Associate Financial Advisor in Issaquah, Washington
$85k - $95kJambalaya Group
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 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. 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 #J-18808-Ljbffr Jambalaya Group
- Rational 360 is seeking to hire an Associate to support several client accounts. Associates have experience in public relations, research... ...efforts. Associates should have a working knowledge of Washington, be eager to work in a fast-paced environment and be able to manage...Suggested
$65k - $80k
...each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—... ...impact in our latest annual report. Summary/Function: The Associate Financial Advisor serves as a key contributor to the Financial Professional’...SuggestedWork experience placementWork at officeLocal area- Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor to grow into leading client relationships and contributing to revenue growth. The role emphasizes long-term relationships, proactive planning,...SuggestedPrivate practice
- D.A. Davidson Companies in Colorado Springs seeks an Associate Financial Advisor to support the Financial Professional’s team by engaging clients, analyzing portfolios, and driving practice growth within the existing book of business. You will assess client needs, reprofile...Suggested
- Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedLocal area
- Associate Wealth Advisor - Bellevue, Washington Heide is an Associate Wealth Advisor at the Beacon Pointe Bellevue, Washington office. He brings extensive experience in financial services, supporting clients in tax accounting, wealth management, and compliance. Prior experience...Work at office
$75k - $90k
Are you an early-career financial services professional who enjoys building relationships,... ...recommendations into meaningful action? Highview Advisor Group, a Private Wealth Practice of... ..., Ohio, is seeking a licensed Associate Financial Advisor to join our growing team...Private practiceWork at officeImmediate start$50k - $80k
Job Description Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA)....Full timeWork experience placementFlexible hours$77.39k - $127.14k
...and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients...Work at officeFlexible hours- ...Recruiting Coordinator at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...Modern Woodmen is an equal opportunity employer. Seniority level Associate Employment type Full-time Job function Finance, Sales, and...Full timeLocal area
$75.9k - $126.5k
...Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor... ...2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active...Work experience placementLocal area- Beacon Pointe in Bellevue, WA is seeking an Associate Wealth Advisor. The role focuses on client service, wealth planning support, and regulatory... ...contribute to tax accounting, investment oversight, and financial planning processes under guidance from senior advisors....Work at office
- First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, and collaborate with Senior Wealth Advisors on plan reviews and client...
$85k - $119k
...enjoys helping clients navigate complex financial decisions and achieve their long-term goals... ...with clients and professional advisors, and approach every interaction with integrity... ...you. About the Role The Wealth Advisor Associate plays a key role in supporting comprehensive...Full timeWork at officeFlexible hours$75k - $85k
## Associate Wealth AdvisorApplylocations: West Hartford, Connecticuttime type: Full timeposted... ...Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth... ...through active participation in the financial planning process. Responsibilities include...Work at officeLocal areaRemote work2 days per week- Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in West Hartford, CT. You will work with Wealth... ...client relationships through active participation in the financial planning process. You will develop, implement, and monitor...
- Catalyst Retirement Advisors in Denver is seeking an Associate Advisor to build a career in financial planning. You’ll work directly with an experienced advisor, participate in client relationships, and develop planning skills that lead toward owning client relationships...
- ## Personal Banker Associate IApplylocations: Northville, MItime type: Full timeposted on: Posted Todaytime left to apply: End Date: December... ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales...Work experience placementWork at office
- ...a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work. This type of position is... ...all of the following skills: Previous banking, cash handling or financial service experience 6+ Months of demonstrated successful sales...Flexible hours
$44.39k - $49.33k
Title: Financial Aid Advisor Agency: Germanna Community College Location: Orange - 137 FLSA: Nonexempt Hiring Range: $44,392- $49,325 Annually... ...College is centrally located in Fredericksburg, VA between Washington D.C. and Richmond and between the Blue Ridge mountains and...Full timePart timeWork at office- Job Description The Financial Aid Advisor provides outstanding customer service to students, parents... ...and skill requirements include: associate degree or experience in a student or... ...Virginia, including Blacksburg, the greater Washington, D.C. area, the Health Sciences and...Full timeCasual workWork at officeAfternoon shift
- ...Research is at the forefront of economic and financial consulting, delivering the rigorous... ...San Francisco and Silicon Valley), and Washington, D.C., offices. Cornerstone Research... ...benefits package. The base salary for the Associate role with a relevant Ph.D. is $250,000...Full timeWork experience placementCurrently hiringLocal areaVisa sponsorshipRelocation package
- ...and grow. ABOUT THE GLEN ECHO GROUP Glen Echo Group seeks an Associate to join our fast-growing, DC-based team. As one of the leading... ...communications campaigns. Role location: This role is available in our Washington, D.C. office on a hybrid basis. The team is in-office at least...Work at office2 days per week3 days per week
- ...combined distribution space through 22 facilities in Florida, Georgia, North Carolina, Tennessee, Alabama, Louisiana, Illinois, Texas, Washington, Oregon, and Puerto Rico. Quirch Foods owns a portfolio of proprietary food brands and offers domestic and international...Work at office
- ...Ever since we first opened our doors in the heart of Spokane, Washington, we've been a gathering place for those who appreciate sharing... ...lunch—it's a culinary adventure waiting to happen. As a Deli Associate, you'll be the curator of delectable delights, crafting customized...Weekly payLocal areaRelocation
- ...Ever since we first opened our doors in the heart of Spokane, Washington, we’ve been a gathering place for those who appreciate sharing... ...lunch— it’s a culinary adventure waiting to happen. As a Bistro Associate, you’ll be the curator of delectable delights, crafting...Weekly payLocal areaRelocation
- Description TITLE: Associate Relationship Banker DEPARTMENT: Retail Banking JOB SUMMARY: The Associate Relationship Banker is responsible... ...service and recommending solutions that will fulfil their financial needs. This role will process transactions, introduce and cross...Work at office
$110k
Washington, District of Columbia, United States Company Alphataraxia Management (ATX) is a fast-growing quantitative investment management... ...to develop and recommend new strategies. Develop and maintain financial models to research and recommend investment decisions....Contract workFor contractorsFor subcontractorCasual workWork at officeImmediate startRemote workRelocation package3 days per week$81.5k - $173.1k
...$152,400. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $97,800 to $173... ...other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future...Full timeSummer holidayWork at officeFlexible hours- ...Hudson Institute in Washington, DC seeks a Research Associate for the Japan Chair to deepen policy expertise on US-Japan relations. The role covers research, writing, program management, and administrative support in a fast-paced policy environment. The position is full...Full time
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