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

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Bellevue, WA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Bellevue, WA

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Bellevue, WA

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Manage your client's financial plans to help them achieve their goals * Grow relationships with ... A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for ...

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Financial Advisor Manager information

See Renton, WA salary details

$40.5K

$114.9K

$162K

How much do financial advisor manager jobs pay per year?

As of Jun 11, 2026, the average yearly pay for financial advisor manager in Renton, WA is $114,883.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,400.00 and $147,400.00 per year, depending on experience, location, and employer.

What are some common challenges Financial Advisor Managers face when leading a team of advisors?

Financial Advisor Managers often encounter challenges such as balancing individual advisor development with team performance goals, managing diverse client portfolios, and keeping up with changing financial regulations. They must provide mentorship and ongoing training to help advisors achieve sales targets while maintaining ethical standards. Additionally, fostering a collaborative team environment and effectively implementing firm-wide strategies are crucial for both advisor satisfaction and client retention.

What are the key skills and qualifications needed to thrive as a Financial Advisor Manager, and why are they important?

To thrive as a Financial Advisor Manager, you need a solid background in finance, investment strategies, and team leadership, typically supported by a bachelor’s degree in finance or a related field and relevant certifications such as the CFP or Series 7/66 licenses. Familiarity with financial planning software, CRM platforms, and portfolio management tools is essential. Exceptional communication, coaching, and relationship-building skills set standout managers apart in guiding advisors and fostering client trust. These competencies are crucial for effectively leading advisory teams, ensuring regulatory compliance, and delivering superior client outcomes.

What is the difference between Financial Advisor Manager vs Financial Advisor?

AspectFinancial Advisor ManagerFinancial Advisor
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentOversees teams, manages client portfolios, strategic planningWorks directly with clients, provides financial planning and investment advice
Employer & Industry UsageFinancial firms, banks, wealth management companiesFinancial firms, banks, independent practices

The main difference is that a Financial Advisor Manager oversees a team of advisors and handles managerial responsibilities, while a Financial Advisor works directly with clients to develop financial plans. Both roles require similar certifications and often operate within the same industry environments.

What are Financial Advisor Managers?

Financial Advisor Managers are professionals who oversee a team of financial advisors, guiding them in providing financial planning, investment advice, and portfolio management services to clients. They are responsible for setting sales goals, ensuring compliance with regulations, mentoring advisors, and helping to develop client relationships. These managers also play a key role in training new advisors and implementing strategies to improve team performance. By combining leadership skills with a deep understanding of financial products and markets, they help ensure that both clients and advisors achieve their financial objectives.
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 Manager jobs in Renton, WA? For Financial Advisor Manager jobs in Renton, WA, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Manager jobs in Renton, WA look for? The top searched job categories for Financial Advisor Manager jobs in Renton, WA are:
What cities near Renton, WA are hiring for Financial Advisor Manager jobs? Cities near Renton, WA with the most Financial Advisor Manager job openings:
Financial Advisor Manager jobs near you

Associate Financial Advisor

Ameriprise Financial - Washington

Edmonds, WA • On-site

$90K - $125K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 19 days ago

Job description

Associate Financial Advisor
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial

Edmonds, Washington

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. In this role, you will focus on service rather than sales, acting as a trusted advisor to our clients while helping them achieve their financial goals.

Responsibilities:

  • Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
  • Meet with clients and prospects to discuss their financial goals, address their needs, and build lasting relationships while delivering exceptional service as a primary point of contact.
  • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Conduct diligent follow-up after meetings to address any outstanding issues or questions.
  • Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations. Provide well-researched investment recommendations aligned with clients' objectives.
  • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. Stay informed about market trends and investment opportunities to provide informed guidance to clients.
  • Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs and introducing additional services as appropriate.

Qualifications:

  • Bachelor’s degree required.
  • Two to three plus years of experience as a financial advisor.
  • Hold the Series 7, Series 66, and Life & Health licenses (or if one of these is needed, ability to obtain within two months).
  • CFP & APMA designation is a bonus.
  • Experience with MoneyGuide financial planning analysis software is a plus.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational and time-management abilities.

Compensation and Benefits:

    • Base compensation between $90,000-$125,000, commensurate with experience.
      • Exempt
    • Bonus opportunities based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply:

If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.

Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team!

Equal Opportunity Employer

Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.