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Associate Financial Planner Jobs in Wenatchee, WA

PetSmart

Retail Store Manager

East Wenatchee, WA · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

East Wenatchee, WA

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

East Wenatchee, WA · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

East Wenatchee, WA · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

East Wenatchee, WA

$80K - $121K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

East Wenatchee, WA · On-site

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart Careers

Retail Store Manager

East Wenatchee, WA

$80K - $121K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

PetSmart

Retail Store Manager

East Wenatchee, WA · On-site

$80K - $121K/yr

Associate discounts * Career pathing * Development opportunities Job Summary PetSmart's Store ... Communicates business and financial objectives to other leaders within the store. * Responsible for ...

TJX Companies

Assistant Store Manager

East Wenatchee, WA · On-site

$56K - $77K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Provide input on succession planning to meet future needs. * Implement strategies to meet sales ...

TJX Companies

Assistant Store Manager

East Wenatchee, WA · On-site

$56K - $77K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Provide input on succession planning to meet future needs. * Implement strategies to meet sales ...

Tjx

Assistant Store Manager

East Wenatchee, WA · On-site

$56K - $77K/yr

Enjoy Associate discounts at our stores, available to you and eligible family members. * We have a ... Provide input on succession planning to meet future needs. * Implement strategies to meet sales ...

Buckle

Part-Time Sales Teammate

Wenatchee, WA

$17.13 - $19/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

Buckle

Part-Time Sales Teammate

Wenatchee, WA · On-site

$17.13 - $19/hr

Wealth We are committed to helping you build financial security, recognize your contributions, and invest in your future. 401(k) with Company Match Start planning for the future with traditional and ...

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Showing results 1-20

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

Associate Financial Planner information

See Wenatchee, WA salary details

$49.1K

$90.5K

$121.4K

How much do associate financial planner jobs pay per year?

As of Aug 24, 2026, the average yearly pay for associate financial planner in Wenatchee, WA is $90,526.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,900.00 and $107,900.00 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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For Associate Financial Planner jobs in Wenatchee, WA, the most frequently searched job titles are:

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Wenatchee, WA as of August 2026, with employment types broken down into 83% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $90,526 per year, or $43.5 per hour.

Associate Engineer (Full Time | Multiple Location Options)

Lamb Weston

Quincy, WA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Lamb Weston rating

6.9

Company rating: 6.9 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

240th of 443 rated food and drinks producers

Job description

Title: Associate Engineer (Full Time | Multiple Location Options)Location: Kennewick, WA

About Lamb Weston

You've probably enjoyed our fries without even knowing it! As a leading manufacturer in our industry, and public Fortune 500 company, we inspire and bring people together with foods they love and trust. Our customer base includes international food service providers, restaurants, and households in over 100 countries around the world.

A highly innovative global corporation with a start-up mindset, we empower every individual to make a genuine difference. You'll gain access to hands-on training to fuel your growth and success, explore opportunities for new solutions, and you'll join a winning team of 10,000+ people all dedicated to raising the bar - together.

If you have a strong drive for results, a desire to help us bring the world together through our fries, and are ready for a fresh challenge, we want to hear from you.

Job Description Summary

Follows prescribed procedures and, under direct supervision, conducts analyses to develop design options or recommendations for structures, systems and components. Collaborates with more experienced engineers to provide follow-up and engineering assistance on defined problems. Prepares or assists in preparing reports, graphs, planning layouts, and summaries designed to communicate project progress or results.

Job Description

  • Assigned to a training program that would last one to two years, depending on when the employee completes the Process Quality (PQ) Certification Program;
  • Will be required to complete Foundations of Leadership and the PQ Training Programs and would be required to complete the PQ Certification;
  • Will be assigned Engineering and/or Maintenance projects;
  • Will be mentored by the Plant Engineering Manager, Project Engineer and Production Manager;
  • Will be tasked with monitoring production to insure that safety, quality and cost standards are maintained;
  • Responsible for evaluating subordinate performance, communicating with employees and providing information for work performance improvement.

Basic & Preferred Qualifications

  • Bachelor's degree in Engineering or a closely related field with 1-3 years' experience or a Master's degree with 0-1 year's experience.

  • Excellent communication, interpersonal, problem solving and organizational skills.

  • Proficient in MS Office, with a high emphasis in Excel.

  • Must be detail orientated.

  • Excellent technical and analytical skills.

  • Ability to work weekends and/or shift work with a strong work ethic and employment history

  • 1-2 years production processing or supervisory experience preferred

  • Previous experience in a food processing environment preferred

In compliance with applicable state and local laws, Lamb Weston has opted to include a reasonable estimate of the compensation for this role. This compensation is specific to this position and takes into account a number of variables. Actual compensation may be higher or lower in the range posted based on various factors, including, but not limited to, job duties, experience and expertise. A candidate's work location could also impact the actual compensation being outside of the range to reflect local cost of labor. A reasonable hourly estimate of the range for this role based on the variables previously mentioned is: $32.44 - $48.65

Industry-Competitive Benefits

Coupled with our compensation and bonus incentive programs, our benefits deliver rewards that are market competitive. Some of the most attractive elements of our benefit programs include:

  • Health Insurance Benefits - Medical, Dental, Vision

  • Flexible Spending Accounts for Health and Dependent Care, and Health Reimbursement Accounts

  • Well-being programs including companywide events and a wellness incentive program

  • Paid Time Off

  • Financial Wellness - Industry leading 401(k) plan with generous company contributions, Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and Accident insurance

  • Family-Friendly Employee events

  • Employee Assistance Program services - mental health and other concierge type services

Benefits may vary based on location, job role/level, job status, and/or the terms of any applicable collective bargaining agreements.

Job Requisition ID: Req-222494Time Type: Full timeThe anticipated close date is a good faith estimate for when this job will be closed. Some jobs may be unposted or filled earlier or later than the Anticipated Close Date depending on interview processes and business needs. Anticipated Close Date: 05/27/2022

Lamb Weston is an Equal Opportunity Employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status or any other protected factor under federal, state or local law

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