Associate Financial Advisor

Issaquah, WA - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Associate Financial Advisor (AFA)

Location: Issaquah WA Full-Time

Are you a client-focused professional with experience in financial services whos ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice

Steller Wealth Planning a Private Wealth Advisory Practice of Ameriprise Financial is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative relationship-driven team.

This role is intentionally designed for an advisor who wants to grow into leading client relationships contributing to revenue growth and developing into a long-term leader and potential equity owner within the practice not a service-only position. Over time the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development.

About the Practice

We serve a loyal client base with a strong emphasis on comprehensive financial planning coaching and long-term relationships not transactional sales. Our culture is collaborative entrepreneurial and client-first. We focus on continuity trust and developing advisors who want to build a lasting career within one practice.

Key Responsibilities

Client Relationship Development & Ownership

Partner with senior advisors in client meetings and progressively take the lead on client relationships
Build long-term relationships through proactive communication and personalized planning support

Financial Planning & Implementation

Deliver financial plans investment strategies and insurance solutions aligned with client goals
Translate complex concepts into clear actionable guidance for clients

Meeting Preparation & Follow-Up

Coordinate materials action items and execution to ensure exceptional client experience

Team Collaboration

Work closely with advisors and staff to deliver consistent high-quality service

Ideal Candidate Profile

Required Qualifications

Bachelors degree
Minimum of 3 years of client-facing financial services experience

Preferred

Fully licensed (Series 7 & Series 66) preferred the practice will sponsor and support licensing for the right candidate if needed.
Washington Life & Health preferred
Ameriprise experience (not required)

Professional Strengths

Strong relationship-builder who enjoys working directly with clients
Organized detail-oriented empathetic and confident
Comfortable engaging new clients and growing relationships

Career Mindset

Seeking a long-term role with increasing responsibility and partnership potential
Thrives in a collaborative entrepreneurial practice environment

Compensation & Benefits

Base Salary: Competitive starting range of $85000$95000 (commensurate with experience)
Performance-Based Bonuses: Uncapped earning potential tied to client growth planning activity and revenue contribution and potential equity ownership.

Benefits Include:

Health insurance
Simple IRA retirement plan
Paid time off and paid holidays

Schedule: MondayFriday standard business hours (no evenings or weekends)
Work Environment: In-office with limited hybrid flexibility after training period

How to Apply

If you are an experienced licensed financial professional looking to build a long-term career within a high-quality advisory practice please submit your resume and cover letter outlining your experience and interest.

Equal Opportunity Employer
We welcome applicants from all backgrounds.

Required Experience:

Associate Financial Advisor (AFA)Location: Issaquah WA Full-TimeAre you a client-focused professional with experience in financial services whos ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth p...