Associate Financial Advisor

About the role

Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) 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 advisor 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.

Responsibilities

• Client Relationship Transition & Continuity: Support succession planning for retiring advisors; gradually assume responsibility for designated client households; 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.

Requirements

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.

Qualifications

Preferred experience working with rural client communities; Ameriprise experience.

Skills

• 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

Pay

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

Benefits

• 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 CE and professional designation education

Schedule

Monday‑Friday, standard business hours; in‑office presence required in Edmonds and/or Wenatchee (flexibility may be discussed based on location).