Financial Advisor: Established Clients, Equity Path

Jambalaya Group; Issaquah (WA); On-site; 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

Licensing sponsorship and professional

Opportunity to collaborate with more,

Opportunity to collaborate with an e

Job summary

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 role; you will progressively take responsibility for current clients while growing the practice with our support structure.

The position offers a base salary of $95,000–$105,000 annually, with uncapped performance-based bonuses and potential future equity as the

Qualifications

• Bachelor's degree is required.
• 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 and detail-oriented, able to work independently within a collaborative advisory team.

Responsibilities

• Work alongside experienced advisors to transition established client relationships to you over time.
• Lead or participate in client meetings, providing personalized financial guidance.
• Develop long-term relationships through proactive communication and thoughtful recommendations.
• Develop relationships with prospective clients and contribute to practice growth.
• Deliver comprehensive financial plans addressing retirement, investments, and broader wealth management needs.

Skills

Communication skills

Relationship management

Financial planning knowledge

Team collaboration

Independent work

Education

Bachelor's degree

Tools

CRM systems

Financial planning software

Job description

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 role; you will progressively take responsibility for current clients while growing the practice with our support structure.

The position offers a base salary of $95,000–$105,000 annually, with uncapped performance-based bonuses and potential future equity as the