ZipRecruiter

Log In

1

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

LPL Financial

Associate Financial Advisor

Spokane, WA · Remote

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Strong understanding of financial planning principles, investment products, and retirement ...

LPL Financial

Associate Financial Advisor

Spokane, WA · On-site

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... Strong understanding of financial planning principles, investment products, and retirement ...

next page

Showing results 1-20

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

Associate Financial Planner information

See Spokane, WA salary details

$46K

$84.8K

$113.8K

How much do associate financial planner jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial planner in Spokane, WA is $84,838.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,800.00 and $101,100.00 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

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

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

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Spokane, WA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $84,838 per year, or $40.8 per hour.

Associate Financial Advisor

LPL Financial

Spokane, WA • Remote

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago

LPL Financial rating

7.3

Company rating: 7.3 out of 10

Based on 71 frontline employees who took The Breakroom Quiz

123rd of 150 rated financial services

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth.

You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

Responsibilities:

In this role, your primary responsibility is to help clients grow and protect their assetstoachieve their financial goals including, but not limited to:

  • Funding for a secure retirement

  • Funding for a child's or grandchild's education

  • Build referral pipelines and develop strong partnerships to help develop and grow client relationships

  • Analyze financial data received from clients andassistwith the development of investment strategies to meet their goals

  • Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.

  • Prepare and review client communications as well as forms and documents needed forcustomer accounts

  • Adhere to all Compliance and Legal requirements

  • Schedule appointments and prepare for meetings, answer routine client questions

  • Attend sales meetings andassistwith client prospecting and marketing

  • Attend coaching sessions and training events to improve sales skills and industry knowledge

  • Lead efforts to understand and thenutilizenew tools and resources to improve team productivity (e.g.,new technology, platform enhancements)

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's degree or equivalent working experience

  • 3+ years of direct client experience within the financial services industry

  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses

Core Competencies:

  • Strong understanding of financial planning principles, investment products, and retirement solutions.

  • Excellent communication (written and verbal) and interpersonal skills.

  • Highly organized with strong attention to detail and ability to manage multiple priorities.

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.

  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.

  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:

  • Life, Accident & Health insurance licenses preferred

  • CFP preferred but not required


Pay Range:

74,700.00 - 124,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment:We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work:Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus:We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.

EAC12.9.25

What LPL Financial employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply