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

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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

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

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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.

Associate Financial Advisor in Issaquah, Washington

Issaquah, WA • On-site

Jambalaya Group
See more jobs at Jambalaya Groupexternal

$85 - $95/hr

Other

Medical, Retirement, PTO

Posted yesterday

New

Job description

Associate Financial Advisor (AFA)

Location: Issaquah, WA | Full-Time

Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?

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.

This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.

About the Practice

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships —not transactional sales.Our culture is collaborative, entrepreneurial, and client-first.We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.

Key Responsibilities Client Relationship Development & Ownership
  • Partner with senior advisors in client meetings and progressively take the lead on client relationships
  • Build long-term relationships through proactive communication and personalized planning support
Financial Planning & Implementation
  • Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
  • Translate complex concepts into clear, actionable guidance for clients
Meeting Preparation & Follow-Up
  • Coordinate materials, action items, and execution to ensure exceptional client experience
Team Collaboration
  • Work closely with advisors and staff to deliver consistent, high-quality service
Equal Opportunity Employer

We welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

Ideal Candidate Profile Required Qualifications
  • Bachelor’s degree
  • Minimum of 3+ years of client-facing financial services experience
Preferred
  • Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
  • Washington Life & Health preferred
  • Ameriprise experience, (not required)
Professional Strengths
  • Strong relationship-builder who enjoys working directly with clients
  • Organized, detail-oriented, empathetic, and confident
  • Comfortable engaging new clients and growing relationships
Career Mindset
  • Seeking a long-term role with increasing responsibility and partnership potential
  • Thrives in a collaborative, entrepreneurial practice environment
Compensation & Benefits

Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience). Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.

Benefits Include:
  • Health insurance
  • Simple IRA retirement plan
  • Paid time off and paid holidays

Schedule: Monday–Friday, standard business hours (no evenings or weekends) Work Environment: In-office with limited hybrid flexibility after training period

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