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Associate Financial Representative Jobs in Federal Way, WA

Thrivent Financial

Associate Financial Advisor

Seattle, WA · On-site +1

$100K - $140K/yr

We are growing and adding an Associate Financial Advisor to our team. In this role you will be ... Collaborate with financial representatives to assist clients with product changes * Participate and ...

Stoel

Debt Finance Associate

Seattle, WA

$193K - $280K/yr

... law representing both public and private entities at all stages of formation and growth. Our ... financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor ...

Proliance Surgeons

Patient Services Rep.

Issaquah, WA · On-site

$19.97 - $31.95/hr

The PSR acts as a liaison associate for patient appointments, accommodation, and access to the ... Enter personal health information and financial information into practice management system with a ...

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All JobsAssociate Financial Representative JobsAssociate Financial Representative Jobs in Federal Way, WA

Associate Financial Representative information

See Federal Way, WA salary details

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How much do associate financial representative jobs pay per hour?

As of Jul 27, 2026, the average hourly pay for associate financial representative in Federal Way, WA is $29.38, according to ZipRecruiter salary data. Most workers in this role earn between $21.49 and $28.70 per hour, depending on experience, location, and employer.

Is $200,000 enough to work with a financial advisor?

As an Associate Financial Representative, having $200,000 in assets or income can be sufficient to work with a financial advisor, depending on the advisor's fee structure and the services needed. Many advisors require a minimum investment or asset level, but some offer services for clients with lower assets, especially if they focus on financial planning or ongoing advice. It is important to consider the advisor's fee model and your financial goals when determining if this amount is adequate for professional guidance.

Is it hard to become a FA?

Becoming an Associate Financial Representative typically requires completing relevant licensing exams, such as the Series 6 or 7, and gaining industry-specific knowledge. The difficulty varies based on prior experience and study effort, but it generally involves dedicated preparation and understanding of financial products and regulations.

What does an associate financial representative do?

An associate financial representative assists clients with financial planning, insurance, and investment products under the supervision of a senior representative. They often handle client inquiries, prepare financial documents, and develop their knowledge of financial services, typically working towards industry certifications such as the Series 6 or 63. The role involves building client relationships and supporting the delivery of financial solutions within a team environment.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

What are the key skills and qualifications needed to thrive as an Associate Financial Representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What are the typical day-to-day responsibilities of an Associate Financial Representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are Associate Financial Representatives?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

How many financial advisors make $500,000 a year?

While some financial advisors and associates in the industry can earn $500,000 or more annually, such high earnings are typically achieved by top-performing professionals with extensive experience, strong client bases, and advanced certifications like the CFP or CFA. Most financial advisors earn between $60,000 and $150,000 per year, with higher incomes often resulting from commissions, bonuses, and managing large portfolios.
What job categories do people searching Associate Financial Representative jobs in Federal Way, WA look for? The top searched job categories for Associate Financial Representative jobs in Federal Way, WA are:
What cities near Federal Way, WA are hiring for Associate Financial Representative jobs? Cities near Federal Way, WA with the most Associate Financial Representative job openings:
Associate Financial Representative jobs near you
Infographic showing various Associate Financial Representative job openings in Federal Way, WA as of July 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $61,117 per year, or $29.4 per hour.
Associate Financial Advisor

Associate Financial Advisor

Thrivent Financial

Seattle, WA • On-site, Remote

$100K - $140K/yr

Full-time

Retirement

Posted yesterday

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives. We are growing and adding an Associate Financial Advisor to our team.
In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth. This is a full-time role that is a hybrid role (will consider remote candidates who reside in the Pacific or Mountain Time zone)

As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including:

  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction

  • Facilitate and/or co-present product specific seminars and/or workshops as necessary

  • Identify criteria for fund selection and track against indexes, specifically for WRAP accounts

  • Participate in business planning for the Practice as needed

  • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services

  • Open and complete product applications

  • Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)

  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders

  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations

  • Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts

  • Assist financial representatives in the preparation and follow up for the member/customer meetings

  • Collaborate with financial representatives to assist clients with product changes

  • Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings

  • Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by Afton Union Financial Group .

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:

  • Motivated Self-Starter

  • Analytical thinker

  • Customer Service Focused

  • Clear and professional communication

  • Strong attention to detail and follow through

Requirements

  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required

  • CFP preferred but not required

  • Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired

  • 3-5 years of experience in Financial Services as a licensed Advisor

  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions

  • Ability to maintain integrity ofsensitive/confidentialinformation

  • Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial

External/Internal Dependencies

  • Must be able to work with all roles of the sponsoring financial advisor

  • Must be able to represent the organization in work with external clients

  • Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

  • $100,000 - $140,000 Annual compensation

  • Simple IRA with Employer Match

  • Health Benefit Stipend offered

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

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Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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