1

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

Showing results 41-60

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 Sep 7, 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 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.

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.

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.

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 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 are the most commonly searched types of Financial Planner jobs in Kent, WA?

The most popular types of Financial Planner jobs in Kent, WA are:

What are popular job titles related to Associate Financial Planner jobs in Kent, WA?

For Associate Financial Planner jobs in Kent, WA, the most frequently searched job titles are:

What job categories do people searching Associate Financial Planner jobs in Kent, WA look for?

The top searched job categories for Associate Financial Planner jobs in Kent, WA are:

What cities near Kent, WA are hiring for Associate Financial Planner jobs?

Cities near Kent, WA with the most Associate Financial Planner job openings:

Infographic showing various Associate Financial Planner job openings in Kent, WA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $94,719 per year, or $45.5 per hour.

FP&A Associate Manager, Product Finance

The Trade Desk, Inc.

Bellevue, WA • On-site

$125 - $150/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago


Job description

The Trade Desk is a global technology company and the world’s leading independent platform for digital advertising, with nearly 4,000 employees across more than 30 offices. Our technology helps advertisers reach the right audiences across the open internet — from streaming TV and podcasts to mobile apps, news, and more. Advertising powers the content people love. By making it more transparent, effective, and responsible, we help support trusted journalism, quality entertainment, and creators worldwide. The world’s brands and agencies rely on us to reach their customers and grow their businesses responsibly. The scale of our platform brings unique technical challenges — from processing massive datasets in real time to building systems that operate reliably on a global scale. When you work here, your impact is worldwide. We welcome diverse perspectives, encourage curiosity, and build teams that learn from one another. If you’re driven to solve meaningful challenges, we’d love to meet you.

What we do:

We are seeking an experienced FP&A Associate Manager to lead revenue and take rate finance for a core area of our business. This is a high-impact, high-visibility role that combines deep analytical ownership with strategic influence. You will serve as the go-to financial expert for take rate and revenue economics, drive forecasting and planning processes, and lead special projects that shape how leadership understands and grows the business. Success in this role requires not just financial acumen but genuine intellectual curiosity about how our products work — you will need to get inside the product, understand the commercial levers, and build that understanding into every model and narrative you produce.

What you''ll do:

  • Own end-to-end revenue and take rate modeling: develop and maintain the authoritative financial model for platform revenue, covering pricing structure, volume dynamics, product mix, and client segmentation.
  • Become the internal expert on product economics — deeply understand how platform features, auction mechanics, pricing decisions, and client behavior affect take rate and revenue outcomes.
  • Lead the monthly, quarterly, and annual revenue planning cycle: drive forecast submissions, prepare variance commentary, and present results to senior finance and business leadership.
  • Serve as the primary finance partner to product, commercial, and data teams on all things revenue — including new product launches, pricing changes, and commercial agreements.
  • Design and build financial models for new products and strategic pricing initiatives; quantify expected revenue impact across scenarios and present recommendations to leadership.
  • Produce executive-quality deliverables: own the revenue narrative in board presentations, QBRs, investor materials, and CFO briefings.
  • Lead and execute special projects across the finance agenda — from strategic deep-dives and competitive analysis to cross-functional initiatives and operational improvements.
  • Mentor and develop junior FP&A team members; provide guidance on modeling best practices, stakeholder communication, and analytical frameworks.

Who you are:

  • 6+ years of progressive experience in FP&A, strategic finance, investment banking, or management consulting.
  • Proven track record of owning complex revenue models and delivering accurate, insightful forecasts in a fast-moving environment.
  • Strong ability — and genuine interest — in understanding how products and platforms work commercially, and turning that understanding into rigorous financial analysis.
  • Experience driving exec-facing deliverables: you are comfortable owning a narrative, structuring a story, and presenting to C-suite and board-level audiences.
  • Advanced Excel/Sheets modeling skills; proficiency in SQL strongly preferred; experience with BI tools (Tableau, Looker, Mode, etc.).
  • Exceptional communication skills — you translate complexity into clarity and influence decisions at the highest levels of the organization.
  • High accountability, ownership mindset, and the ability to operate autonomously in ambiguous situations.
  • Bachelor's degree in Finance, Economics, or a related quantitative field; MBA or CFA a plus.

Nice to Have:

  • Experience in adtech, programmatic advertising, marketplace, or other platform businesses where take rate is a core revenue metric.
  • Prior experience building revenue models for new product or pricing launches from the ground up.
  • Familiarity with gross vs. net revenue accounting, partner economics, or auction-based pricing frameworks.

Note: Interns are not eligible for variable incentive awards such as stock-based compensation, retirement plan, vacation, tuition reimbursement or parental leave. At the Trade Desk, Base Salary is one part of our competitive total compensation and benefits package and is determined using a salary range. The base salary range for this role is $93,800—$172,000 USD.

In accordance with various US state laws, the range provided is the Trade Desk's reasonable estimate of the base compensation for this role. The actual amount may differ based on non-discriminatory factors such as experience, knowledge, skills, and location. All employees may be eligible to become The Trade Desk shareholders through eligibility for stock-based compensation grants, which are awarded to employees based on company and individual performance. The Trade Desk also offers other compensation depending on the role such as variable compensation-based incentives and commissions. Plus, expected benefits for this role include comprehensive healthcare (medical, dental, and vision) with premiums paid in full for employees and dependents, retirement benefits such as a 401k plan and company match, short and long-term disability coverage, basic life insurance, well-being benefits, reimbursement for certain tuition expenses, parental leave, sick time of 1 hour per 30 hours worked, vacation time for full-time employees up to 120 hours thru the first year and 160 hours thereafter, and around 13 paid holidays per year. Employees can also purchase The Trade Desk stock at a discount through The Trade Desk’s Employee Stock Purchase Plan.

The Trade Desk also offers a competitive benefits package. Click here to learn more.

Note: Interns are not eligible for variable incentive awards such as stock-based compensation, retirement plan, vacation, tuition reimbursement or parental leave

At the Trade Desk, Base Salary is one part of our competitive total compensation and benefits package and is determined using a salary range. The base salary range for this role is $93,800—$172,000 USD

As an Equal Opportunity Employer, The Trade Desk is committed to creating an inclusive hiring experience where everyone has the opportunity to thrive.

Please reach out to us at accommodations@thetradedesk.com to request an accommodation or discuss any accessibility needs you may require to access our Company Website or navigate any part of the hiring process.

When you contact us, please include your preferred contact details and specify the nature of your accommodation request or questions. Any information you share will be handled confidentially and will not impact our hiring decisions.

#J-18808-Ljbffr