Wealth Advisor Trainee: Growth & Succession Path

Ameriprise Financial Services, LLC

Edmonds (WA)

On-site

USD 50,000 - 85,000

Full time

3 days ago

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Benefits offered by this job

Health Insurance

Group 401(k) with match

Group life insurance

Paid Time Off

CE and professional designation教育

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee to support succession planning and client growth in Edmonds and/or Wenatchee, Washington. The role is designed to increase client responsibility over time, focusing on lower‑decile households while preparing for long‑term growth within the firm.

We value relationship‑driven professionals who can deliver comprehensive financial planning, build trust in person, and collaborate with

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

Client Relationship Transition & Continuity: shadowing, licensing, and eventual responsibility for designated client households.
Support succession planning for retiring advisors to aid growth and continuity.
Deliver comprehensive financial planning and investment guidance to clients.
Translate complex financial concepts into client‑friendly solutions.
Identify opportunities to deepen client relationships and contribute to revenue growth.
Maintain documentation, compliance, and CRM accuracy with the team.