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Financial Planning Associate Jobs in Seattle, WA

Mainspring Wealth Advisors LLC

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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 our Bellevue ... 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 ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

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.

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

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.

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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 21, 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 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $75,658 per year, or $36.4 per hour.

Sr. Associate Financial Planner

Mainspring Wealth Advisors LLC

Bellevue, WA • On-site

$75K - $83K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

We are seeking a Senior Associate Financial Planner for our wealth management firm in our Bellevue, WA, Office. Candidates who currently have a CFP® (or equivalent), who thrive in a small firm environment, and who want to be involved in all aspects of the business are of high interest to us. At Mainspring Wealth Advisors, we emphasize care for our clients and are looking for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our team and culture will desire to work in a collaborative environment, act in a fiduciary capacity for advisory relationships, and embrace technology.

Position Overview

This is a professional position that will primarily focus on supporting one of the Financial Planners directly in managing existing and new client relationships. You will be expected to assist in various projects, including portfolio reviews and preparing financial projections using Microsoft Office and company software. Strong understanding of portfolio allocation, investment management, and general financial planning is expected. The Financial Planner will be available to provide mentoring and big-picture direction, but you are expected to have the foresight and ability to work independently and anticipate firm needs and client questions.

Responsibilities:

  • Assist Financial Planner in preparing for and conducting client meetings and regularly monitor clients’ financial situations with attention to detail and accuracy
  • Involvement in all aspects of pre-client meeting activities, including data gathering, preparation of meeting agendas, client paperwork, Investment Policy Statements, and asset allocation.
  • Post-client meeting tasks, including performing financial situation analysis and coordinating planning implementation with outside professionals if necessary
  • Assist in trading and rebalancing of client investment accounts (including one-off trades, raising cash, bi-weekly rebalances, and tax loss harvesting).
  • Deliver financial planning advice for high-net-worth clientele
  • Develop and manage ongoing client relationships independently
  • Portfolio maintenance and management in conjunction with the Lead Financial Planner

Key Qualifications:

  • Required FINRA registration, including Series 7 and 66 (or FINRA-recognized equivalents)
  • B.A. or B.S. degree
  • CFP ® or other industry designations/credentials
  • Self-starter, Organized with strong attention to detail
  • Strong financial and analytical skills
  • Able to work independently and keep the Planner aware of progress and hurdles

Mainspring Wealth Advisors LLC

11400 SE 8th St, Suite 260, Bellevue, WA 98004-6470

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Mainspring Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. For use with financial professionals only.

Company Description

Mainspring Wealth Advisors, LLC is a fast-growing wealth management office with multiple locations in the Puget Sound area. At Mainspring Wealth Advisors LLC, we emphasize care for our clients, both internal and external, and are looking for candidates that not only want to learn from our experienced advisors, but also want to focus on strengthening our client relationships.