Top 5 Associate financial planner Jobs in Spokane Wa

Associate Financial Planner
Quantum Financial Planning —Spokane, WA
- $62,500 - $82,500 a year
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
12d
Trust Associate
Northwest Trustee & Management Services, LLC —Spokane, WA
- $22 - $28 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Quick Apply
3d
Business Development Associate
De Vere Group —Opportunity, WA
- Research
- Business development
- Financial services
Associate Financial Advisor
LPL Financial —Spokane, WA
- $74,700 - $124,500 a year
- Full-time
- Microsoft Excel
- Mid-level
- 3 years
- Health insurance
- Paid time off
Quick Apply
Associate - West Advisor Group - NPA
Thrivent —Spokane, WA
- Research
- Mid-level
- Administrative experience
Quick Apply

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
Quick Apply
Associate Financial Advisor
Jambalaya Group —Worthington, OH
This position is ideal for someone who has financial services experience and wants to develop their advisory skills without the immediate pressure to build a…
$75,000 - $90,000 a year
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10d

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Associate Financial Planner

Quantum Financial Planning -
Spokane, WA

Quick Apply

Job Details

Full-time
$62,500 - $82,500 a year
12 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Financial planning services
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Teamwork
Interpersonal skills
Financial analysis
Bachelor's degree
Attention to detail

Full Job Description

Build Relationships. Make an Impact. Grow Into an Advisor.

At Quantum Financial Planning, we help successful individuals and families make confident financial decisions and live meaningful lives.

We're looking for a high-capacity, relationship-oriented professional who wants to build a long-term career in financial planning. This position is ideal for someone who enjoys working with people, thrives in a collaborative environment, and wants to develop into a trusted financial planner.

You'll work directly with experienced planners, participate in client meetings, and help deliver an exceptional client experience while developing the technical and relationship skills needed for future planner opportunities.

What You'll Do

As part of a Diamond Team, you will play a critical role in supporting client relationships and helping deliver a best-in-class financial planning experience.

Client Relationship Support

Attend client meetings alongside Lead and Senior Advisors
Build meaningful relationships with clients through ongoing communication and support
Serve as the primary meeting support partner for your Diamond Team
Capture detailed meeting notes and manage follow-up tasks to completion
Respond to client emails promptly, professionally, and thoroughly
Coordinate client requests across planning and operations teams
Help create a seamless, proactive, and highly personalized client experience

Financial Planning & Analysis

Prepare financial plans and planning analyses under the guidance of Senior and Lead Planners
Gather, organize, and maintain client financial information
Assist in developing recommendations related to all areas of comprehensive financial planning
Use financial planning software to model scenarios and evaluate planning recommendations
Review client data to identify planning opportunities, risks, and action items
Help prepare client-facing deliverables, including financial plans, planning summaries, and meeting materials
Participate in internal strategy discussions regarding client recommendations
Assist with onboarding new clients and implementing planning recommendations
Develop a deep understanding of financial planning concepts and their practical application to real client situations

Organization & Team Support

Maintain accurate client records and CRM documentation
Track client action items and ensure timely completion
Follow established workflows and processes
Collaborate closely with planners, client service professionals, and operations team members
Continuously develop your knowledge, skills, and capabilities as you progress toward becoming a Lead Planner

We're Looking For Someone Who Is

Intelligent and naturally curious
Warm, professional, and relationship-focused
Highly organized and detail-oriented
An excellent communicator
Coachable and eager to learn
Proactive and accountable
Interested in a long-term career in financial planning

Required Qualifications

Bachelor's degree
0-3 years of professional experience
CFP® coursework completed or willingness to pursue CFP® certification
Series 65 license or willingness to obtain

Why Quantum?

Clear career path toward becoming a Financial Planner
Direct mentorship from experienced planners
Collaborative team culture
Meaningful client relationships
Professional development support
Opportunity to make a real impact on clients' lives

Compensation & Benefits

$62,500-$82,500 annual salary
Bonus opportunity
Health, dental, and vision insurance
401(k) with employer contribution
Paid time off
CFP® and professional development support

Pay: $62,500.00 - $82,500.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Financial planning services
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

associate financial planner jobs in spokane wa

Associate Financial Planner

Trust Associate

Business Development Associate

Associate Financial Advisor

Associate - West Advisor Group - NPA

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