Junior Financial Advisor — Mentored Growth Path

AFG Financial; Mukilteo (WA); On-site; USD 48,000 - 64,000; Full time

Job summary

AFG Financial Services is seeking a Jr Advisor to join our Mukilteo, WA team. This full-time, on-site role supports senior advisors in delivering financial planning and investment advisory services to clients, including gathering client information, preparing reports, and assisting with plan development.

You will help analyze investment options, insurance needs, retirement strategies, and cash flow while maintaining accurate client records and coordinating with internal and external partners,

Qualifications

• Foundational knowledge in personal finance, investments, and retirement planning.
• Strong analytical and research skills to interpret financial data and prepare client reports.
• Clear written and verbal communication skills for client interaction and documentation.
• Proficiency with office productivity tools (spreadsheets, presentation software, CRM systems).
• Strong organizational and time management skills to handle multiple client tasks and deadlines.
• Bachelor’s degree in finance, economics, business, accounting, or related field, or equivalent experience.
• Progress toward CFP, CFA, CPA, ChFC, CLU or related certifications is beneficial.
• Ability to work ethically with confidential information and regulatory requirements in a team setting.

Responsibilities

• Gather and organize client financial information and prepare reports.
• Assist with plan development and support client meetings with note-taking and follow-up.
• Analyze investment options, insurance needs, retirement strategies, and cash flow considerations.
• Maintain accurate client records in firm systems and coordinate with internal and external partners.
• Contribute to a professional, compliant, and client-focused environment.

Skills

Personal finance knowledge

Investment knowledge

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in finance/economics/business

Tools

CRM systems

Spreadsheet software

Presentation software

Job description

AFG Financial Services is seeking a Jr Advisor to join our Mukilteo, WA team. This full-time, on-site role supports senior advisors in delivering financial planning and investment advisory services to clients, including gathering client information, preparing reports, and assisting with plan development.

You will help analyze investment options, insurance needs, retirement strategies, and cash flow while maintaining accurate client records and coordinating with internal and external partners,