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Financial Professional Associate Jobs in Federal Way, WA

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Issaquah, WA Full-Time Are you a client-focused professional with experience in financial services ... Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team. This role is ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial ... Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team. This role is ...

New York Life Insurance

Be Seen First

Fast Track to Management

Bellevue, WA · On-site

$70K - $120K/yr

Phase 2 - Your transition to Associate Partner: After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner ...

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Financial Professional Associate information

See Federal Way, WA salary details

$49.7K

$97.7K

$151.3K

How much do financial professional associate jobs pay per year?

As of Aug 27, 2026, the average yearly pay for financial professional associate in Federal Way, WA is $97,714.00, according to ZipRecruiter salary data. Most workers in this role earn between $61,400.00 and $134,000.00 per year, depending on experience, location, and employer.

What is a financial professional associate?

Financial Professional Associates are entry-level financial advisors who work with clients to help them manage their finances, plan for their future, and achieve their financial goals. They typically assist with investment planning, retirement strategies, insurance needs, and other financial services. Financial Professional Associates often work under the supervision of more experienced advisors and receive training to develop their skills and knowledge in the financial industry. Their role is essential in guiding clients through complex financial decisions and building long-term relationships.

What are the key skills and qualifications needed to thrive as a financial professional associate?

To thrive as a Financial Professional Associate, you need a solid understanding of financial products, sales acumen, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM software, financial planning tools, and relevant licenses such as FINRA Series 6 or 7 and state insurance licenses are often required. Strong interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help build client trust and long-term relationships. These skills are essential for helping clients achieve their financial goals while ensuring compliance and fostering business growth.

What are some common challenges faced by financial professional associates when building their client base, and how can they overcome them?

Financial Professional Associates often encounter challenges in building a robust client base, especially early in their careers when they may lack an extensive personal network. Overcoming these obstacles typically involves proactive networking, leveraging mentorship opportunities, and utilizing company-provided resources such as training programs and marketing tools. Many successful associates focus on building trust with clients through education, transparent communication, and consistent follow-up. Developing a referral system and participating in community events can also help expand their reach and establish credibility within the financial services industry.

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

AspectFinancial Professional AssociateFinancial Advisor
Required CredentialsTypically Series 6/7, possibly life insurance licensesSeries 7, 66, or 65, and relevant licenses
Work EnvironmentSupport role in financial firms, assisting advisorsClient-facing, providing financial planning and investment advice
Employer & Industry UsageUsed in brokerage firms, banks, and financial institutionsUsed across independent and firm-affiliated financial planning practices

The main difference is that a Financial Professional Associate primarily supports financial advisors and handles administrative tasks, while a Financial Advisor directly interacts with clients to develop financial plans and investment strategies. The roles often require similar licenses initially, but their responsibilities and client engagement levels differ significantly.

What are the most commonly searched types of Financial Professional jobs in Federal Way, WA?

The most popular types of Financial Professional jobs in Federal Way, WA are:

What cities near Federal Way, WA are hiring for Financial Professional Associate jobs?

Cities near Federal Way, WA with the most Financial Professional Associate job openings:

Financial Professional Associate jobs near you

Associate Financial Advisor

Jambalaya Group

Issaquah, WA • On-site

$85K - $95K/yr

Full-time

Medical, Retirement, PTO

Re-posted 8 days ago

Job description

Associate Financial Advisor (AFA)
Location: Issaquah, WA Full-Time
Are you a client-focused professional with experience in financial services who's ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice?
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.
This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice - not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.
About the Practice
We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships - not transactional sales. Our culture is collaborative, entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.
Key Responsibilities
Client Relationship Development & Ownership
  • Partner with senior advisors in client meetings and progressively take the lead on client relationships
  • Build long-term relationships through proactive communication and personalized planning support

Financial Planning & Implementation
  • Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
  • Translate complex concepts into clear, actionable guidance for clients

Meeting Preparation & Follow-Up
  • Coordinate materials, action items, and execution to ensure exceptional client experience

Team Collaboration
  • Work closely with advisors and staff to deliver consistent, high-quality service

How to Apply
If you are an experienced, licensed financial professional looking to build a long-term career within a high-quality advisory practice, please submit your resume and cover letter outlining your experience and interest.
Equal Opportunity Employer
We welcome applicants from all backgrounds.
A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.
Requirements
Ideal Candidate Profile
Required Qualifications
  • Bachelor's degree
  • Minimum of 3+ years of client-facing financial services experience

Preferred
  • Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing for the right candidate if needed.
  • Washington Life & Health preferred
  • Ameriprise experience, (not required)

Professional Strengths
  • Strong relationship-builder who enjoys working directly with clients
  • Organized, detail-oriented, empathetic, and confident
  • Comfortable engaging new clients and growing relationships

Career Mindset
  • Seeking a long-term role with increasing responsibility and partnership potential
  • Thrives in a collaborative, entrepreneurial practice environment

Benefits
Compensation & Benefits
Base Salary: Competitive starting range of $85,000-$95,000 (commensurate with experience)
Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.
Benefits Include:
  • Health insurance
  • Simple IRA retirement plan
  • Paid time off and paid holidays

Schedule: Monday-Friday, standard business hours (no evenings or weekends)
Work Environment: In-office with limited hybrid flexibility after training period

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