Wealth Advisor Trainee — Grow with a Collaborative Practice

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

Benefits offered by this job

Health Insurance

401(k) match

Paid time off

CE and designation education

Group life insurance

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds and Wenatchee, is seeking an Advisor Trainee to support succession planning while contributing to growth. The role emphasizes relationship-building and long-term client stewardship in an in-office setting.

During training, you will obtain licenses, shadow experienced advisors, and gain exposure to comprehensive financial planning before gradually managing client households and driving practice

Qualifications

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

Responsibilities

• Support client relationship transitions and continuity, including shadowing and licensing during training (6–12 months).
• 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.
• Deliver comprehensive financial planning and investment guidance.
• Conduct client meetings and provide ongoing portfolio guidance.
• Translate complex financial concepts into client-friendly solutions.
• Identify opportunities to deepen client relationships and contribute to revenue growth.
• Collaborate with senior advisors and staff to ensure compliant CRM documentation.

Skills

Interpersonal skills

Relationship-building

Team collaboration

Organized

Education

Experience or education in financial services

Job description

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, Edmonds and Wenatchee, is seeking an Advisor Trainee to support succession planning while contributing to growth. The role emphasizes relationship-building and long-term client stewardship in an in-office setting.

During training, you will obtain licenses, shadow experienced advisors, and gain exposure to comprehensive financial planning before gradually managing client households and driving practice