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Fee Only Financial Advisor Jobs in Bothell, WA (NOW HIRING)

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... only want to learn from our experienced advisors but also want to focus on strengthening our ... The Financial Planner will be available to provide mentoring and big-picture direction, but you are ...

... fee, commission, or bonus portion of the compensation plan. Lexus Plus Vehicle Advisor Platinum Badge You must have accurate knowledge and skill in presenting all financial aspects of purchasing ...

... fee, commission, or bonus portion of the compensation plan. Lexus Plus Vehicle Advisor Platinum Badge You must have accurate knowledge and skill in presenting all financial aspects of purchasing ...

... fee, commission, or bonus portion of the compensation plan. Lexus Plus Vehicle Advisor Platinum Badge You must have accurate knowledge and skill in presenting all financial aspects of purchasing ...

We not only encourage but celebrate internal mobility. We also recognize the importance of purpose ... Coordinate ongoing financial reviews, support the execution of planning campaigns, and help ...

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Fee Only Financial Advisor information

See Bothell, WA salary details

$40.2K

$114.2K

$161K

How much do fee only financial advisor jobs pay per year?

As of Aug 6, 2026, the average yearly pay for fee only 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 is the difference between Fee Only Financial Advisor vs Fee-Based Financial Advisor?

AspectFee Only Financial AdvisorFee-Based Financial Advisor
CompensationCharges only fees directly from clients, no commissionsCharges fees and may earn commissions from product sales
Conflicts of InterestLower potential for conflicts due to fee-only structurePotential conflicts due to commission-based earnings
Regulation & CertificationOften holds CFP, CFA, or similar credentialsMay hold similar credentials but with additional licensing for commissions
Work EnvironmentIndependent or affiliated with fee-only firmsOften affiliated with firms selling financial products

Fee Only Financial Advisors charge clients directly for their advice without earning commissions, promoting transparency and reducing conflicts of interest. Fee-Based Financial Advisors, on the other hand, earn both fees and commissions, which can create potential conflicts. Understanding these differences helps clients choose advisors aligned with their interests and needs.

What are the key skills and qualifications needed to thrive as a fee only financial advisor?

To thrive as a Fee Only Financial Advisor, you need a solid background in financial planning, investment analysis, and regulatory compliance, often supported by a CFP or similar credential. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), portfolio management tools, and CRM systems is essential. Exceptional interpersonal skills, ethical judgment, and the ability to build trust are crucial soft skills in this role. These skills ensure that advisors provide unbiased, client-focused advice and build long-term relationships based on integrity and transparency.

How does a fee-only financial advisor get paid?

A fee-only financial advisor is paid directly by clients through transparent, flat fees or a percentage of assets under management. They do not receive commissions or incentives from product sales, ensuring unbiased advice based solely on client interests.

How to become a fee-only financial advisor?

To become a fee-only financial advisor, individuals typically earn a bachelor's degree in finance, economics, or a related field, and gain experience in financial planning or advising. Many pursue certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing an exam, and adhering to ethical standards. Licensing or registration with regulatory bodies may also be necessary depending on the services offered and jurisdiction.

What is a fee only financial advisor?

A fee-only financial advisor is a financial professional who is compensated solely by the fees paid directly by their clients, rather than earning commissions or incentives for selling specific products. This compensation structure is designed to reduce potential conflicts of interest, as the advisor’s only financial motivation is to provide advice that is in the best interest of the client. Fee-only advisors typically charge hourly, flat, or percentage-based fees for their services. Many people choose fee-only advisors for greater transparency and objective financial guidance.

How does a fee only financial advisor typically collaborate with other professionals to serve clients?

As a fee-only financial advisor, you will often work closely with professionals such as accountants, estate attorneys, and tax specialists to provide holistic financial planning for clients. This collaborative approach ensures that clients receive well-rounded advice tailored to their unique financial situations. Regular communication and coordination with these professionals is common, especially when developing tax strategies, estate plans, or handling complex investment portfolios. Being proactive in building and maintaining these relationships is crucial for delivering comprehensive and seamless client service.
What are popular job titles related to Fee Only Financial Advisor jobs in Bothell, WA? For Fee Only Financial Advisor jobs in Bothell, WA, the most frequently searched job titles are:
What cities near Bothell, WA are hiring for Fee Only Financial Advisor jobs? Cities near Bothell, WA with the most Fee Only Financial Advisor job openings:
Infographic showing various Fee Only Financial Advisor job openings in Bothell, WA as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $114,175 per year, or $54.9 per hour.

Sr. Associate Financial Planner

Mainspring Wealth Advisors LLC

Bellevue, WA • On-site

$75K - $83K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 days ago

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Job description

We are seeking a Senior Associate Financial Planner for our wealth management firm in our Bellevue, WA, Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and who want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our team and culture will desire to work in a collaborative environment, act in a fiduciary capacity for advisory relationships, and embrace technology.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. Strong understanding of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big-picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.

Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy
  • Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
  • Post-client meeting tasks, including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary
  • Assist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).
  • Deliver financial planning advice for high-net-worth clientele
  • Develop and manage ongoing client relationships independently
  • Portfolio maintenance and management in conjunction with the Lead Financial Planner

Key Qualifications:

  • Required FINRA registration, including Series 7 and 66 (or FINRA-recognized equivalents)
  • B.A. or B.S. degree
  • CFP ® or other industry designations/credentials
  • Self-starter, Organized with strong attention to detail
  • Strong financial and analytical skills
  • Able to work independently and keep the Planner aware of progress and hurdles

Mainspring Wealth Advisors LLC

11400 SE 8th St, Suite 260, Bellevue, WA 98004-6470

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.