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Financial Operations Associate Jobs in Bellevue, WA

Ameriprise Financial

Associate Financial Advisor

Edmonds, WA · On-site

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate Financial Advisor (AFA) Soundview Financial Group A Private Wealth Advisory Practice of ... Partner closely with senior advisors and operational staff * Maintain documentation, compliance ...

Ten Gun Design, Inc.

Business & Operations Coordinator

Redmond, WA · On-site

$85K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Operations & Business Coordinator helps ensure financial accuracy, operational discipline, and ... Associate or Bachelor degree in Business Administration, Human Resources, Marketing or relevant ...

Ten Gun Design

Business & Operations Coordinator

Redmond, WA · Remote

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our Operations & Business Coordinator helps ensure financial accuracy, operational discipline, and ... Associate or Bachelor degree in Business Administration, Human Resources, Marketing or relevant ...

Asct

Program Operations Director

Seattle, WA · On-site

$133.33 - $210.72/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position reports to the Associate Vice President (AVP) for VIDD. This position works in ... Oversee financial operations for the program including forecasting, management, reporting ...

Morgan Stanley

Operations Analyst - Parametric

Seattle, WA · Hybrid

$28.85/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Operations Analyst - Parametric Parametric is hiring Operations Analysts across multiple Operations ... Associate degree or bachelor's degree preferred, with a concentration in Data Management, Finance ...

Nahse

Program Operations Director Seattle, Washington

Seattle, WA · On-site

$133.33 - $210.72/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

This position reports to the Associate Vice President (AVP) for VIDD. This position works in ... Oversee financial operations for the program including forecasting, management, reporting ...

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Showing results 21-40

All JobsFinancial Operations Associate JobsFinancial Operations Associate Jobs in Bellevue, WA

Financial Operations Associate information

See Bellevue, WA salary details

$12

$29

$60

How much do financial operations associate jobs pay per hour?

As of Aug 15, 2026, the average hourly pay for financial operations associate in Bellevue, WA is $29.62, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $34.18 per hour, depending on experience, location, and employer.

What is a financial operations associate?

Financial Operations Associates are professionals who support the financial activities of an organization, including managing transactions, reconciling accounts, processing invoices, and assisting with budgeting and reporting. They ensure that financial records are accurate and in compliance with regulations. Their role is crucial in maintaining the smooth operation of a company's financial processes and supporting the finance team with daily administrative and analytical tasks.

What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?

To thrive as a Financial Operations Associate, you need strong analytical abilities, attention to detail, and a foundational understanding of accounting or finance principles, often supported by a relevant degree. Familiarity with financial software such as Excel, ERP systems (like SAP or Oracle), and possibly certifications like CPA or CFA are highly valued. Excellent organizational skills, clear communication, and the ability to work collaboratively make someone stand out in this role. These skills ensure accurate financial processing, compliance, and effective coordination within a fast-paced finance environment.

What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Financial Operations Associates often navigate tight deadlines and high transaction volumes, which can make maintaining accuracy a challenge. They must pay close attention to detail when reconciling accounts, processing payments, and preparing financial reports to ensure compliance and avoid discrepancies. Additionally, collaborating with cross-functional teams such as accounting, compliance, and treasury requires strong communication skills to resolve issues efficiently. Adapting to frequent changes in regulations or internal processes is also a key aspect of the role.

What are the most commonly searched types of Financial Operations jobs in Bellevue, WA?

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

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

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

Financial Operations Associate jobs near you
Infographic showing various Financial Operations Associate job openings in Bellevue, WA as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 100% In-person job distribution, with an average salary of $61,611 per year, or $29.6 per hour.

Associate Financial Advisor

Ameriprise Financial

Edmonds, WA • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services

Job description

Associate Financial Advisor (AFA)
Soundview Financial Group
A Private Wealth Advisory Practice of Ameriprise Financial
Edmonds and/or Wenatchee, Washington
Are you a relationship-driven financial professional seeking a long-term advisory opportunity within a collaborative ensemble practice - without the requirement of bringing an existing book of business?
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) 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 advisor 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
  • Support succession planning for retiring advisors
  • Gradually assume responsibility for designated client households
  • 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
  • Active securities and insurance licenses (Series 7 & 66, WA state insurance)
  • Experience 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: $65,000 - $80,000 - exempt
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 a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé 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.

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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