Associate Financial Advisor

Company Description

Arrow Financial Group, a financial advisory practice of Ameriprise Financial Services, LLC, provides personalized financial guidance to individuals and families in the Battle Ground and Camas, WA area. The practice is committed to helping clients achieve their financial goals through comprehensive planning and investment strategies. Team members work in a professional environment that values integrity, client service, and long‑term relationships. Additional information, including important rules and disclosures, is available through Ameriprise social media channels and official communications.

The Associate Financial Advisor is a full‑time, on‑site role based in Camas, WA. This role supports senior advisors by participating in client meetings, preparing financial plans, and assisting with retirement and investment strategies. Daily responsibilities include gathering and analyzing client financial data, creating reports and recommendations, and maintaining accurate records in client management systems. The Associate Financial Advisor also helps respond to client inquiries, coordinates follow‑up actions, and contributes to marketing and client outreach activities.

Collaboration with team members and adherence to compliance and regulatory requirements are central to the position.

• Candidates should possess skills in Financial Planning and Retirement Planning to support comprehensive client strategies.
• Candidates should possess skills in Finance and Investments to analyze portfolios and recommend appropriate solutions.
• Candidates should possess skills in Financial Advisory to deliver client‑focused guidance and support senior advisors.
• Bachelor’s degree in finance, economics, business, or a related field preferred.
• Strong analytical, organizational, and communication skills, with attention to detail and confidentiality.
• Ability to work on‑site in Camas, WA, manage multiple priorities, and build professional relationships with clients.
• Progress toward relevant professional designations (such as CFP or similar) is beneficial.