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Entry Level Financial Advisor Jobs in Bothell, WA

New York Life Insurance

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Entry Level Financial Advisor

Bellevue, WA · On-site

$70K - $120K/yr

You'll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth ...

Horizon Realty Advisors LLC

Acquisitions Analyst

Seattle, WA · On-site

$70K - $85K/yr

Description Horizon Realty Advisors is a fast-growing real estate investment and management company ... Bachelor's degree in finance, real estate, economics, or related field required * Entry-level (0-3) ...

Raising Cane's

Cook

Lynnwood, WA · On-site

$17.50/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Pwc

Partner Tax Preparation Advisor Manager

Seattle, WA · On-site +1

$73.50K - $244K/yr

Industry/Sector Not Applicable Specialism IFS - Finance Management Level Manager & Summary At PwC ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

Raising Cane's

Restaurant Crewmember

Lynnwood, WA · On-site

$17.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cashier

Lynnwood, WA · On-site

$17.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Lynnwood, WA

$17.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Customer Service Associate

Lynnwood, WA · On-site

$17.50/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Pwc

Transfer Pricing Senior Associate

Seattle, WA

$77K - $214K/yr

... enabled tax advisors who provide benefits through digitization, automation and increased ... PwC does not intend to hire experienced or entry level job seekers who will need, now or in the ...

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All JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Bothell, WA

Entry Level Financial Advisor information

See Bothell, WA salary details

$40.2K

$114.2K

$161K

How much do entry level financial advisor jobs pay per year?

As of Jun 4, 2026, the average yearly pay for entry level financial advisor in Bothell, WA is $114,175.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $146,400.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What does an Entry Level Financial Advisor do?

An Entry Level Financial Advisor helps clients understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What are the most commonly searched types of Financial Advisor jobs in Bothell, WA? The most popular types of Financial Advisor jobs in Bothell, WA are:
What are popular job titles related to Entry Level Financial Advisor jobs in Bothell, WA? For Entry Level Financial Advisor jobs in Bothell, WA, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Bothell, WA look for? The top searched job categories for Entry Level Financial Advisor jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Entry Level Financial Advisor jobs? Cities near Bothell, WA with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Bothell, WA as of May 2026, with employment types broken down into 92% Full Time, and 8% Contract. Highlights an 92% In-person, and 8% Remote job distribution, with an average salary of $114,175 per year, or $54.9 per hour.
Entry Level Financial Advisor

Entry Level Financial Advisor

New York Life Insurance

Bellevue, WA • On-site

$70K - $120K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 4 days ago

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After you apply to this job, you can share why you’re interested to jump to the top of the candidate list.

Job description

*This is a HYBRID position- you may work remotely with the expectation to work in our Bellevue, WA office one day a week.*

Are you a leader who has the following traits?

  • Competitive
  • Entrepreneurial
  • Coachable
  • Communicative
  • Self-disciplined
  • Authentic
  • If the answer is yes to the above, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial service industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for:

  • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer:

  • Training and development - We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional-development trips for our top-performing insurance agents.
  • Digital tools - Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting, and marketing tools that will help you attract and retain your clients with web, social, and email content.
  • Products and solutions - Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions.
  • Human guidance - When you join New York Life, you’re joining a strong team with peer-to-peer support options like study groups, mentorship, and other opportunities to engage with your fellow insurance agents.

How we will compensate you:

  • You have the power to determine your own income with our commission-based compensation. The average income of our agents under the N8 and N9 Agent’s Contract who meet annual minimum sales production requirements is $124,000.
  • Individual agent performance will determine your income.
  • Benefits include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension.

Responsibilities

  • Manage client accounts by building strong relationships and ensuring satisfaction with services provided.
  • Conduct warm calls to identify new business opportunities and nurture leads.
  • Collaborate with the marketing team to develop strategies that enhance sales and promote services.
  • Utilize negotiation skills to close deals and drive revenue growth.
  • Analyze market trends to inform business development initiatives and enhance competitive positioning.
  • Lead sales presentations and effectively communicate value propositions to clients.

Qualifications

  • Proven experience in account management and sales, with a strong emphasis on B2B sales and business development.
  • Excellent leadership and communication skills, complemented by negotiation expertise.
  • Familiarity with marketing strategies and technology sales, particularly using Salesforce.
  • Strong analytical skills and experience in warm calling to build and maintain client relationships.