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Financial Planning Associate Jobs in Seattle, WA

Cybercoders

Wealth Planning Associate

Seattle, WA

$90K - $115K/yr

Wealth Planning Associate About the Opportunity We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the ...

Raymondjames

Wealth Planning Associate

Issaquah, WA · On-site

$55K - $110K/yr

Position Overview The Wealth Planning Associate is a core member of our team-supporting client ... Prepare financial reports, spreadsheets, projections, and meeting materials. * Enter trades, orders ...

Mainspring Wealth Advisors LLC

Be Seen First

Sr. Associate Financial Planner

Bellevue, WA · On-site

$75K - $83K/yr

We are seeking a Senior Associate Financial Planner for our wealth management firm in both the ... Strong understanding of portfolio allocation, investment management, and general financial planning ...

Range

Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

... Associate (ECA) or similar * 4-8+ years experience in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant ...

Range

Senior Financial Planner

Bellevue, WA · On-site

$85K - $115K/yr

... Associate (ECA) or similar * 6-9+ years experience in a client-facing financial services roles * Experience with in depth tax planning and building tax projections for clients * Significant ...

LPL Financial

Associate Financial Advisor

Edmonds, WA · On-site +1

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you ... Strong understanding of financial planning principles, investment products, and retirement ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Seattle, WA

Financial Planning Associate information

See Seattle, WA salary details

$15

$36

$77

How much do financial planning associate jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for financial planning associate in Seattle, WA is $36.39, according to ZipRecruiter salary data. Most workers in this role earn between $23.56 and $39.13 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.
What are the most commonly searched types of Financial Planning jobs in Seattle, WA? The most popular types of Financial Planning jobs in Seattle, WA are:
What are popular job titles related to Financial Planning Associate jobs in Seattle, WA? For Financial Planning Associate jobs in Seattle, WA, the most frequently searched job titles are:
What job categories do people searching Financial Planning Associate jobs in Seattle, WA look for? The top searched job categories for Financial Planning Associate jobs in Seattle, WA are:
What cities near Seattle, WA are hiring for Financial Planning Associate jobs? Cities near Seattle, WA with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Seattle, WA as of July 2026, with employment types broken down into 83% Full Time, and 17% Part Time. Highlights an 100% In-person job distribution, with an average salary of $75,701 per year, or $36.4 per hour.

Wealth Planning Associate

Cybercoders

Seattle, WA

$90K - $115K/yr

Full-time

Medical, Vision, Retirement

Re-posted 2 days ago

Job description

Wealth Planning Associate

About the Opportunity

We are a growing, team-oriented financial services firm committed to delivering outstanding wealth management and financial planning solutions to the clients who trust us with their most important financial decisions. We operate with a fiduciary mindset and a deeply collaborative internal culture -- one that invests heavily in the growth, development, and well-being of our people. With a track record of steady expansion and a reputation built on integrity and excellence, we are adding a Wealth Planning Associate to our advisory team.

This is an excellent opportunity for someone who wants to sharpen their craft as a financial planner while working alongside seasoned advisors in a firm that takes professional development seriously. You will be embedded within an advisory team and report directly to the Director of Financial Planning.

Day-to-Day Responsibilities

-        Collaborate with financial advisors to gather, organize, and analyze client financial data in support of comprehensive wealth plans

-        Build and maintain financial plan models and reports, ensuring accuracy, clarity, and a polished presentation ready for client delivery

-        Prepare materials and supporting documentation for client meetings, including plan summaries, investment reviews, and strategy overviews

-        Stay current on regulatory developments, tax law updates, market trends, and financial planning best practices to ensure all work reflects up-to-date knowledge

-        Support advisors throughout client meetings, contributing to discussions and helping communicate planning recommendations

-        Work cross-functionally with internal departments to identify process improvements, support workflow efficiency, and help develop departmental best practices

-        Assist in identifying opportunities to deepen client relationships through thoughtful planning analysis and proactive follow-through

-        Contribute to departmental initiatives including continuing education, knowledge sharing, and internal strategy development

Required Skills and Qualifications

-        Bachelor's degree in Finance, Accounting, Economics, or a closely related discipline

-        3+ years of experience in financial planning, paraplanning, or a directly related role within a wealth management or advisory firm

-        Active progress toward or completion of the CFP (Certified Financial Planner) designation is strongly preferred

-        Proficiency with financial planning software platforms -- experience with eMoney, MoneyGuidePro, or similar tools is a plus

-        Strong analytical ability with experience interpreting and presenting complex financial data to both internal and client-facing audiences

-        Excellent written and verbal communication skills; comfort in a client-facing environment is essential

-        Highly organized, detail-oriented, and able to manage multiple priorities in a fast-moving team environment

-        Ability to work both independently and collaboratively -- comfortable owning deliverables while also functioning as a strong team contributor

-        No immigration sponsorship available for this position

Why This Role Stands Out

-        Join a firm with a clear fiduciary commitment and a culture built around doing right by clients and employees alike

-        Gain high-visibility experience working directly alongside senior advisors on complex, meaningful planning engagements

-        Competitive compensation in the $90K-$115K range with a strong total rewards package

-        Benefits include 401(k) with employer match, employer-funded HSA, medical and vision coverage, and robust continuing education support

-        Real room to grow -- the firm is expanding and actively supports career development for planners on the partner track

 #Enghp

- For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This job was first posted by CyberCoders on 07/01/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.Everforth CyberCoders is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications, and a virtual recruiter as part of the application process. A human recruiter reviews all results. Click here for details on our virtual recruiter .  Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Salary

$90000 - $115000 USD per year
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About CyberCoders

Sourced by ZipRecruiter

CyberCoders is a cutting-edge recruiting firm headquartered in Irvine, CA, US. The company operates within the technology industry, specializing in connecting talented professionals with suitable positions across a variety of sectors. Offering a broad spectrum of services, CyberCoders uses innovative, data-driven strategies and a proprietary matching technology to pair candidates with suitable job openings. Since its inception in 1999, CyberCoders has distinguished itself as an industry trailblazer. The company's mission is to deliver effective talent solutions, thus enabling both businesses and workers to achieve their goals.

Industry

Technology, communication and media

Company size

51 - 200 Employees

Headquarters location

Irvine, CA, US

Year founded

1999

Social media

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