Associate Financial Advisor

Associate Financial Advisor (AFA)

Location: Issaquah, WA
Schedule: Full-time

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team.

This is a highly client-facing role designed for an experienced, fully licensed advisor who is eager to grow organically within a well-established practice. The position offers a clear long-term path, including gradual responsibility for existing client relationships and the opportunity to become a future business partner.

About the Practice

We serve a client base with a strong emphasis on comprehensive planning, coaching, and meaningful, long-term relationships rather than transactional work. Our culture is collaborative, non-corporate, and relationship-driven, and we place a high value on trust, continuity, and client experience.

Responsibilities

• Client Relationship Management: Build and deepen relationships with new and existing clients through proactive communication, personalized service, and ongoing financial planning support.
• Meeting Preparation and Follow-Up: Prepare for client meetings, coordinate materials, and ensure timely and thorough follow-up on action items.
• Financial Planning and Implementation: Assist with and deliver financial planning, investment, and insurance solutions aligned with client goals.
• Client Education: Clearly explain strategies and recommendations to help clients make informed, confident decisions.
• Practice Collaboration: Work closely with advisors and team members to deliver a consistent, high-quality client experience and support the long-term growth of the practice.
• Marketing: Develop and maintain professional referral relationships. Proactively engage in outreach and networking to identify prospective clients.

Ideal Candidate Profile

• Education: Bachelor’s degree required.
• Experience: 5+ years of experience in a client-facing financial services role.
• Licensing: Fully licensed (Series 7, Series 66); Washington Life & Health Insurance license preferred.
• Background: Ameriprise experience preferred but not required.
• Energized by engaging with new clients and starting new relationships.
• Client Focus: Strong relationship-builder who values depth of relationships over aggressive business development.
• Professional Traits: Organized, detail-oriented, empathetic, and confident working directly with clients.
• Cultural Fit: Thrives in a teamwork driven, entrepreneurial environment and enjoys working collaboratively.
• Career Alignment: Seeking a long-term role with the potential for partnership.

Compensation & Benefits

• Base Salary: Competitive base salary ($75,000, commensurate with experience).
• Exempt
• Bonus Opportunities: uncapped bonus potential based on performance and contribution.”
• Benefits:
• Health insurance
• Simple IRA retirement plan
• Paid time off and paid holidays
• Monday-Friday, standard business hours; no evenings or weekends.
• In-office role with the opportunity for limited hybrid flexibility after an initial training period.

How to Apply

If you are an experienced financial professional seeking a long-term opportunity within a well-established, relationship-driven advisory practice, please submit your resume and a cover letter outlining your experience and interest in this role.

Equal Opportunity Employer

We are an equal opportunity employer and welcome applicants from all backgrounds.