Associate Financial Advisor - Path to Equity & Partnership

Jambalaya Group; Issaquah, Northern (WA, KY); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Simple IRA retirement plan

Paid time off and holidays

Job summary

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to grow into leading client relationships and contributing to revenue growth. The role emphasizes long-term relationships, proactive planning, and collaboration within a client-first environment.

You will partner with senior advisors, deliver comprehensive financial plans, and translate complex concepts into clear guidance while expanding the client base and striving for

Qualifications

• Bachelor’s degree
• Minimum of 3+ years of client-facing financial services experience

Responsibilities

• 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
• Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
• Translate complex concepts into clear, actionable guidance for clients
• Coordinate materials, action items, and execution to ensure exceptional client experience
• Work closely with advisors and staff to deliver consistent, high-quality service

Skills

Client-facing

Relationship-building

Communication

Education

Bachelor's degree

Job description

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to grow into leading client relationships and contributing to revenue growth. The role emphasizes long-term relationships, proactive planning, and collaboration within a client-first environment.

You will partner with senior advisors, deliver comprehensive financial plans, and translate complex concepts into clear guidance while expanding the client base and striving for