ZipRecruiter

Log In

1

Financial Associate Jobs in Renton, WA (NOW HIRING)

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a ...

Jamba Juice

Associate Financial Advisor

Bellevue, WA · On-site

The Associate Financial Advisor will lead client meetings independently and partner with other advisors when appropriate, execute the practice's client service model, contribute to comprehensive ...

Pwc

Oracle Cloud Finance - Senior Associate

Seattle, WA · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

ABM Industries, Inc.

Senior Financial Analyst

Seattle, WA · On-site

$90K - $110K/yr

The Senior Finance Associate will serve as a key finance partner to a designated region, with primary responsibility for leading the month-end close process and supporting ongoing financial ...

KeyBank

Financial Wellness Associate

Seattle, WA · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

KeyBank

Financial Wellness Associate

Seattle, WA · On-site

Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship. * Acts as a resource to ...

previous pagenext page

Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Renton, WA

Financial Associate information

See Renton, WA salary details

$34.3K

$79.2K

$155.2K

How much do financial associate jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial associate in Renton, WA is $79,155.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,200.00 and $86,600.00 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?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed 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 Renton, WA?

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

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

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Renton, WA as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 85% Physical, 4% Hybrid, and 11% Remote job distribution, with an average salary of $79,155 per year, or $38.1 per hour.

Associate Financial Advisor

Issaquah, WA • On-site

Jambalaya Group
See more jobs at Jambalaya Groupexternal

$85K - $95K/yr

Other

Medical, Retirement, PTO

Re-posted 21 days ago

Job description

Associate Financial Advisor (AFA)

Location:Issaquah, WA | Full-Time

Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team.

This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position.Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.

About the Practice

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships —not transactional sales. Our culture is collaborative, entrepreneurial, and client-first.We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.

Key Responsibilities

Client Relationship Development & Ownership

  • Partner with senior advisors in client meetings and progressively take the lead on client relationships
  • Build long-term relationships through proactive communication and personalized planning support

Financial Planning & Implementation

  • Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
  • Translate complex concepts into clear, actionable guidance for clients

Meeting Preparation & Follow-Up

  • Coordinate materials, action items, and execution to ensure exceptional client experience

Team Collaboration

  • Work closely with advisors and staff to deliver consistent, high-quality service

Equal Opportunity Employer
We welcome 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.

Ideal Candidate Profile

Required Qualifications

  • Bachelor’s degree
  • Minimum of 3+ years of client-facing financial services experience

Preferred

  • Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
  • Washington Life & Health preferred
  • Ameriprise experience, (not required)

Professional Strengths

  • Strong relationship-builder who enjoys working directly with clients
  • Organized, detail-oriented, empathetic, and confident
  • Comfortable engaging new clients and growing relationships

Career Mindset

  • Seeking a long-term role with increasing responsibility and partnership potential
  • Thrives in a collaborative, entrepreneurial practice environment

Compensation & Benefits

Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience)
Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.

Benefits Include:

  • Health insurance
  • Simple IRA retirement plan
  • Paid time off and paid holidays

Schedule:Monday–Friday, standard business hours (no evenings or weekends)
Work Environment:In-office with limited hybrid flexibility after training period

#J-18808-Ljbffr

Apply