Financial Advisor Trainee

Threadneedle group; Edmonds, Northern (WA, KY); Hybrid; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health Insurance (employer paid)

Group life insurance

Paid Time Off

Paid CE and professional designation

Job summary

Ameriprise Financial, through Soundview Financial Group, a Private Wealth Advisory Practice, seeks an Advisor Trainee to support succession planning for retiring advisors and grow client relationships in Edmonds and/or Wenatchee, WA. The program offers increasing responsibility with licenses and credentials, client meetings, and ongoing portfolio guidance.

Ideal candidates have financial services experience or education, a willingness to work in‑office in Edmonds or Wenatchee, and a

Qualifications

• Ability to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active securities and insurance licenses.
• Experience or educational background 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.
• Maintain high-touch service standards to ensure client retention and satisfaction.
• Deliver comprehensive financial planning and investment strategies; conduct client meetings and provide portfolio guidance; translate complex concepts into client-friendly solutions.
• Identify opportunities to deepen existing client relationships and contribute to revenue growth.
• Partner with senior advisors and operations; maintain documentation and CRM accuracy.

Skills

Licensing

Financial services knowledge

In-office presence

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 Description Soundview Financial Group A 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 Practice

We 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 Responsibilities

• Client Relationship Transition & Continuity While 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 advisors
• Maintain high-touch service standards to ensure client retention and satisfaction
• Financial Planning & Implementation Deliver comprehensive financial planning and investment strategies Conduct client meetings and provide ongoing portfolio guidance Translate complex financial concepts into practical, client-friendly solutions
• Practice Growth & Development Identify opportunities to deepen existing client relationships Contribute to revenue growth within the team structure Support the long-term expansion and sustainability of the practice
• Team Collaboration Partner closely with senior advisors and operational staff Maintain documentation, compliance standards, and CRM accuracy

Ideal Candidate Profile

Required Qualifications

• Ability to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active securities and insurance licenses
• Experience or documented education in financial services or wealth management
• Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs

Preferred Experience working with rural client communities

Ameriprise experience

Professional Strengths

• Strong interpersonal and relationship-building skills
• Comfortable serving clients in person and building long‑term trust
• Organized, proactive, and growth‑oriented
• Collaborative mindset within an ensemble practice model

Career Mindset

• Seeking a long‑term advisory role within a team practice and interested in future equity paths
• Motivated by continuity, client stewardship, and sustainable growth
• Interested in future leadership and expanded responsibility

Work Environment

Potential placement in Edmonds and/or Wenatchee. In‑office presence required in either location. Team‑oriented ensemble practice with locations in multiple states. Long‑term succession planning opportunities.

Compensation & Benefits

Base Salary: $50,000 - $85,000 – exempt while training, up to $250,000 (base plus bonus) after training

Incentive Compensation: 10% - 20% based on production and responsibilities

Benefits Include

• Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
• Safe harbor 401(k) plan with 6% match
• Group life insurance
• Paid Time Off – vacation policy, sick leave, holidays
• Paid CE and professional designation education

Schedule

Monday–Friday, standard business hours

Work Environment

In‑office presence required; flexibility may be discussed based on location

Equal Opportunity Employer

Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.

Base Pay Salary

The salary be $50,000 - $85,000/ year Full-Time/Part-Time Full time

Equal Opportunity Employer

Ameriprise 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.

Company Heritage

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we’ve remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long‑term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high‑performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers:

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