Wealth Advisor Trainee - Client Growth & Licensing

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

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