Associate Financial Advisor
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Job Location:
Issaquah, WA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Associate Financial Advisor (AFA)
Location: Issaquah WA
Schedule: Full-time
Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice Steller Wealth Planning a Private Wealth Advisory Practice of Ameriprise Financial is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team.
This is a highly client-facing role designed for an experienced fully licensed advisor who is eager to grow organically within a well-established practice. The position offers a clear long-term path including gradual responsibility for existing client relationships and the opportunity to become a future business partner.
About the Practice
We serve a client base with a strong emphasis on comprehensive planning coaching and meaningful long-term relationships rather than transactional work. Our culture is collaborative non-corporate and relationship-driven and we place a high value on trust continuity and client experience.
Responsibilities
- Client Relationship Management: Build and deepen relationships with new and existing clients through proactive communication personalized service and ongoing financial planning support.
- Meeting Preparation and Follow-Up: Prepare for client meetings coordinate materials and ensure timely and thorough follow-up on action items.
- Financial Planning and Implementation: Assist with and deliver financial planning investment and insurance solutions aligned with client goals.
- Client Education: Clearly explain strategies and recommendations to help clients make informed confident decisions.
- Practice Collaboration: Work closely with advisors and team members to deliver a consistent high-quality client experience and support the long-term growth of the practice.
- Marketing: Develop and maintain professional referral relationships. Proactively engage in outreach and networking to identify prospective clients.
Ideal Candidate Profile
- Education: Bachelors degree required.
- Experience: 5 years of experience in a client-facing financial services role.
- Licensing: Fully licensed (Series 7 Series 66); Washington Life & Health Insurance license preferred.
- Background: Ameriprise experience preferred but not required.
- Energized by engaging with new clients and starting new relationships.
- Client Focus: Strong relationship-builder who values depth of relationships over aggressive business development.
- Professional Traits: Organized detail-oriented empathetic and confident working directly with clients.
- Cultural Fit: Thrives in a teamwork driven entrepreneurial environment and enjoys working collaboratively.
- Career Alignment: Seeking a long-term role with the potential for partnership.
Compensation & Benefits
- Base Salary: Competitive base salary ($75000 commensurate with experience).
- Exempt
- Bonus Opportunities: uncapped bonus potential based on performance and contribution.
- Benefits:
- Health insurance
- Simple IRA retirement plan
- Paid time off and paid holidays
- Monday-Friday standard business hours; no evenings or weekends.
- In-office role with the opportunity for limited hybrid flexibility after an initial training period.
How to Apply
If you are an experienced financial professional seeking a long-term opportunity within a well-established relationship-driven advisory practice please submit your resume and a cover letter outlining your experience and interest in this role.
Equal Opportunity Employer
We are an equal opportunity employer and welcome applicants from all backgrounds.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Ameriprise – Troy/Novi, MI – an Ameriprise Financial advisory practice is seeking a fulltime Paraplanner to join our innovative and dynamic team. At Ameriprise ...
