Associate Financial Advisor
About The Position
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice. This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm. The practice is an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations, focusing on long-term stability for both clients and team members. They serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.
Requirements
- Active securities and insurance licenses (Series 7 & 66, WA state insurance)
- Experience in financial services or wealth management
- Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs
- Strong interpersonal and relationship-building skills
- Comfortable serving clients in person and building long-term trust
- Organized, proactive, and growth-oriented
- Collaborative mindset within an ensemble practice model
Nice To Haves
- Experience working with rural client communities
- Ameriprise experience
- Seeking a long-term advisory role within a team practice and interested in future equity paths
- Motivated by continuity, client stewardship, and sustainable growth
- Interested in future leadership and expanded responsibility
Responsibilities
- Support succession planning for retiring advisors
- Gradually assume responsibility for designated client households
- Maintain high-touch service standards to ensure client retention and satisfaction
- Deliver comprehensive financial planning and investment strategies
- Conduct client meetings and provide ongoing portfolio guidance
- Translate complex financial concepts into practical, client-friendly solutions
- Identify opportunities to deepen existing client relationships
- Contribute to revenue growth within the team structure
- Support the long-term expansion and sustainability of the practice
- Partner closely with senior advisors and operational staff
- Maintain documentation, compliance standards, and CRM accuracy
Benefits
- Health Insurance (100% employer paid for employee)
- Optional vision and dental (employee paid)
- Safe harbor 401(k) plan with 6% match
- Group life insurance
- Paid Time Off – vacation policy, sick leave, holidays
- Paid CE and professional designation education
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
