Associate Financial Advisor

Ameriprise Financial • Issaquah, WA

2d • $75,000 • Hybrid

About The Position

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Steller Wealth Planning , a Private Wealth Advisory Practice of Ameriprise Financial , is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team. This is a highly client-facing role designed for an experienced, fully licensed advisor who is eager to grow organically within a well-established practice. The position offers a clear long-term path, including gradual responsibility for existing client relationships and the opportunity to become a future business partner. We serve a client base with a strong emphasis on comprehensive planning, coaching, and meaningful, long-term relationships rather than transactional work. Our culture is collaborative, non-corporate, and relationship-driven, and we place a high value on trust, continuity, and client experience.

Requirements

• 5+ years of experience in a client-facing financial services role.
• Fully licensed (Series 7, Series 66)
• Organized, detail-oriented, empathetic, and confident working directly with clients.
• Thrives in a teamwork driven, entrepreneurial environment and enjoys working collaboratively.
• Seeking a long-term role with the potential for partnership.

Nice To Haves

• Washington Life & Health Insurance license preferred.
• Ameriprise experience preferred but not required.
• Energized by engaging with new clients and starting new relationships.
• Strong relationship-builder who values depth of relationships over aggressive business development.

Responsibilities

• Client Relationship Management: Build and deepen relationships with new and existing clients through proactive communication, personalized service, and ongoing financial planning support.
• Meeting Preparation and Follow-Up: Prepare for client meetings, coordinate materials, and ensure timely and thorough follow-up on action items.
• Financial Planning and Implementation: Assist with and deliver financial planning, investment, and insurance solutions aligned with client goals.
• Client Education: Clearly explain strategies and recommendations to help clients make informed, confident decisions.
• Practice Collaboration: Work closely with advisors and team members to deliver a consistent, high-quality client experience and support the long-term growth of the practice.
• Marketing: Develop and maintain professional referral relationships. Proactively engage in outreach and networking to identify prospective clients.

Benefits

• Health insurance
• Simple IRA retirement plan
• Paid time off and paid holidays
• Competitive base salary ($75,000, commensurate with experience).
• Exempt Bonus Opportunities: uncapped bonus potential based on performance and contribution.”
• Monday-Friday, standard business hours; no evenings or weekends.
• In-office role with the opportunity for limited hybrid flexibility after an initial training period.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level