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Associate Financial Services Jobs in Washington (NOW HIRING)

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Associate Financial Services information

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$15

$36

$76

How much do associate financial services jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for associate financial services in Washington is $36.20, according to ZipRecruiter salary data. Most workers in this role earn between $23.41 and $38.94 per hour, depending on experience, location, and employer.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.
What are the most commonly searched types of Financial Services jobs in Washington? The most popular types of Financial Services jobs in Washington are:
What cities in Washington are hiring for Associate Financial Services jobs? Cities in Washington with the most Associate Financial Services job openings:
Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 18% Part Time, 1% Temporary, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $75,297 per year, or $36.2 per hour.

Registered Client Service Associate

Raymond James Financial Services

Manassas Park, VA • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Mcdermott Armati Wealth Strategies Job Posting

Our mission is to enrich the lives of our clients and their families by providing quality independent financial advice. Nothing is more important to us than our clients – that's the approach we take by providing a high degree of attention and service. Mcdermott Armati Wealth Strategies is seeking a Registered Client Service Associate who shares our vision and mission. This essential role helps to provide high touch administrative support to Financial Advisors, their prospective and existing clients and other branch staff team members. The ideal candidate will have effective communication skills as well as the ability to excel in a fast-paced, detail-oriented work environment. Join us and see where a career at Mcdermott Armati could take you!

Essential Duties and Responsibilities
  • Services basic inquiries and scheduling of meetings with prospective and existing clients
  • Respond to client inquiries regarding accounts, transactions, and general service matters
  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests
  • Maintain accurate and complete CRM records
  • Execute equity, ETF, mutual fund, and fixed income trades as directed
  • Assist with portfolio rebalancing
  • Monitor cash balances and distributions
  • Gather and organize client financial data
  • Prepare and update financial plans using planning software
  • Run retirement, cash flow, and scenario analyses
  • Prepare client-ready reports and presentations
  • Ensure all documentation meets firm and regulatory requirements
  • Maintain organized client files and audit-ready documentation
  • Assist with supervisory reviews and compliance requests
  • Adhere to FINRA, SEC, and firm policies and procedures
  • Perform other duties, as assigned
Key Skills & Competencies
  • Strong attention to detail and accuracy
  • Excellent organizational and time-management skills
  • Professional communication (written and verbal)
  • Analytical mindset
  • Client-first attitude with high integrity
  • Experience with financial planning software
  • Experience with portfolio management or rebalancing tools
  • Experience executing trades in client accounts
  • Proficiency in Microsoft Office and CRM systems
Education/Previous Experience
  • Bachelor's degree preferred
  • 3+ years of experience in wealth management or advisory support
Licenses/Certifications
  • SIE, Series 7 & 63/65 or 66
  • Insurance license

Mcdermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same; Work with and through others to achieve desired outcomes; Make prompt, pragmatic choices and act with the client in mind; Take ownership and hold themselves and others accountable for delivering results that matter; Contribute to the continuous evolution of the firm.

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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