Financial Advisor

Jambalaya Group; Issaquah (WA); Hybrid; USD 95,000 - 105,000; Full time

Benefits offered by this job

Health insurance

SIMPLE IRA retirement plan

Paid time off and paid holidays

Licensing sponsorship and professional

Job summary

Steller Wealth Planning in Issaquah, WA, is seeking a Financial Advisor to take ownership of established client relationships and grow within a collaborative wealth management team.

You will transition existing clients to the incoming advisor, progressively assuming primary responsibility while working with an experienced team to deliver comprehensive planning and guidance. This is a full-time role with potential leadership growth.

Qualifications

• Bachelor's degree required.
• Minimum 3 years of client-facing financial services experience.
• Knowledge of financial planning, investments, and relationship management.
• Strong communication and interpersonal skills for trusted client relationships.
• Organized, detail-oriented, and able to work independently with a collaborative team.

Responsibilities

• Transition established client relationships to the incoming advisor over time and serve as primary advisor.
• Lead or participate in client meetings, provide personalized financial guidance, and identify opportunities.
• Develop long-term relationships through proactive communication and consistent follow-through.
• Contribute to practice growth through referrals and new relationship development.
• Collaborate with team to deliver high-quality client service and ensure regulatory compliance.

Skills

Client relationships

Communication

Financial planning

Organized

Independent work

Education

Bachelor's degree

Tools

CRM software

Financial planning software

Job description

Financial Advisor

Steller Wealth Planning | Issaquah, WA | Full-Time

Base Salary: $95,000–$105,000 + Performance-Based Bonuses

Build Your Future with Established Clients, Meaningful Relationships, and a Healthy Work-Life Balance

Are you an experienced financial professional ready to take ownership of established client relationships, grow within a supportive team, and build a long-term advisory career?

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated, relationship-driven Financial Advisor to join our collaborative wealth management team.

This is not a traditional advisor opportunity focused solely on building a book of business from scratch. Our practice has an established client base and a strong support structure. You will progressively take responsibility for current clients while helping strengthen existing relationships and grow the practice.

A core part of this position is transitioning existing Steller Wealth Planning clients to the incoming Financial Advisor over time. Working alongside our experienced advisors, you will gradually assume primary responsibility for these relationships as you become familiar with clients and their planning needs. The role also offers a path toward greater leadership responsibilities and potential future equity ownership.

About Our Practice

At Steller Wealth Planning, we believe that exceptional financial advice begins with meaningful relationships.

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships rather than transactional sales.

What makes our practice different is the experience we have intentionally created for both our clients and our team. Imagine looking forward to coming to work: joining a close-knit, supportive group that values collaboration, mutual respect, a healthy work-life balance, and the opportunity to do meaningful work without sacrificing personal time.

Our advisors are supported by an established operational team, allowing them to focus on financial planning, developing client relationships, and delivering meaningful advice rather than managing every administrative detail independently.

We believe a sustainable, healthy work environment supports both exceptional client service and long-term career satisfaction. As we grow, we are committed to preserving our positive culture, balanced schedule, and the relationships that make this practice special.

Key Responsibilities

Client Relationship Management & Development

• Work alongside experienced advisors to transition established client relationships into your care, progressively becoming the primary advisor for current clients over time.
• Lead or participate in client meetings, providing personalized financial guidance and identifying opportunities to address evolving client needs.
• Build long-term relationships through proactive communication, thoughtful recommendations, and consistent follow-through.
• Develop relationships with prospective clients and contribute to the continued growth of the practice.

Financial Planning & Implementation

• Develop, present, and implement comprehensive financial plans addressing retirement, investments, insurance, and broader wealth management needs.
• Deliver financial planning and investment strategies aligned with clients' financial goals and circumstances.
• Translate complex financial concepts into clear, actionable guidance that helps clients make informed decisions.
• Identify additional planning opportunities within existing client relationships and coordinate implementation with the advisory and operations teams.

Practice Growth & Business Development

• Contribute to revenue growth through deepening existing relationships, client referrals, and new relationship development.
• Participate in practice growth initiatives while maintaining the relationship-focused approach that defines the client experience.
• Assume increasing responsibility for an existing portfolio of client relationships while contributing to referrals and new business development.

Team Collaboration & Client Experience

• Collaborate with advisors and support staff to deliver consistent, high-quality client service.
• Coordinate meeting preparation, follow-up activities, and implementation of planning recommendations.
• Leverage the practice's established support structure to ensure timely execution of client needs and a seamless client experience.
• Maintain accurate documentation and adhere to applicable regulatory and compliance requirements.

Who Will Thrive in This Role?

We are looking for more than someone who can deliver financial advice. We want a professional who enjoys building relationships, welcomes responsibility for existing clients, and values a positive, healthy team environment where people support one another and look forward to their work.

The ideal candidate:

• Has a long-term career mindset and is interested in growing into greater advisory and leadership responsibilities.
• Enjoys working directly with clients and building lasting relationships.
• Is comfortable contributing to business development while maintaining a planning-first, relationship-driven approach.
• Values collaboration, accountability, a healthy work-life balance, and a positive team culture.
• Appreciates the opportunity to work within an established practice while helping shape its future.

Qualifications

Required

• Bachelor's degree.
• Minimum of 3 years of client-facing financial services experience.
• Demonstrated knowledge of financial planning, investment solutions, and relationship management.
• Strong communication and interpersonal skills with the ability to establish trusted client relationships.
• Organized, detail-oriented, empathetic, and confident when working directly with clients.
• Ability to work independently while contributing to a collaborative advisory team.

Preferred

• FINRA Series 7 and Series 66 licenses preferred. Candidates with relevant financial planning or investment experience who are not fully licensed may be considered, with licensing sponsorship and support available.
• Washington Life & Health Insurance license.
• Experience in a financial advisory or wealth management practice.
• Familiarity with financial planning software and client relationship management systems.
• Ameriprise Financial experience is beneficial but not required.

Compensation & Benefits

Base Salary: $95,000–$105,000 annually, commensurate with experience and qualifications.

Performance-Based Bonuses: Uncapped earning potential tied to client growth, financial planning activity, and revenue contribution.

Long-Term Career Opportunity: Progressive transition of existing client relationships, expanded leadership responsibilities, and potential future equity participation as the advisor contributes to the practice’s success.

Benefits Include:

• Health insurance
• SIMPLE IRA retirement plan
• Paid time off and paid holidays
• Licensing sponsorship and professional development support
• Opportunity to collaborate with experienced advisors and an established support team

Schedule: Monday–Friday, standard business hours, with no evenings or weekends.

Work Environment: In-office in Issaquah, WA, with limited hybrid flexibility following the training period. Join a supportive, collaborative team that prioritizes a healthy, balanced work environment and makes coming to work something to look forward to.

Equal Opportunity Employer

We welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.