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Part Time Financial Advisor Jobs in Bothell, WA (NOW HIRING)

U.S. Navy

Supply and Logistics Officer

Seattle, WA

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

U.S. Navy

Supply and Logistics Officer

Bellevue, WA

VOLED Region Advisors * The Naval Postgraduate School (NPS) * Navy War College (NWC) * USAF Air ... financial management, procurement and warehouse management. PART-TIME OPPORTUNITIES There are ...

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All JobsPart Time Financial Advisor JobsPart Time Financial Advisor Jobs in Bothell, WA

Part Time Financial Advisor information

See Bothell, WA salary details

$40.2K

$114.2K

$161K

How much do part time financial advisor jobs pay per year?

As of Jun 9, 2026, the average yearly pay for part time financial advisor in Bothell, WA is $114,175.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,800.00 and $146,400.00 per year, depending on experience, location, and employer.

What is the difference between Part Time Financial Advisor vs Part Time Financial Planner?

AspectPart Time Financial AdvisorPart Time Financial Planner
CertificationsCFP, Series 7, Series 66CFP, Series 7, Series 66
Work EnvironmentFinancial firms, banks, independentFinancial firms, independent, consulting
Employer & Industry UsageFinancial services, wealth managementFinancial planning, wealth management
Search & Comparison IntentYesYes

Both Part Time Financial Advisor and Part Time Financial Planner roles require similar certifications like CFP and Series 7. They often work in financial firms or independently within the wealth management industry. The main difference lies in terminology; 'Financial Advisor' is a broader term, while 'Financial Planner' emphasizes comprehensive financial planning services. Both roles are commonly searched for by individuals seeking part-time financial guidance.

What are the key skills and qualifications needed to thrive as a Part Time Financial Advisor, and why are they important?

To thrive as a Part Time Financial Advisor, you need strong analytical skills, financial expertise, and typically a bachelor's degree in finance or a related field, along with relevant certifications such as CFP or Series 7. Familiarity with financial planning software, CRM platforms, and investment analysis tools is crucial. Outstanding interpersonal communication, integrity, and the ability to build client trust are important soft skills in this role. These competencies enable advisors to deliver accurate, personalized financial guidance and maintain long-term client relationships, even on a part-time basis.

How do part-time financial advisors typically manage client relationships given their reduced hours?

Part-time financial advisors often use strategic scheduling and digital tools to stay responsive and accessible to their clients. They may prioritize regular check-ins, leverage client management software, and set clear expectations regarding their availability. Collaborating closely with full-time team members or support staff can also help ensure that clients receive timely service and advice. This approach allows part-time advisors to maintain strong client relationships while effectively balancing their workload.

What does a part time financial advisor do?

A part time financial advisor helps clients manage their finances, including investments, retirement planning, and budgeting, while working fewer hours than a full-time advisor. They may work with individual clients or small businesses, offering personalized advice based on financial goals and current market conditions. Part time financial advisors often have flexible schedules and may work independently or with a financial services firm. Their responsibilities can include assessing client needs, recommending financial products, and helping clients make informed financial decisions.
What are the most commonly searched types of Financial Advisor jobs in Bothell, WA? The most popular types of Financial Advisor jobs in Bothell, WA are:
What cities near Bothell, WA are hiring for Part Time Financial Advisor jobs? Cities near Bothell, WA with the most Part Time Financial Advisor job openings:
Part Time Financial Advisor jobs near you
Infographic showing various Part Time Financial Advisor job openings in Bothell, WA as of June 2026, with employment types broken down into 1% As Needed, 62% Full Time, 36% Part Time, and 1% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $114,175 per year, or $54.9 per hour.
Wealth Advisor - Banking Channel

Wealth Advisor - Banking Channel

Merit Financial Advisors

Seattle, WA • Remote

Full-time, Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

The Company:

Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.

Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.

Headquartered in Alpharetta, GA, with 39 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.

The position:

The Associate Vice President (AVP), Banking Channel operates as a high-touch, holistic wealth partner serving mass affluent, high-net-worth (HNW), and ultra-high-net-worth (UHNW) clients introduced through Merit’s bank relationships. This role must seamlessly integrate investment management, retirement planning, estate coordination, tax-aware strategies, and banking solutions into a cohesive client experience.

Responsibilities:

Bank Relationship Leadership

  • Serve as the primary wealth management representative within assigned bank markets.
  • Build and deepen relationships with retail, commercial, mortgage, and treasury teams.
  • Align wealth strategies with the bank’s deposit retention, lending growth, and client acquisition initiatives.
  • Conduct internal training and education sessions to enhance referral quality and financial literacy.
  • Act as a strategic growth partner to bank leadership.

Client Advisory & Relationship Management

  • Lead consultative discovery meetings with mass affluent, HNW, and UHNW clients.
  • Deliver comprehensive financial planning strategies encompassing:
  • Investment management
  • Retirement income design
  • Tax-aware planning
  • Estate and legacy coordination
  • Business succession and liquidity planning
  • Risk management solutions
  • Translate complex financial strategies into actionable, client-centered solutions.
  • Guide clients through proposal presentation, onboarding, and implementation.
  • Coordinate internal specialists to deliver a seamless, white-glove client experience.

Business Development & Growth

  • Drive organic growth through internal bank referrals and strategic community relationships.
  • Develop centers of influence connected to bank ecosystems (CPAs, attorneys, business advisors).
  • Maintain disciplined pipeline management from introduction to close.
  • Operate with a long-term relationship mindset rather than transactional focus.

Community & Financial Education

  • Deliver financial literacy workshops for bank clients and employees.
  • Represent Merit and partner banks in community-facing events.
  • Position wealth management as a strategic extension of the bank’s trusted relationship model.

*Please note the above job responsibilities may vary, grow, and change.

Salary + Benefits:

  • Competitive, based on experience
  • Medical Insurance
  • Dental/Vision Insurance
  • Life & Personal Accident Insurance
  • Short-term Disability Insurance
  • Long-term Disability Insurance
  • Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
  • 401(k) Plan with company matching
  • Paid Time Off (PTO) and paid holidays

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.

Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.

Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market

Compensation: Merit Financial Advisors offers competitive compensation based on experience, qualifications, location, and market data. Where required by applicable law, salary ranges will be provided during the hiring process.


Requirements:
  • 5+ years of experience in affluent/private wealth management or high-net-worth bank advisory.
  • Experience working within or alongside banking institutions preferred.
  • Bachelor’s degree in finance, Business, Economics, or related field or equivalent work experience.
  • Series 65 or Series 7 & 66 – preferred.
  • Established success serving HNW/UHNW clients.
  • Strong relationship-building skills across internal bank stakeholders.
  • Holistic planning expertise beyond investment management alone.
  • Ability to operate independently with an ownership mentality.
  • Strategic thinking aligned to bank growth objectives.
  • Advanced communication skills with executive presence.
  • Comfort wearing multiple hats within a growth-oriented platform.
  • Ability to understand banking terminology and balance sheet dynamics while thinking holistically.