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

KeyBank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable ...

KeyCorp

Associate Private Client Advisor

Yakima, WA · On-site

$72 - $88/hr

Location 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable ...

New

Keybank

Associate Private Client Advisor

Yakima, WA · On-site

$80K/yr

Location: 102 E Yakima Avenue - Yakima, Washington 98901 Job Summary The Associate Private Client ... Certified Financial Planner (CFP) (preferred) * Resident State Insurance Licenses (Life, Variable ...

Montefiore

Category Manager

South Broadway, WA · On-site

... financial savings,take full advantage of System technology,and add valueforour Clinicians and Associates. The Category Managerposition requires an experienced sourcing professional with a background ...

H&R Block

Experienced Tax Professional

Selah, WA · On-site

$17.13 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

H&R Block

Experienced Tax Professional

Yakima, WA · On-site

$17.13 - $80/hr

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... Experience completing complex returns, tax planning, audit support, or tax notice resolution

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

Associate Financial Planner information

See Yakima, WA salary details

$45.6K

$84.1K

$112.8K

How much do associate financial planner jobs pay per year?

As of Sep 6, 2026, the average yearly pay for associate financial planner in Yakima, WA is $84,101.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,200.00 and $100,200.00 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.

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

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

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

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Yakima, WA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $84,101 per year, or $40.4 per hour.

Associate Private Client Advisor

KeyBank

Yakima, WA • On-site

$80K/yr

Full-time

Re-posted 8 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

53rd of 175 rated banks

Job description

Location:
102 E Yakima Avenue - Yakima, Washington 98901
Job Summary
The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts when providing investment solutions to new and existing clients. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
  • Partner with a Private Client Advisor in the coordination and delivery of all aspects of investment product delivery within assigned Branch(es) for Mass Affluent clients, including client management, service delivery, and other resources to maximize needs-based sales production.
  • Be an active member of the Branch team and participate in in-person Branch Huddles and Debriefs.
  • Work in a branch environment to provide in-person client services.
  • Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
  • Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate referrals back to the Consumer Bank where appropriate to help develop full relationships.
  • Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
  • Help attain sales production and referral goals by assisting the Private Client Advisor by working the book of business, lead lists, and closing on referrals through financial planning.
  • Partner with Private Client Advisor to grow year-over-year revenue.
  • Develop a strong Center of Influence strategy that leverages partnerships with the Retail Bank.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma or equivalent experience (required)
  • Bachelor's Degree (preferred)

Work Experience
  • Experience in financial services or related field (preferred)

Licenses and Certifications
  • FINRA Security Industry Essentials (SIE) Upon Hire (required)
  • FINRA License S7 Upon Hire (required)
  • FINRA License S66 or S63 and S65 Upon Hire (required)
  • Certified Financial Planner (CFP) (preferred)
  • Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) Upon Hire (required)
  • In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses in a timely manner may result in termination of employment. Promotion to a Private Client Advisor role is not permitted until the full licensing requirements are met. ()

Skills
  • Conducts due diligence research for a variety of complex investment portfolio disciplines; builds investment cases to inform clients.
  • Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
  • Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
  • Strong client centric focus.
  • Proven ability to work as a collaborative team member.
  • Ability to use standard office equipment, proprietary financial services systems.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation.
This position is eligible to earn a base salary rate of $80,168.00 annually. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 11/28/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

What KeyBank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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