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Financial Professional Associate Jobs in Spokane, WA

LPL Financial

Associate Financial Advisor

Spokane, WA · Remote

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... This is a unique opportunity for a driven professional who is passionate about client service ...

LPL Financial

Associate Financial Advisor

Spokane, WA · On-site

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding ... This is a unique opportunity for a driven professional who is passionate about client service ...

Sysco

Finance Associate - Corporate

Spokane, WA · On-site

... Finance Associate is responsible for general duties in support of the OpCo (operating company ... We offer our colleagues the opportunity to grow personally and professionally, to contribute to the ...

DataAnnotation

M&A Associate - AI Trainer

Spokane, WA · Remote

$50 - $100/hr

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

H&R Block

Tax Associate

Spokane Valley, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Cheney, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane Valley, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane Valley, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane Valley, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

H&R Block

Tax Associate

Spokane, WA · On-site

$14.45 - $18/hr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... as financial advising, insurance, retail sales, or professional services * Experience asking ...

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All JobsFinancial Professional Associate JobsFinancial Professional Associate Jobs in Spokane, WA

Financial Professional Associate information

See Spokane, WA salary details

$45K

$88.5K

$137K

How much do financial professional associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial professional associate in Spokane, WA is $88,473.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,600.00 and $121,300.00 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 cities near Spokane, WA are hiring for Financial Professional Associate jobs?

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

Financial Professional Associate jobs near you
Infographic showing various Financial Professional Associate job openings in Spokane, WA as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 89% Physical, 1% Hybrid, and 10% Remote job distribution, with an average salary of $88,473 per year, or $42.5 per hour.

Associate Financial Advisor

Spokane, WA • Remote

LPL Financial
Finance and Insurance • 1 - 5K employees

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

130th of 152 rated financial services

People enjoy working here

Good employer

Paid breaks

Learn more about LPL Financialexternal

Full-time

Medical, Retirement, PTO

Re-posted 10 days ago

Job description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview:

As an Associate Financial Advisor with Fulcrum Financial Group, a dynamic and rapidly expanding financial advisory firm nestled on Spokane's picturesque South Hill, you will work alongside a successful Advisor team to continue building your business and advancing your career toward becoming a Financial Advisor. In this role, you will support the delivery of personalized financial advice, comprehensive planning, and investment management solutions, while contributing to strong client relationships and the firm's continued growth.

You will have access to a network of knowledgeable industry professionals, mentors, and resources designed to support your development and help you reach your full potential. This is a unique opportunity for a driven professional who is passionate about client service, financial planning, and growing within a collaborative, high-performing team environment.

Responsibilities:

In this role, your primary responsibility is to help clients grow and protect their assetstoachieve their financial goals including, but not limited to:

  • Funding for a secure retirement

  • Funding for a child's or grandchild's education

  • Build referral pipelines and develop strong partnerships to help develop and grow client relationships

  • Analyze financial data received from clients andassistwith the development of investment strategies to meet their goals

  • Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.

  • Prepare and review client communications as well as forms and documents needed forcustomer accounts

  • Adhere to all Compliance and Legal requirements

  • Schedule appointments and prepare for meetings, answer routine client questions

  • Attend sales meetings andassistwith client prospecting and marketing

  • Attend coaching sessions and training events to improve sales skills and industry knowledge

  • Lead efforts to understand and thenutilizenew tools and resources to improve team productivity (e.g.,new technology, platform enhancements)

What are we looking for?

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

  • Bachelor's degree or equivalent working experience

  • 3+ years of direct client experience within the financial services industry

  • FINRA Series 7 and Series 66 (or Series 63 and 65) licenses

Core Competencies:

  • Strong understanding of financial planning principles, investment products, and retirement solutions.

  • Excellent communication (written and verbal) and interpersonal skills.

  • Highly organized with strong attention to detail and ability to manage multiple priorities.

  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.

  • Demonstrated ability to work independently and collaboratively in a fast-paced environment.

  • Client-centric mindset with a commitment to delivering outstanding service.

Preferences:

  • Life, Accident & Health insurance licenses preferred

  • CFP preferred but not required


Pay Range:

74,700.00 - 124,500.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

  • Innovative Environment:We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

  • Limitless Career Potential:Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

  • Unified Mission:We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

  • Impactful Work:Our size is just right for you to make a real impact. Learn more here!

  • Commitment to Equality:We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

  • Community Focus:We care for our communities and encourage our employees to do the same. Learn more here!

  • Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.comemail address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at(855) 575-6947.

EAC12.9.25

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