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Open nowPosted 75 days ago

Associate Financial Advisor

Workable (global search)108,016 open roles

Where
Issaquah, WA, United States
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Your applicationOpen nowAssociate Financial AdvisorWorkable (global search) · Issaquah, WA, United States

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Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 75 days ago

Workable (global search) median: 7 days open

The posting

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

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.

Requirements

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

Benefits

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

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