Wealth Advisor Trainee — Long-Term Growth & Mentorship

Ameriprise Financial Services, LLC; Edmonds (WA); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Life Insurance

Paid Time Off

CE & Designations

Job summary

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee in Edmonds/Wenatchee, WA to learn client relationship management and wealth planning. The role provides increasing responsibility for serving lower-decile households while positioning for long-term growth within the practice.

Ideal candidates are relationship-driven, with in-office presence in Edmonds or Wenatchee, and a path to licensing and credentials during training.

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

Responsibilities

• Client Relationship Transition & Continuity: support training, shadowing, six to twelve months, 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.

Skills

Interpersonal skills

Relationship-building

In-person client service

Organizational skills

Proactive mindset

Collaborative mindset

Education

Experience or education in financial services/wealth management

Job description

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks an Advisor Trainee in Edmonds/Wenatchee, WA to learn client relationship management and wealth planning. The role provides increasing responsibility for serving lower-decile households while positioning for long-term growth within the practice.

Ideal candidates are relationship-driven, with in-office presence in Edmonds or Wenatchee, and a path to licensing and credentials during training.