Associate Financial Advisor

Associate Financial Advisor (AFA)

Location:

Edmonds and/or Wenatchee, Washington

Soundview Financial Group is a Private Wealth Advisory Practice of Ameriprise Financial. We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations.

• 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.

Required Qualifications

• 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.

Preferred

• Experience working with rural client communities.
• Ameriprise experience.

Professional Strengths

• 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.

Career Mindset

• 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.

Work Environment

• Potential placement in Edmonds and/or Wenatchee.
• In-office presence required in either location.
• Team-oriented ensemble practice with locations in multiple states.
• Long-term succession planning opportunities.

Base Salary: $65,000 - $80,000 (exempt). Incentive Compensation: 10% - 20% based on production and responsibilities.

Benefits include:

• 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 continuing education and professional designation education.

Schedule:

Monday–Friday, standard business hours. In-office presence required; flexibility may be discussed based on location.

Equal Opportunity Employer. Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.