Wealth Advisor Trainee - Growth, Licensing & Client Impact

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

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.