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Licensed Financial Associate Jobs (NOW HIRING)

Thrivent Financial

This position provides licensed financial and non-financial support to Clearwater Financial Group ... The Associate reports to and is employed/contracted by the Financial Advisor. Thrivent Investment ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA Full-Time Are you a client-focused ... Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing ...

Jambalaya Group

Associate Financial Advisor

Issaquah, WA · On-site

$85K - $95K/yr

Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client-focused ... Fully licensed (Series 7 & Series 66) preferred - the practice will sponsor and support licensing ...

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As of Sep 11, 2026, the average hourly pay for licensed financial associate in the United States is $31.96, according to ZipRecruiter salary data. Most workers in this role earn between $20.67 and $34.38 per hour, depending on experience, location, and employer.

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Associate Financial Advisor

Edmonds, WA • On-site

Ameriprise Financial
Funds, Trusts and Financial Programs • 5 - 10K employees
Learn more about Ameriprise Financialexternal

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 20 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

Job description

Associate Financial Advisor (AFA)
Soundview Financial Group
A Private Wealth Advisory Practice of Ameriprise Financial
Edmonds and/or Wenatchee, Washington
Are you a relationship-driven financial professional seeking a long-term advisory opportunity within a collaborative ensemble practice - without the requirement of bringing an existing book of business?
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Associate Financial Advisor (AFA) to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.
This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the advisor for long-term growth within the firm.
About the Practice
We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability - for both clients and team members.
We serve a loyal client base, including 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 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
  • 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
Work Environment: In-office presence required; flexibility may be discussed based on location
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 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.

What Ameriprise employees say

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About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

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