Financial Advisor Trainee

Ameriprise Financial; Edmonds (WA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) plan

Paid Time Off

Professional education

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee in Edmonds and/or Wenatchee, WA. This role supports succession planning for retiring advisors and growth of the practice within a collaborative team.

Initially, you will shadow experienced advisors, obtain licenses, and transition to managing designated client households with high-touch service and compliance standards.

Qualifications

• Experience or education in financial services or wealth management.
• Ability to obtain securities and WA state insurance licenses (Series 7 & 66) or hold active licenses.
• Willingness to work in Edmonds or Wenatchee in-office.

Responsibilities

• Support client transition and continuity for retiring advisors.
• Deliver comprehensive financial planning and investment guidance.
• Maintain high-touch service and CRM accuracy while collaborating with senior advisors.

Skills

Interpersonal skills

Client relationship building

Organizational skills

Growth mindset

Education

Financial services education

Job description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.This position is with an Ameriprise Financial Franchise owner.Job DescriptionSoundview Financial GroupA Private Wealth Advisory Practice of Ameriprise Financial Edmonds and/or Wenatchee, Washington. Are you relationship-driven and seeking a long-term opportunity within a collaborative team?Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Advisor Trainee to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the right candidate for long-term growth within the firm.About the PracticeWe are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability — for both clients and team members.We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.Key ResponsibilitiesClient Relationship Transition & ContinuityWhile training, support the team and obtain necessary licenses and credentials. Estimated between six and twelve months. This includes shadowing experienced advisors, paid study time, and firm-provided licensing materials.After training, gradually assume responsibility for designated client households.Support succession planning for retiring advisorsMaintain high-touch service standards to ensure client retention and satisfactionFinancial Planning & ImplementationDeliver comprehensive financial planning and investment strategiesConduct client meetings and provide ongoing portfolio guidanceTranslate complex financial concepts into practical, client-friendly solutionsPractice Growth & DevelopmentIdentify opportunities to deepen existing client relationshipsContribute to revenue growth within the team structureSupport the long-term expansion and sustainability of the practiceTeam CollaborationPartner closely with senior advisors and operational staffMaintain documentation, compliance standards, and CRM accuracyIdeal Candidate ProfileRequired QualificationsAbility to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active securities and insurance licensesExperience or documented education in financial services or wealth managementWillingness to maintain in-office presence in Edmonds or Wenatchee due to client needsPreferredExperience working with rural client communitiesAmeriprise experienceProfessional StrengthsStrong interpersonal and relationship-building skillsComfortable serving clients in person and building long-term trustOrganized, proactive, and growth-orientedCollaborative mindset within an ensemble practice modelCareer MindsetSeeking a long-term advisory role within a team practice and interested in future equity pathsMotivated by continuity, client stewardship, and sustainable growthInterested in future leadership and expanded responsibilityWork EnvironmentPotential placement in Edmonds and/or WenatcheeIn-office presence required in either locationTeam-oriented ensemble practice with locations in multiple statesLong-term succession planning opportunitiesCompensation & BenefitsBase Salary: $50,000 - $85,000 – exempt while training, up to $250,000 (base plus bonus) after trainingIncentive Compensation: 10% - 20% based on production and responsibilitiesBenefits Include:Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)Safe harbor 401(k) plan with 6% matchGroup life insurancePaid Time Off – vacation policy, sick leave, holidaysPaid CE and professional designation educationSchedule: Monday–Friday, standard business hours Work Environment: In-office presence required; flexibility may be discussed based on locationHow to ApplyIf you are seeking a long-term opportunity with succession visibility and growth potential, please submit your résumé and cover letter outlining your experience and interest.Equal Opportunity EmployerSoundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.Base Pay SalaryThe salary be $50,000 - $85,000/ yearFull-Time/Part-TimeFull timeAmeriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.