Associate Financial Advisor

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused professional with experience in financial services who’s ready to step into a client facing role with a clear path toward managing client relationships and future partnership within a successful private wealth practice? Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor (AFA) to join our collaborative, relationship-driven team. This role is intentionally designed for an advisor who wants to grow into leading client relationships, contributing to revenue growth, and developing into a long-term leader and potential equity owner within the practice — not a service-only position. Over time, the AFA will assume increasing responsibility for existing clients while helping expand the firm through new relationship development. About The Practice We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships — not transactional sales. Our culture is collaborative, entrepreneurial, and client-first. We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice. Key Responsibilities Client Relationship Development & Ownership Partner with senior advisors in client meetings and progressively take the lead on client relationships Build long-term relationships through proactive communication and personalized planning support Financial Planning & Implementation Deliver financial plans, investment strategies, and insurance solutions aligned with client goals Translate complex concepts into clear, actionable guidance for clients Meeting Preparation & Follow-Up Coordinate materials, action items, and execution to ensure exceptional client experience Team Collaboration Work closely with advisors and staff to deliver consistent, high-quality service Ideal Candidate Profile Required Qualifications Bachelor’s degree Minimum of 3+ years of client-facing financial services experience Preferred Fully licensed (Series 7 & Series 66) preferred – the practice will sponsor and support licensing for the right candidate if needed. Washington Life & Health preferred Ameriprise experience, (not required) Professional Strengths Strong relationship-builder who enjoys working directly with clients Organized, detail-oriented, empathetic, and confident Comfortable engaging new clients and growing relationships Career Mindset Seeking a long-term role with increasing responsibility and partnership potential Thrives in a collaborative, entrepreneurial practice environment Compensation & Benefits Base Salary: Competitive starting range of $85,000–$95,000 (commensurate with experience) Performance-Based Bonuses: Uncapped earning potential tied to client growth, planning activity, and revenue contribution, and potential equity ownership. Benefits Include: Health insurance Simple IRA retirement plan Paid time off and paid holidays Schedule: Monday–Friday, standard business hours (no evenings or weekends) Work Environment: In-office with limited hybrid flexibility after training period How To Apply If you are an experienced, licensed financial professional looking to build a long-term career within a high-quality advisory practice, please submit your resume and cover letter outlining your experience and interest. Equal Opportunity Employer We welcome applicants from all backgrounds. A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws. #J-18808-Ljbffr