Associate Financial Advisor - Wealth Growth (In-Office)

Jambalaya Group; Edmonds (WA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health Insurance (employer paid)

6% 401(k) match

Group life insurance

Paid Time Off

CE and designation education

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support succession planning and client continuity. The role focuses on transitioning client households and delivering ongoing portfolio guidance within a collaborative ensemble practice.

The position emphasizes long-term relationships, in-person service in Edmonds or Wenatchee, and growth toward greater responsibility within the team.

Qualifications

• Active securities and insurance licenses (Series 7 & 66, WA state insurance).
• Experience in financial services or wealth management.
• Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs.

Responsibilities

• Support succession planning for retiring advisors and transition designated client households.
• Deliver comprehensive financial planning and portfolio guidance to clients.
• Translate complex financial concepts into client-friendly solutions.
• Collaborate with senior advisors and maintain documentation, compliance standards, and CRM accuracy.

Skills

Interpersonal skills

Relationship building

In-person service

Job description

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support succession planning and client continuity. The role focuses on transitioning client households and delivering ongoing portfolio guidance within a collaborative ensemble practice.

The position emphasizes long-term relationships, in-person service in Edmonds or Wenatchee, and growth toward greater responsibility within the team.