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

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 ...

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 ...

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.

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 ...

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

Associate Financial Planner information

See Seattle, WA salary details

$51.8K

$95.5K

$128.1K

How much do associate financial planner jobs pay per year?

As of Aug 30, 2026, the average yearly pay for associate financial planner in Seattle, WA is $95,540.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,400.00 and $113,900.00 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.

More about Associate Financial Planner jobs

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Seattle, WA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $95,540 per year, or $45.9 per hour.

Senior Associate Financial Planner - CFP & Series 7

Talent Search PRO

Bellevue, WA

$75K - $83K/yr

Full-time

Posted 12 days ago

Job description

Senior Associate Financial Planner | CFP & Series 7 Required | Bellevue, WA

High net worth clients do not just need someone to manage their money. They need someone who understands their life, anticipates their needs and gives advice that holds up when markets get uncomfortable.

This role is for the financial planner who is ready to work at that level.

A wealth advisory firm in Bellevue, Washington is looking for a Senior Associate Financial Planner to work directly with high net worth clients, support portfolio management and grow into an independent client relationship manager.

What you get:

  • $75,000 to $83,000 a year
  • A path to independent client relationship management
  • Direct exposure to the Investment Committee and Chief Investment Officer
  • A seat at the table on portfolio strategy, fund research and trading decisions
  • A firm that gives you real responsibility and the autonomy to grow into it

What you will be doing:

  • Assisting in preparing for and conducting client meetings including data gathering, agendas and Investment Policy Statements
  • Delivering financial planning advice to high net worth clients
  • Developing and managing ongoing client relationships independently
  • Assisting with trading, rebalancing, tax loss harvesting and account management
  • Conducting fund research under the guidance of the Chief Investment Officer
  • Supporting the Investment Committee including portfolio reviews and facilitating dialogue
  • Coordinating planning implementation with outside professionals as needed

What you need to bring:

  • Series 7 and Series 66 FINRA registration or recognized equivalents
  • CFP designation or other industry credentials
  • Bachelor's degree
  • Strong financial and analytical skills
  • Self starter with strong attention to detail and ability to work independently
  • Experience managing high net worth client relationships preferred