Top 75 Associate financial 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
Quick Apply
Associate Financial Advisor
Edward Jones —Edmonds, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
23h
Associate Financial Advisor
Edward Jones —Kenmore, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Paid training
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
Quick Apply
5d
Finance Associate
CBRE —Seattle, WA
- $53,000 - $75,500 a year
- Full-time
- High school diploma or GED
- Bachelor's degree
- Continuous improvement
4d
Financial Advocacy Associate
Valley Medical Center —Renton, WA
- $24.92 - $41.65 an hour
- Full-time
- Microsoft Word
- Microsoft Outlook
- Hospital
Investment Associate
Brighton Jones —Seattle, WA
- $100,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Data analysis skills
- No experience needed
- Paid parental leave
- Paid holidays
Associate Trader, Fixed Income
Russell Investments —Seattle, WA
- $100,000 - $120,000 a year
- Full-time
- Research
- Mid-level
- Office
- Health insurance
Associate Financial Advisor
Robert W. Baird —Seattle, WA
- $71,800 - $97,100 a year
- Mid-level
- Office
- 3 years
- Opportunities for advancement
8d
Associate Payment Advisor (Payments Associate)
KeyBank National Association —Seattle, WA
- $63,000 - $96,000 a year
- Full-time
- Hybrid work
- Computer Science
- Mid-level
- Office
13d
Trust Associate
D.A. Davidson —Seattle, WA
- $23 - $27 an hour
- Overtime
- Research
- Office
- Microsoft Office
- Paid holidays
- Health insurance
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 Trader/Trader - Currency
Russell Investments —Seattle, WA
- $100,000 - $140,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Health insurance
14d
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
13d
Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA
Thrivent —Bellevue, WA
- $70,000 - $105,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
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
Quick Apply
Associate - Ascend National Wealth Advisors
Thrivent —Bellevue, WA
- Full-time
- Microsoft Word
- Microsoft Excel
- Research
- Paid time off
- 401(k) matching
Quick Apply
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
Quick Apply
Registered Branch Associate
Edward Jones —Edmonds, WA
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
Sr. Associate Financial Planner #ESF6505
ExpertHiring —Bellevue, WA
- $75,000 - $83,000 a year
- Full-time
- Bachelor of Science
- Research
- Mid-level
Quick Apply

I want to receive the latest job alert for associate financial in seattle wa

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

Thrivent -
Seattle, WA

Quick Apply

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.

Quick Apply

Refine Your Search

associate financial jobs in seattle wa

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

Associate Financial Advisor

Associate Financial Advisor

Wealth Planning Associate

Finance Associate

Financial Advocacy Associate

Investment Associate

Associate Trader, Fixed Income

Associate Financial Advisor

Associate Payment Advisor (Payments Associate)

Trust Associate

Associate Client Advisor

Associate Trader/Trader - Currency

Wealth Management Associate

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

Associate Wealth Manager

Associate - Ascend National Wealth Advisors

Senior Associate Financial Advisor

Registered Branch Associate

Sr. Associate Financial Planner #ESF6505

I want to receive the latest job alert for associate financial in seattle wa

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected