Associate Financial Advisor — Path to Partnership

Jambalaya Group; Issaquah (WA); On-site; USD 85,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Simple IRA retirement plan

Paid time off and paid holidays

Job summary

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our collaborative, client-focused team in Issaquah, WA. This role is designed for growth into leading client relationships, contributing to revenue growth, and developing into a long-term leader with potential equity ownership within the practice.

You will work with senior advisors to deliver financial plans, investment strategies, and insurance solutions, while

Qualifications

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

Responsibilities

• Client Relationship Development & Ownership: Partner with senior advisors in client meetings and progressively take the lead on client relationships.
• Financial Planning & Implementation: Deliver financial plans, investment strategies, and insurance solutions aligned with client goals.
• 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.

Education

Bachelor’s degree

Job description

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to join our collaborative, client-focused team in Issaquah, WA. This role is designed for growth into leading client relationships, contributing to revenue growth, and developing into a long-term leader with potential equity ownership within the practice.

You will work with senior advisors to deliver financial plans, investment strategies, and insurance solutions, while