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Financial Advisor Assistant Jobs in Renton, WA (NOW HIRING)

Corebridge Financial

Financial Advisor - Seattle

Renton, WA · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own ...

RK Partners

Financial Advisor-Seattle, WA

Seattle, WA · On-site

$140K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

RK Partners

Financial Advisor-Seattle, WA

Seattle, WA

$140K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Financial Advisor We are working with a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-optimized investment management services. Using a ...

Mass Mutual NW

Financial Advisor

Seattle, WA · Remote

$75K - $125K/yr

MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Renton, WA

Financial Advisor Assistant information

See Renton, WA salary details

$32.1K

$61K

$102.4K

How much do financial advisor assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial advisor assistant in Renton, WA is $61,016.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,100.00 and $70,900.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What does an assistant to a financial advisor do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, managing client records, and conducting research on investment options. They often use financial planning software and require strong organizational and communication skills. The role may also involve handling administrative tasks and ensuring compliance with industry regulations.

What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

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

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

What are popular job titles related to Financial Advisor Assistant jobs in Renton, WA?

For Financial Advisor Assistant jobs in Renton, WA, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Renton, WA look for?

The top searched job categories for Financial Advisor Assistant jobs in Renton, WA are:

What cities near Renton, WA are hiring for Financial Advisor Assistant jobs?

Cities near Renton, WA with the most Financial Advisor Assistant job openings:

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant job openings in Renton, WA as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $61,016 per year, or $29.3 per hour.

Financial Advisor - Bellevue, WA

Country Financial

Bellevue, WA • On-site

Full-time

Re-posted 20 days ago

COUNTRY Financial rating

8.2

Company rating: 8.2 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

141st of 308 rated insurance

Job description

We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries.

The Career
COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As
independent contractors, they are in business for themselves but not by themselves, and they:

  • Diversify their income through multiple product lines beyond financial services.

  • Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services.

  • Educate clients and prospects about our products and services.

  • Collaborate with COUNTRY Financial Insurance Agents to secure business.

  • Establish an office and build a staff.

  • Conduct financial solution seminars.

  • Have the flexibility to manage their schedules to balance their careers and personal interests.

We Offer
Our financial advisors have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.

  • Access to continued learning and marketing resources.

  • Corporate office support.

  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity.

  • There is no buy-in required.

Qualifications
Successful COUNTRY Trust Bank Financial Advisors are:

  • Entrepreneurial and self-motivated.

  • Goal-driven with track records of business growth in the insurance and or financial services industry.

  • Strong communicators with excellent business acumen.

  • Committed to building and maintaining solid connections between their efforts and their rewards.

  • Focused on achieving professional success through securing clients' trust.

  • Passionate about making positive impacts in their communities.

Required Qualifications

  • Series 6/63 licenses

  • Passed SIE

  • Life/Health State Insurance License*

  • Property/Casualty State Insurance License*

Preferred Experience

  • Accredited Asset Management Specialist (AAMS)

  • Chartered Financial Analyst (CFA)

  • Certified Public Accountant (CPA)

  • Certified Financial Planner (CFP)

  • Chartered Financial Consultant (ChFC)

  • Bachelor's Degree

  • 2+ years of experience in the insurance and or financial services industry

  • 5+ years of business ownership or managerial experience

About Us

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.


Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

What COUNTRY Financial employees say

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