Financial Advisor Trainee

Ameriprise Financial Services, LLC • Edmonds, WA

3d • $50,000 - $250,000 • Onsite

About The Position

This position is with an Ameriprise Financial Franchise owner. Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Advisor Trainee 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 right candidate for long-term growth within the firm. We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability — for both clients and team members. We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.

Requirements

• 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
• 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
• 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

Nice To Haves

• Experience working with rural client communities
• Ameriprise experience

Responsibilities

• While training, support the team and obtain necessary licenses and credentials. Estimated between six and twelve months. This includes shadowing experienced advisors, paid study time, and firm-provided 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed