Financial Advisor Trainee

Ameriprise•Edmonds, WA

1d•Onsite

About The Position

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial. 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

Support the team and obtain necessary licenses and credentials (Series 7 & 66, WA state insurance) within six to twelve months, including shadowing experienced advisors, paid study time, and firm-provided licensing materials.
Gradually assume responsibility for designated client households after training.
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.