Financial Advisor

Jambalaya Group • Issaquah, WA

21d • $95,000 - $105,000 • Hybrid

About The Position

Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a relationship-driven Financial Advisor to join its collaborative wealth management team in Issaquah, Washington. The practice has an established client base and operational support, so the role focuses on progressively taking responsibility for existing client relationships while helping strengthen and grow the practice—not solely building a book of business from scratch. Working with experienced advisors, the incoming advisor will transition into primary responsibility for clients over time as they learn clients’ needs. The position offers a path to greater advisory and leadership responsibilities and potential future equity participation.

The advisor will provide comprehensive, planning-first guidance covering retirement, investments, insurance, and broader wealth management needs. They will develop and implement plans and strategies, communicate recommendations clearly, and coordinate implementation with advisors and operations staff. The role also contributes to practice growth through deeper existing relationships, referrals, and new client development while maintaining accurate records and meeting regulatory and compliance requirements.

This is a full-time, in-office position in Issaquah, with limited hybrid flexibility after the training period. The schedule is Monday through Friday during standard business hours, with no evenings or weekends. The practice emphasizes collaboration, a supportive team culture, meaningful client relationships, and work-life balance. Compensation is a $95,000–$105,000 annual base salary, commensurate with experience and qualifications, plus uncapped performance-based bonuses tied to client growth, financial planning activity, and revenue contribution.

Requirements

• Bachelor’s degree.
• At least 3 years of client-facing financial services experience.
• Demonstrated knowledge of financial planning, investment solutions, and relationship management.
• Strong communication and interpersonal skills, including the ability to establish trusted client relationships.
• Organized and detail-oriented, with empathy and confidence when working directly with clients.
• Ability to work independently while contributing to a collaborative advisory team.
• Long-term career mindset and interest in growing into greater advisory and leadership responsibilities.
• Enjoys working directly with clients and building lasting relationships.
• Comfort contributing to business development while maintaining a planning-first, relationship-driven approach.
• Values collaboration, accountability, work-life balance, and a positive team culture.

Nice To Haves

• FINRA Series 7 and Series 66 licenses; licensing sponsorship and support may be available to candidates with relevant financial planning or investment experience who are not fully licensed.
• Washington Life & Health Insurance license.
• Experience in a financial advisory or wealth management practice.
• Familiarity with financial planning software and client relationship management systems.
• Ameriprise Financial experience.

Responsibilities

• Work alongside experienced advisors to transition established client relationships into your care and progressively become the primary advisor for current clients.
• Lead or participate in client meetings, provide personalized financial guidance, and identify opportunities to address evolving client needs.
• Build long-term client relationships through proactive communication, thoughtful recommendations, and consistent follow-through.
• Develop relationships with prospective clients and contribute to practice growth.
• Develop, present, and implement comprehensive financial plans addressing retirement, investments, insurance, and broader wealth management needs.
• Deliver financial planning and investment strategies aligned with clients’ goals and circumstances.
• Explain complex financial concepts clearly and provide actionable guidance to support informed decisions.
• Identify planning opportunities within existing client relationships and coordinate implementation with advisory and operations teams.
• Contribute to revenue growth through deepening existing relationships, client referrals, and developing new relationships.
• Participate in practice growth initiatives while maintaining a relationship-focused approach.
• Assume increasing responsibility for an existing portfolio while contributing to referrals and new business development.
• Collaborate with advisors and support staff to deliver consistent, high-quality client service.
• Coordinate meeting preparation, follow-up, and implementation of planning recommendations.
• Use the established support structure to execute client needs in a timely manner and provide a seamless client experience.
• Maintain accurate documentation and comply with applicable regulatory and compliance requirements.

Benefits

• Health insurance.
• SIMPLE IRA retirement plan.
• Paid time off and paid holidays.
• Licensing sponsorship and professional development support.
• Uncapped performance-based bonuses tied to client growth, financial planning activity, and revenue contribution.
• Progressive transition of existing client relationships, expanded leadership responsibilities, and potential future equity participation.
• Opportunity to collaborate with experienced advisors and an established support team.

What This Job Offers

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