The primary role of the Associate Wealth Advisor is to provide investment and relationship ... Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth ...
The primary role of the Associate Wealth Advisor is to provide investment and relationship ... Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth ...
Tax Credit Finance Associate Attorney (Historic & New Markets Tax Credits)
Seattle, WA · Hybrid
$370K - $385K/yr
Medical
Dental
Vision
Retirement
PTO
Review financial projections and transaction models * Conduct legal and transactional due diligence * Identify and resolve business and legal issues throughout the transaction lifecycle * Coordinate ...
Quick apply
Tax Credit Finance Associate Attorney (Historic & New Markets Tax Credits)
Seattle, WA · Hybrid
$370K - $385K/yr
Medical
Dental
Vision
Retirement
PTO
Review financial projections and transaction models * Conduct legal and transactional due diligence * Identify and resolve business and legal issues throughout the transaction lifecycle * Coordinate ...
Financial Consultant
Seattle, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Seattle, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Lakewood, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Lakewood, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Kent, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Kent, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Renton, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Renton, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Federal Way, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Federal Way, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Redmond, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Redmond, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Tacoma, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Tacoma, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Seattle, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Seattle, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Kirkland, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Kirkland, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Renton, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Renton, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Bellevue, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Bellevue, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Federal Way, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Federal Way, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Kirkland, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Kirkland, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Tacoma, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Tacoma, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Lakewood, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Lakewood, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Consultant
Auburn, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Quick apply
Financial Consultant
Auburn, WA · On-site
Medical
Dental
Vision
Life
Retirement
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide ...
Financial Associate information
See Kent, WA salary details
$34.4K - $45.5K
10% of jobs
$54.9K is the 25th percentile. Wages below this are outliers.
$45.5K - $56.5K
18% of jobs
The median wage is $66.1K / yr.
$56.5K - $67.5K
26% of jobs
$67.5K - $78.6K
19% of jobs
$81.3K is the 75th percentile. Wages above this are outliers.
$78.6K - $89.6K
11% of jobs
$89.6K - $100.6K
10% of jobs
$100.6K - $111.7K
3% of jobs
$111.7K - $122.7K
2% of jobs
$122.7K - $133.7K
1% of jobs
$133.7K - $144.8K
1% of jobs
$144.8K - $155.8K
0% of jobs
$34.4K
$79.4K
$155.8K
How much do financial associate jobs pay per year?
As of Aug 18, 2026, the average yearly pay for financial associate in Kent, WA is $79,440.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,400.00 and $86,900.00 per year, depending on experience, location, and employer.
What are the key skills and qualifications needed to thrive as a financial associate?
To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.
What are some common challenges financial associates face when managing multiple client portfolios?
Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What is the difference between Financial Associate vs Financial Analyst?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used in investment analysis, asset management, and corporate strategy |
Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.
What does a financial associate do?
A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.
What are the most commonly searched types of Financial jobs in Kent, WA?
The most popular types of Financial jobs in Kent, WA are:
What job categories do people searching Financial Associate jobs in Kent, WA look for?
The top searched job categories for Financial Associate jobs in Kent, WA are:
What cities near Kent, WA are hiring for Financial Associate jobs?
Cities near Kent, WA with the most Financial Associate job openings:
Full-time
Re-posted 26 days ago
LPL Financial rating
7.4
Based on 72 frontline employees who took The Breakroom Quiz
117th of 150 rated financial services
Job description
The primary role of the Associate Wealth Advisor is to provide investment and relationship management support to a senior advisor or team of advisors, including any and all daily, monthly, and annual research & reporting tasks to support the end-client's needs. The senior advisor will be responsible for the development of the Associate Wealth Advisor. The Associate Wealth Advisor helps the advisor maintain his or her practice and contribute to the business development, as well as manage a portion of the client book of business. The Associate Wealth Advisor will also be responsible for managing and growing their own assigned book of business.
The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.
Responsibilities:
Qualifications:
Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed
Pay Range:81,168.40 - 81,168.40
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
The ideal candidate will have a strong attention to detail, excellent customer services skills and a proven ability to adapt to a changing work environment.
Responsibilities:
- Support and manage a portion of client relationships in advisor team book of business
- Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
- Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
- Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
- Provide support for overall client relationship building, business development activities, and effective service model execution
- Perform business analytics as needed to support financial advisors in the growth of the business
- Participate in portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
- Attend sales meetings and assist with client prospecting and marketing
- Attend coaching sessions and training events to improve sales skills and industry knowledge
Qualifications:
- Proactive self-starter that is organized with a strong attention to detail and problem-solving skills. Strong time management with competing priorities
- Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
- Ability to analyze and research information with a logical approach to problem solving
- Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
- 3 years of experience in client service, within the finance sector preferred
- Bachelor's degree or equivalent in Finance or Business Administration preferred
Licenses Required: Series 7, Series 66 (or Series 63/65). Life & Health Insurance License or obtain Licenses in +/-120 days based on the number of licenses needed
Pay Range:81,168.40 - 81,168.40
The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
What LPL Financial employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About LPL Financial
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
San Diego, CA, US
Year founded
1989