Associate Financial Advisor

Job Description

Job Description

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.