written and verbal communication abilities.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and Word.
  • Ability to quickly learn and utilize financial planning, portfolio reporting, CRM, and data analytics systems.
  • Highly organized with exceptional attention to detail and a client-first mindset.