Associate Financial Advisor

Jambalaya Group • Issaquah, WA

11d • $85,000 - $95,000 • Hybrid

About The Position

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join their collaborative, relationship-driven team. This role is designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice. The AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development. The practice serves a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships, focusing on continuity, trust, and developing advisors who want to build a lasting career within one practice.

Requirements

• Bachelor’s degree
• Minimum of 3+ years of client-facing financial services experience
• Client-focused professional with experience in financial services
• Ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice
• Strong relationship-builder who enjoys working directly with clients
• Organized, detail-oriented, empathetic, and confident
• Comfortable engaging new clients and growing relationships
• Seeking a long-term role with increasing responsibility and partnership potential
• Thrives in a collaborative, entrepreneurial practice environment

Nice To Haves

• Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed.
• Washington Life & Health preferred
• Ameriprise experience

Responsibilities

• Partner with senior advisors in client meetings and progressively take the lead on client relationships
• Build long-term relationships through proactive communication and personalized planning support
• Deliver financial plans, investment strategies, and insurance solutions aligned with client goals
• Translate complex concepts into clear, actionable guidance for clients
• Coordinate materials, action items, and execution to ensure exceptional client experience
• Work closely with advisors and staff to deliver consistent, high-quality service

Benefits

• Health insurance
• Simple IRA retirement plan
• Paid time off and paid holidays
• Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership.

What This Job Offers

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