Financial Advisor Trainee

About the role

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.

Responsibilities

• Client Relationship Transition & Continuity
• Shadow experienced advisors
• Paid study time for necessary licenses and credentials
• Assume responsibility for designated client households after training
• Maintain high-touch service standards
• Support succession planning for retiring advisors
• Financial Planning & Implementation
• Deliver comprehensive financial planning and investment strategies
• Conduct client meetings and provide ongoing portfolio guidance
• Translate complex financial concepts into practical solutions
• Practice Growth & Development
• Identify and deepen existing client relationships
• Contribute to revenue growth within the team structure
• Support long-term expansion and sustainability of the practice
• Team Collaboration
• Partner closely with senior advisors and operational staff
• Maintain accurate documentation, compliance standards, and CRM

Requirements

• Ability to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active licenses
• Experience or documented education in financial services or wealth management
• Willingness to maintain in-office presence in Edmonds or Wenatchee
• Comfortable serving clients in person and building long-term trust
• Organized, proactive, and growth-oriented
• Collaborative mindset within an ensemble practice model

Qualifications

• Professional Strengths: Strong interpersonal and relationship-building skills, comfortable serving clients in person, organized, proactive, and growth-oriented, collaborative mindset
• Career Mindset: Seeking a long-term advisory role within a team practice, interested in future equity paths, future leadership and expanded responsibility, motivated by continuity, client stewardship, and sustainable growth

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

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

Pay

Base Salary: $50,000 - $85,000/ year
Incentive Compensation: 10% - 20% based on production and responsibilities

Schedule

Monday–Friday, standard business hours

Work Environment

In-office presence required; flexibility may be discussed based on location