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Financial Associate Jobs in Seattle, WA (NOW HIRING)

CBRE

Finance Associate

Seattle, WA · On-site

$75K/yr

About the Role As a CBRE Finance Associate, you will lead projects, implementations, and training ... This job is part of the Financial Strategy and Operations job function. They are responsible for ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Seattle, WA

Financial Associate information

See Seattle, WA salary details

$34.7K

$80.1K

$157K

How much do financial associate jobs pay per year?

As of Jul 6, 2026, the average yearly pay for financial associate in Seattle, WA is $80,084.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,900.00 and $87,600.00 per year, depending on experience, location, and employer.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills to help clients or organizations meet their financial goals.

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

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 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 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 work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use financial software and require strong analytical skills to help organizations manage their financial health effectively.
What are the most commonly searched types of Financial jobs in Seattle, WA? The most popular types of Financial jobs in Seattle, WA are:
What are popular job titles related to Financial Associate jobs in Seattle, WA? For Financial Associate jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Seattle, WA look for? The top searched job categories for Financial Associate jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Financial Associate jobs? Cities near Seattle, WA with the most Financial Associate job openings:
Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Seattle, WA as of June 2026, with employment types broken down into 75% Full Time, 23% Part Time, 1% Temporary, and 1% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $80,084 per year, or $38.5 per hour.
Associate - Ascend National Wealth Advisors

Associate - Ascend National Wealth Advisors

Thrivent Financial

Bellevue, WA

Full-time

Medical, Life, Retirement, PTO

Posted 26 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Organization/Business Overview:
Ascend National Wealth Advisors, an established financial services practice for Thrivent is looking to grow and support a full-time Financial Associate. By joining our existing team, you can leverage the skill set of a top producing veteran financial advisor, robust team infrastructure, and healthy opportunity pool to accelerate your career. If you have a heart for support, and a passion for helping others reach their financial goals, we'd like to connect with you.

Position Summary:

This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially.

Responsibilities:

  • Learn and understand the entire operation of Ascend National Wealth Advisors
  • Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry
  • Meet with new and existing clients to build a book of business and grow relationships
  • Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
  • Position products, services, and strategies to help clients gain financial clarity
  • Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date
  • Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
  • Participate in events to attract new clients and provide financial education to the local community
  • Research and respond to client inquiries
  • Finalize, submit, and track all client paperwork for account and application changes
  • Collaborate with Lead Advisor on complex scenarios
  • Schedule, prep, and document all your client meetings

Characteristics:

Our culture and people are special. We're looking for people who are-or want to become-part of the communities where our clients live, work and worship. Whether you're just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are:

  • Self-motivated, independent, and driven to succeed with a strong growth mindset
  • Motivated by helping others and relationship-oriented
  • A natural coach or guide with strong interpersonal skills
  • Passionate about living a life of generosity by serving others, not just selling products

Benefits:

  • Generous Paid Time Off
  • 401(k) with employer match

Position Requirements:

  • Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required
  • Five years' experience in the financial services industry, preferably as an advisor
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information

As part of Ascend National Wealth Advisors recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency





Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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