Top 36 Associate financial advisor Jobs in Seattle Wa

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Remote
- Research
- Mid-level
- 3 years
- Retirement plan
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Senior Associate Financial Advisor
First Technology Federal Credit Union —Bellevue, WA
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
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Wealth Planning Associate
Everforth —Seattle, WA
- $90,000 - $115,000 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
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4d
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
7d
Associate Client Advisor
Bessemer Trust Company, N.A. —Seattle, WA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Associate Financial Advisor
Ameriprise Financial - Washington —Issaquah, WA
- $85,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
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Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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Associate Wealth Manager
Coldstream Wealth Management —Bellevue, WA
- $130,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid parental leave
- Paid holidays
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Registered Branch Associate
Edward Jones —Edmonds, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Associate Financial Advisor
LPL Financial —Edmonds, WA
- $82,200 - $137,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Paid time off
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Wealth Management Associate
Equitable Advisors LLC —Bellevue, WA
- $43,500 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
12d
J.P. Morgan Advisors - Senior Client Associate - Seattle, WA
JPMorganChase —Seattle, WA
- $80,168.40 - $99,900.00 a year
- Full-time
- Office
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Tuition reimbursement
Wealth Management Associate
Equitable Advisors —Seattle, WA
- $43,500 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle
Goldman Sachs —Seattle, WA
- $75,000 - $160,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Client Associate
U.S. Bank National Association —Woodinville, WA
- $24.23 - $32.31 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Wealth Management Associate - Retirement Benefits Group WA, Seattle Bellevue
Equitable Advisors —Bellevue, WA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Associate - Ascend National Wealth Advisors
Thrivent —Bellevue, WA
- Full-time
- Microsoft Word
- Microsoft Excel
- Research
- Paid time off
- 401(k) matching
Quick Apply

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Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Thrivent —Seattle, WA
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national…
$100,000 - $140,000 a year
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Wealth Planning Associate
Everforth —Seattle, WA
Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law,…
$90,000 - $115,000 a year
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4d

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associate financial advisor jobs near seattle wa

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Thrivent -
Seattle, WA

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Job Details

Full-time
$100,000 - $140,000 a year

Benefits

Retirement plan

Qualifications

Customer communication
Confidential information handling
Series 7
Financial product expertise
Life & Health Insurance License
Relationship building in financial sales
Experience practicing in the securities industry

Full Job Description

Meaningful work. Rewarding career.

Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.

Afton Union Financial Group in Seattle, WA is an independent financial services practice of Thrivent a values driven practice focused on building long term relationships and serving clients as an extension of their family and not just managing accounts but supporting lives. We are growing and adding an Associate Financial Advisor to our team.

In this role you will be working closely with a Lead Advisor to support clients through investment planning, insurance solutions, and ongoing relationship management. This role is highly collaborative and offers the opportunity to be deeply involved in client meetings, case preparation, marketing initiatives, and community building efforts with clients and prospects and offers a clear path for long-term growth. This is a full-time role that is a hybrid role (will consider remote candidates who reside in the Pacific or Mountain Time zone)

As an Associate Financial Advisor, you’ll be a resource for our financial advisors and provide support to the clients of Afton Union Financial Group, including:

Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
Facilitate and/or co-present product specific seminars and/or workshops as necessary
Identify criteria for fund selection and track against indexes, specifically for WRAP accounts
Participate in business planning for the Practice as needed
Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
Open and complete product applications
Conducting substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
Assist financial representatives in the preparation and follow up for the member/customer meetings
Collaborate with financial representatives to assist clients with product changes
Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
Additional responsibilities may be assigned in accordance with licensure and business needs

You will be employed/contracted by Afton Union Financial Group .

Desired Characteristics

Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Our ideal candidate is:

Motivated Self-Starter
Analytical thinker
Customer Service Focused
Clear and professional communication
Strong attention to detail and follow through

Requirements

Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration required
CFP preferred but not required
Proficiency with Money Guide Pro, Wealthscape, Morningstar and Salesforce highly desired
3-5 years of experience in Financial Services as a licensed Advisor
Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
Ability to maintain integrity of sensitive/confidential information
Basic understanding of the sponsoring financial advisor our products and services, and Thrivent Financial

External/Internal Dependencies

Must be able to work with all roles of the sponsoring financial advisor
Must be able to represent the organization in work with external clients
Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.

Compensation and Benefits

$100,000 - $140,000 Annual compensation
Simple IRA with Employer Match
Health Benefit Stipend offered

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Pay Transparency

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

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Refine Your Search

associate financial advisor jobs in seattle wa

Associate Financial Advisor - Afton Union Financial Group - Seattle, WA

Senior Associate Financial Advisor

Wealth Planning Associate

Associate Financial Advisor

Associate Client Advisor

Associate Financial Advisor

Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Associate Wealth Manager

Registered Branch Associate

Associate Financial Advisor

Wealth Management Associate

J.P. Morgan Advisors - Senior Client Associate - Seattle, WA

Wealth Management Associate

Trust Associate

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Seattle

Wealth Management Associate - Retirement Benefits Group

Wealth Management Client Associate

Wealth Management Associate - Retirement Benefits Group WA, Seattle Bellevue

Associate - Ascend National Wealth Advisors

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