Associate Financial Advisor

Job overview

The Associate Financial Advisor role requires in-office presence in Edmonds and/or Wenatchee, WA. Base salary is $65,000–$80,000 per year, with incentive compensation of 10%–20% based on production and responsibilities. The role supports succession planning and continuity of client service at Soundview Financial Group, a private wealth advisory practice of Ameriprise Financial.

What you'll do

• Support succession planning for retiring advisors
• gradually assume responsibility for designated client households
• maintain high-touch client service
• deliver comprehensive financial planning and investment strategies
• conduct client meetings and provide portfolio guidance
• identify opportunities to deepen client relationships
• contribute to revenue growth
• partner with senior advisors and operational staff
• maintain documentation, compliance standards, and CRM accuracy.

What we're looking for

Skills & competencies

associate financial advisor

edmonds wa

wenatchee wa

in-office

wealth management

financial planning

investment strategies

client relationships

advisor succession planning

series 7

series 66

washington insurance license

$65k–$80k base salary

soundview financial group

Work arrangement

• Weekend coverage required

Benefits & perks

• Employee health insurance fully paid by employer
• optional employee-paid vision and dental
• safe harbor 401(k) with 6% match
• group life insurance
• paid vacation, sick leave, and holidays
• paid continuing education and professional designation education.

Why this role

Active Series 7 and Series 66 securities licenses and Washington state insurance license required; no requirement to bring an existing book of business; in-office presence required in Edmonds or Wenatchee; Monday–Friday standard business hours.

About the employer

Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.