Overview
Join Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, in Edmonds and/or Wenatchee, Washington. We are seeking an Associate Financial Advisor to support succession planning for retiring advisors while contributing to the ongoing growth and continuity of the practice. This role is designed to progressively take on client relationships, with a focus on lower-decile households, and position you for long-term advancement within the firm.
About the Practice
We are an ensemble wealth management practice dedicated to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our emphasis is long-term stability for clients and team members alike. We serve a loyal client base that spans urban and rural households who value in-person engagement, trust, and consistent advisory relationships.
Key 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.
Ideal Candidate Profile
- Required Qualifications: 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.
- Preferred Experience: Experience working with rural client communities; Ameriprise experience.
- Professional Strengths: 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.
- Career Mindset: Seeking a long-term advisory role within a team practice and interested in future equity paths; motivated by continuity, client stewardship, and sustainable growth; interested in future leadership and expanded responsibility.
Work Environment
- Potential placement in Edmonds and/or Wenatchee; in-office presence required in either location; flexibility may be discussed based on location.
- Team-oriented ensemble practice with locations in multiple states.
- Long-term succession planning opportunities.
Compensation & Benefits
- Base Salary: $65,000 - $80,000 - exempt
- Incentive Compensation: 10% - 20% based on production and responsibilities
- Benefits Include: 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
Location
Edmonds, WA, with potential placement in Edmonds or Wenatchee, Washington. In-office presence required.
How to Apply
If you are a licensed financial professional seeking a long-term advisory opportunity with succession visibility and growth potential, please submit your résumé and a cover letter outlining your experience and interest.
Equal Opportunity Employer
Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.
