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Entry Level Financial Advisor Jobs in Seattle, WA

As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you're proud of.

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Entry Level Financial Advisor

Bellevue, WA · On-site

$70K - $120K/yr (+ commission)

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 ...

Wealth Management Trainee

Tacoma, WA · On-site

$45K - $55K/yr

The SIE ® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional ...

Entry Level Police Officer

Sumner, WA · On-site

$88K - $113K/yr

... financial advisors and doctors. While Sumner retains historic neighborhoods of Craftsman houses and an active high school right on Main Street, it also offers over 10,000 manufacturing and ...

... financial advisors and doctors. While Sumner retains historic neighborhoods of Craftsman houses and an active high school right on Main Street, it also offers over 10,000 manufacturing and ...

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

Must be licensed in the posted state. Entry level attorneys will be considered. * Can conduct ... and financial advisors. Benefits * Compensation: $250-$350 hourly * Uncapped earning potential ...

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Entry Level Financial Advisor information

See Seattle, WA salary details

$41K

$116.2K

$163.9K

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

As of Sep 4, 2026, the average yearly pay for entry level financial advisor in Seattle, WA is $116,232.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,400.00 and $149,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

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 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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Seattle, WA?

The most popular types of Financial Advisor jobs in Seattle, WA are:

What are popular job titles related to Entry Level Financial Advisor jobs in Seattle, WA?

For Entry Level Financial Advisor jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Seattle, WA look for?

The top searched job categories for Entry Level Financial Advisor jobs in Seattle, WA are:

What cities near Seattle, WA are hiring for Entry Level Financial Advisor jobs?

Cities near Seattle, WA with the most Entry Level Financial Advisor job openings:

Infographic showing various Entry Level Financial Advisor job openings in Seattle, WA as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $116,230 per year, or $55.9 per hour.

Entry Level Financial Advisor

Bankers Life

Tacoma, WA • On-site

Other

Medical, Life

Posted 4 days ago


Job description

Job Description:


What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you'll work one-on-one with clients to create personalized financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Join our Financial Advisor Development Program today.


We support you every step of the way:

  • No finance background? No problem—no experience needed - sales, customer service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into wealth management and sales leadership.
  • Starting out? Additional incentives that help you get started on top of earned commissions and bonuses.


*The SIE® is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a required first step for individuals seeking to become Financial Advisors. Additional licensing exams are required to become a Financial Advisor.


Why Join Us?

  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams include uncapped commissions, renewals, bonuses and more.
  • Live life with exciting awards trips, lasting friendships, and true work-life integration.


Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.


Apply and learn more.


Note: Applicants must reside in the state of the position and have access to a vehicle to be considered. By applying, you agree to be contacted via phone, email and/or SMS.


Bankers Life offers the Financial Representative position through Bankers Life Securities, Inc. Member FINRA/SIPC and the Investment Advisor position through Bankers Life Advisor Services, Inc. SEC Registered Investment Adviser.


Securities and variable annuity products and services are offered by Bankers Life Securities, Inc. Member FINRA/SIPC, (dba BL Securities, Inc., AL, GA, IA, IL, MI, NV, PA). Advisory products and services are offered by Bankers Life Advisory Services, Inc. SEC Registered Investment Adviser (dba BL Advisory Services, Inc., AL, GA, IA, MT, NV, PA). Investments are: Not Guaranteed—Involve Risk—May Lose Value.