Associate Financial Advisor

Ameriprise Financial Services, LLC; Mercer Island (WA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Ameriprise Financial Services, LLC on Mercer Island, WA seeks an Associate Financial Advisor to support financial advisors and deliver customized planning to clients. This is a full‑time hybrid role with a mix of in‑office and work‑from‑home days.

You will meet with clients, gather financial information, prepare proposals and planning documents, and help develop tailored strategies to meet client goals while maintaining accurate records and collaborating with team members to grow the business.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field preferred.
• Progress toward or completion with Series 7 & 66.
• Comfort with technology, including CRM systems, financial planning software, and standard office applications.
• Excellent communication and interpersonal skills for building trust-based client relationships.
• Bible-based Christian values are important.

Responsibilities

• Meet with clients to gather and analyze financial information and prepare proposals.
• Deliver comprehensive financial and retirement planning guidance to clients.
• Support advisors in client meetings and follow up on action items.
• Maintain accurate client records and regulatory/compliance documentation.
• Collaborate with team members to enhance client service and business growth.

Skills

Strong communication

Financial planning

Retirement planning

Finance and investments

Client relationships

Analytical skills

Organizational skills

Education

Bachelor's degree in finance, business, economics, or related field

Tools

CRM systems

Financial planning software

Office applications

Job description

Company Description Ameriprise Financial Services, LLC has been helping clients feel more confident about their financial future for over 130 years, offering investment advice, asset management, and insurance solutions. With a nationwide network of approximately 10,000 financial advisors and corporate locations across the U.S. and globally, Ameriprise serves a broad range of individual and institutional investors. The firm emphasizes informed decision-making, encouraging clients to consult financial advisors for personalized guidance. Investment products offered through Ameriprise involve market risk, are not federally insured, and may fluctuate in value. Ameriprise Financial Services, LLC is a registered investment adviser and a member of FINRA and SIPC, providing regulated securities and advisory services.

Role Description The Associate Financial Advisor role is a full-time hybrid position based in Mercer Island, WA, or Eugene, OR, with a mix of in-office and work-from-home days. This role supports financial advisors in meeting with clients, delivering comprehensive financial planning, retirement planning, and investment guidance to clients. Daily responsibilities include meeting with clients, gathering and analyzing client financial information, preparing proposals and planning documents, and assisting in the development of tailored strategies to meet client goals. The Associate Financial Advisor will participate in client meetings, follow up on action items, and help maintain ongoing client relationships through regular communication. Additional duties include maintaining accurate records, supporting compliance requirements, and collaborating with team members to enhance client service and business growth.

Qualifications

• A Bible believing follower of Jesus practicing Christian Values is very important.
• Strong communicational skill to conduct meetings for existing and new clients.
• Strong skills in Financial Planning and Retirement Planning to help design and implement client-focused strategies.
• Solid understanding of Finance and Investments to analyze portfolios and recommend appropriate solutions.
• Experience or aptitude in Financial Advisory to support advisors in client interactions and recommendations.
• Excellent communication and interpersonal skills for building trust-based client relationships.
• Analytical and organizational abilities to manage multiple client cases and maintain accurate documentation.
• Bachelor’s degree in finance, business, economics, or a related field preferred.
• Progress toward or completion with Series 7 & 66.
• Comfort with technology, including CRM systems, financial planning software, and standard office applications.