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Professional Financial Jobs in Bothell, WA (NOW HIRING)

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Financial professionals in our supportive culture learn to achieve their financial goals first and then help families and individuals achieve theirs. In just 10-14 days our professionals are licensed ...

AI Finance Expert - Remote

Seattle, WA ยท On-site

$83 - $165/hr

No prior AI experience is required--your financial expertise, analytical skills, and professional judgment are what matter most. Key Responsibilities * Analyze, review, and edit AI-generated ...

AI Finance Expert - Remote

Seattle, WA ยท Remote

$100 - $200/hr

No prior AI experience is required--your financial expertise, analytical skills, and professional judgment are what matter most. Key Responsibilities * Analyze, review, and edit AI-generated ...

AI Finance Expert - Remote

Seattle, WA ยท Remote

$100 - $200/hr

No prior AI experience is required--your financial expertise, analytical skills, and professional judgment are what matter most. Key Responsibilities * Analyze, review, and edit AI-generated ...

Sales Assistant

Seattle, WA ยท On-site

$21.25 - $28/hr

Sales professionals: this may be one of the most overlooked opportunities in financial services. The life insurance industry is changing fast. Millions of families are still uninsured or underinsured.

New

Financial Advisor

Bellevue, WA ยท On-site

$53K - $83K/yr

As a Financial Advisor with Ameriprise, you'll help shape your clients' financial futures for each ... Follow high standards of business and professional ethics and legal and regulatory requirements ...

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Professional Financial information

See Bothell, WA salary details

$43K

$106.8K

$163.2K

How much do professional financial jobs pay per year?

As of Sep 2, 2026, the average yearly pay for professional financial in Bothell, WA is $106,764.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,400.00 and $124,100.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Bothell, WA?

The most popular types of Financial jobs in Bothell, WA are:

What cities near Bothell, WA are hiring for Professional Financial jobs?

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

$100 - $250/hr

Other

Medical, Dental, Vision, Retirement

Posted yesterday

New


Job description

We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.

Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.

This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.

Qualifications
  • Candidates must have a four-year degree and the CFP designation
  • 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm
  • Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis
  • Unquestioned commitment to integrity in personal and professional activities
  • Highly motivated with ability to function well in a fast-paced environment
  • Self-starter by nature
  • Excellent organizational, leadership, communication and presentation skills
  • Able to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.
Compensation
  • Competitive salary with the potential to transition to a revenue share with unlimited income potential
  • Benefits: Medical (HSA and FSA), Vision, Dental, and Disability Insurance for employee are 100% paid for by the company
  • 401(k) Plan + match
  • Salary range: $100,000 โ€“ $250,000
Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them.

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