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Financial Planning Associate Jobs in Seattle, WA

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

Financial Planner

Bellevue, WA · On-site

$100 - $125/hr

... 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 ...

Jambalaya Group

Associate Financial Advisor

Bellevue, WA · On-site

$100 - $125/hr

The Associate Financial Advisor will lead client meetings independently and partner with other ... Financial Planning & Implementation * Review client data, financial inventories, and preliminary ...

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

Financial Planning Associate information

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$15

$36

$77

How much do financial planning associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for financial planning associate in Seattle, WA is $36.37, according to ZipRecruiter salary data. Most workers in this role earn between $23.51 and $39.13 per hour, depending on experience, location, and employer.

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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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 August 2026, with employment types broken down into 84% Full Time, 13% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $75,657 per year, or $36.4 per hour.

Financial Planning Associate - Seattle, Vancouver, Redwood City (Hybrid)

EP Wealth Advisors

Seattle, WA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary
The Financial Planning Associate works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm's service offerings. 
Duties and Responsibilities

Client Relationship & Plan Development
Client Engagement: Work with advisors on clients with assets under management between $1 million and $2 million to build comprehensive financial plans. Consult with the Financial Planning Manager for clients with assets of $2 million and more complex financial plans.
Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress.
Team Support & Process Improvement
Process Management: Manage and maintain the financial planning process, including reviewing gathered data, inputting financial plans, creating assumptions, generating scenarios, and conducting internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Interns, guiding them in financial planning processes and firm culture.
Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites.

Strategic Involvement & Support
Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm's mergers and acquisitions efforts, including staff training and integration.
Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and market changes to ensure the firm's offerings remain competitive and up-to-date.

Training & Professional Development
Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.

Additional Responsibilities
Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
Service Offering Development: Join and actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm's capabilities in wealth management

Qualifications
Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the Certifications: Certified Financial Planner designation or coursework in progress toward meeting the experience requirement for the CFP. If not holding the CFP designation, Series 65 exam completion within 90 days of joining the firm.
Experience: 0-2 years of experience in financial services or a related field.
Technical Skills: Proficiency in financial planning software is preferred (e.g., Zoom, Microsoft Teams, Office Suite, Tamarac, eMoney, Money Guide Pro, Social Security Analyzer, Advisys, Zilculator, 
Holistiplan, Planner CS, Monday.com). Ability to learn and adapt to new systems and softwares. 
Client Relationship Skills: Strong ability to build and maintain long-term client relationships and provide tailored financial advice.
Communication Skills: Excellent written and verbal communication skills, with the ability to present complex financial strategies clearly.
Interpersonal Skills: Ability to work effectively within a team, demonstrating collaboration and relationship-building skills.
Independent Worker: Ability to work independently, managing multiple tasks and deadlines with minimal supervision.
Attention to Detail: Strong eye for detail, ensuring accuracy in all financial planning processes and documents.
Problem-Solving: Ability to address challenges quickly and effectively, ensuring client satisfaction and smooth workflow.
Education: Bachelor's degree
What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being.

  • 11 Paid Holidays + 2 floating holidays

  • 3 Weeks PTO

  • Paid Volunteer Time

  • Paid Parental Leave 

  • Flexible Work Schedule

  • Highly subsidized Health, Dental, and Vision Plans

  • 401k Retirement Account with company match contributions

  • Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance

  • Flexible Spending Accounts and Health Savings Accounts

  • Employee Financial Education

  • Employee Educational Expense Reimbursement

  • Employee Charitable Donations

  • Employee Referral Incentives

  • Employee Team Building Activities

  • Employee Assistance Program

$70,000 - $93,500 a year
EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. EP Wealth Advisors may use an AI-enabled interview assistant during your interview to transcribe and summarize the conversation for recruiting and interview documentation purposes. The transcript and summary may be reviewed by EP Wealth Advisors personnel involved in the hiring process. AI tools support human review and do not make final hiring decisions. You may opt out of use of the AI interview assistant. If you opt out, the AI assistant will not join the interview, and your decision will not negatively affect your candidacy. If you need a reasonable accommodation or alternative process, please contact [email protected].
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