Associate Financial Advisor — Wealth Planning & Client Growth

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

Benefits offered by this job

Health Insurance

401(k) Plan

Group Life Insurance

Paid Time Off

CE and professional designation教育

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support succession planning, grow client relationships, and provide comprehensive financial planning from Edmonds and/or Wenatchee. This in-office role focuses on continuity of service for retiring advisors and long-term growth within the practice.

Ideal candidates bring securities licenses, wealth management experience, and a willingness to work in person in Edmonds or

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 gradually assume responsibility for designated client households.
• Maintain high-touch service standards to ensure client retention and satisfaction.
• Deliver comprehensive financial planning and investment strategies with client meetings and ongoing guidance.
• Identify opportunities to deepen existing client relationships and contribute to revenue growth.
• Collaborate with senior advisors and operational staff; maintain documentation and CRM accuracy.

Skills

Relationship-building

In-person client service

Collaborative teamwork

Job description

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Associate Financial Advisor to support succession planning, grow client relationships, and provide comprehensive financial planning from Edmonds and/or Wenatchee. This in-office role focuses on continuity of service for retiring advisors and long-term growth within the practice.

Ideal candidates bring securities licenses, wealth management experience, and a willingness to work in person in Edmonds or