Financial Advisor Trainee

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.

Job Description Soundview Financial GroupA Private Wealth Advisory Practice of Ameriprise Financial Edmonds and/or Wenatchee, Washington. Are you relationship-driven and seeking a long-term opportunity within a collaborative team?

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.

About the Practice 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.

Key Responsibilities Client Relationship Transition & Continuity 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

Financial Planning & Implementation Deliver comprehensive financial planning and investment strategies

Conduct client meetings and provide ongoing portfolio guidance

Translate complex financial concepts into practical, client-friendly solutions

Practice Growth & Development 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

Team Collaboration Partner closely with senior advisors and operational staff

Maintain documentation, compliance standards, and CRM accuracy

Ideal Candidate Profile

Required Qualifications 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

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

Compensation & Benefits Base Salary: $50,000 - $85,000 – exempt while training, up to $250,000 (base plus bonus) after training

Incentive Compensation: 10% - 20% based on production and responsibilities

Benefits Include:

Health Insurance (100% employer paid for employee); optional vision and dental…