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Financial Advisor Trainee Jobs in Seattle, WA (NOW HIRING)

Bankers Life

Wealth Management Trainee

Tacoma, WA · On-site

$45K - $55K/yr

As a wealth management trainee on our team, you'll work one-on-one with clients to create ... Join our Financial Advisor Development Program today. We support you every step of the way: * No ...

First Command

Financial Advisor

Silverdale, WA · On-site

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Bellevue, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Tacoma, WA · On-site

$61K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

UNAVAILABLE

Financial Advisor

Tacoma, WA · On-site

$61 - $250/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Tacoma, WA

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Seattle, WA · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Seattle, WA

Financial Advisor Trainee information

See Seattle, WA salary details

$35.9K

$55.1K

$79.1K

How much do financial advisor trainee jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial advisor trainee in Seattle, WA is $55,148.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,400.00 and $59,200.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

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

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

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

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
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The most popular types of Financial Advisor jobs in Seattle, WA are:

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

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

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

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

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee 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 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $55,148 per year, or $26.5 per hour.

Financial Advisor Trainee

Ameriprise Financial

Edmonds, WA

$250K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 11 days ago

Key responsibilities

  • Support the team and obtain necessary licenses and credentials through shadowing experienced advisors and studying provided materials.

  • Gradually assume responsibility for designated client households and support succession planning for retiring advisors.

  • Deliver comprehensive financial planning, conduct client meetings, and provide ongoing portfolio guidance.

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

105th of 154 rated financial services

Job description

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Soundview Financial Group
A Private Wealth Advisory Practice of Ameriprise Financial Edmonds and/or Wenatchee, Washington. Are you relationship-driven and seeking a long-term opportunity within a collaborative team?
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Advisor Trainee to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.
This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the right candidate for long-term growth within the firm.
About the Practice
We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability - for both clients and team members.
We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.

Key Responsibilities

Client Relationship Transition & Continuity

  • While training, support the team and obtain necessary licenses and credentials. Estimated between six and twelve months. This includes shadowing experienced advisors, paid study time, and firm-provided licensing materials.

  • After training, gradually assume responsibility for designated client households.

  • Support succession planning for retiring advisors

  • Maintain high-touch service standards to ensure client retention and satisfaction

Financial Planning & Implementation

  • Deliver comprehensive financial planning and investment strategies

  • Conduct client meetings and provide ongoing portfolio guidance

  • Translate complex financial concepts into practical, client-friendly solutions

Practice Growth & Development

  • Identify opportunities to deepen existing client relationships

  • Contribute to revenue growth within the team structure

  • Support the long-term expansion and sustainability of the practice

Team Collaboration

  • Partner closely with senior advisors and operational staff

  • Maintain documentation, compliance standards, and CRM accuracy

Ideal Candidate Profile

Required Qualifications

  • Ability to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active securities and insurance licenses

  • Experience or documented education in financial services or wealth management

  • Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs

Preferred

  • Experience working with rural client communities

  • Ameriprise experience

Professional Strengths

  • Strong interpersonal and relationship-building skills

  • Comfortable serving clients in person and building long-term trust

  • Organized, proactive, and growth-oriented

  • Collaborative mindset within an ensemble practice model

Career Mindset

  • Seeking a long-term advisory role within a team practice and interested in future equity paths

  • Motivated by continuity, client stewardship, and sustainable growth

  • Interested in future leadership and expanded responsibility

Work Environment

  • Potential placement in Edmonds and/or Wenatchee

  • In-office presence required in either location

  • Team-oriented ensemble practice with locations in multiple states

  • Long-term succession planning opportunities

Compensation & Benefits

Base Salary: $50,000 - $85,000 - exempt while training, up to $250,000 (base plus bonus) after training
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include:

  • Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)

  • Safe harbor 401(k) plan with 6% match

  • Group life insurance

  • Paid Time Off - vacation policy, sick leave, holidays

  • Paid CE and professional designation education

Schedule: Monday-Friday, standard business hours Work Environment: In-office presence required; flexibility may be discussed based on location

How to Apply

If you are seeking a long-term opportunity with succession visibility and growth potential, please submit your resume and cover letter outlining your experience and interest.

Equal Opportunity Employer
Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

Base Pay Salary

The salary be $50,000 - $85,000/ year

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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