LicenseCompass

Financial Planner License in Washington

Quick Answer

To obtain a Financial Planner in Washington, review the requirements from Department of Financial Institutions.

Background Check
Required

Requirements

Financial Planner license in Washington

bronze
Exam
Third-party exam required
Background Check
No criminal record prohibitions
Veterans Benefits
N/A - Not displayed

Licensing Agency

Department of Financial Institutions

Financial Planner Salary in Washington

Entry Level

$63,150

Median

$112,020

Experienced

$239,200

Source: Bureau of Labor Statistics. Salary data is for informational purposes only.

How to Get Licensed

Step-by-step roadmap to becoming a licensed Financial Planner in Washington.

  1. 1

    Submit Background Check

    No criminal record prohibitions

  2. 2

    Pass the Required Exam

    Third-party exam required

  3. 3

    Submit Your Application

    File your application with the licensing agency.

  4. 4

    Receive Your License

    Processing times vary. Check with your state licensing board for current timelines.

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Data from CareerOneStop (DOLETA/DEED). Last updated: February 14, 2026.