Client-Focused Associate Financial Advisor

Ameriprise Financial Services, LLC; Bellevue (WA); On-site; USD 100,000 - 125,000; Full time

Job summary

Allegiance Wealth Management is seeking a relationship‑oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role translates complex financial information into clear guidance and builds long‑term client relationships.

The Associate Financial Advisor will lead client meetings, support comprehensive financial planning, and help clients implement recommendations while working with other advisors and the client service team.

Qualifications

• Active FINRA Series 7 and Series 66 registrations.
• Active state life, accident, and health insurance licenses.
• Experience supporting or managing client relationships within wealth management or financial planning.

Responsibilities

• Prepare for and conduct client meetings independently or with another advisor; document decisions and follow‑ups.
• Clarify client goals and connect them to a comprehensive planning strategy.
• Manage day‑to‑day client needs and resolve service matters with the team.
• Present recommendations clearly and guide clients through implementation steps.
• Develop relationships with centers of influence to grow the practice.

Skills

FINRA Series 7

FINRA Series 66

Life/Health Insurance Licenses

Wealth Management Experience

Financial Planning Knowledge

Client Relationship Skills

Communication Skills

CRM Proficiency

Microsoft 365

Education

Bachelor's degree

Tools

CRM systems

Microsoft 365

Job description

Allegiance Wealth Management is seeking a relationship‑oriented Associate Financial Advisor to serve existing and new clients within a collaborative private wealth practice. This role translates complex financial information into clear guidance and builds long‑term client relationships.

The Associate Financial Advisor will lead client meetings, support comprehensive financial planning, and help clients implement recommendations while working with other advisors and the client service team.