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Stifel Financial Advisor Associate Jobs in Seattle, WA

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 professional with experience in financial services who's ready to step into a client facing role with a ...

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 professional with experience in financial services who's ready to step into a client facing role with a ...

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All JobsStifel Financial Advisor Associate JobsStifel Financial Advisor Associate Jobs in Seattle, WA

Stifel Financial Advisor Associate information

See Seattle, WA salary details

$43.8K

$76.4K

$128K

How much do stifel financial advisor associate jobs pay per year?

As of Aug 23, 2026, the average yearly pay for stifel financial advisor associate in Seattle, WA is $76,427.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,500.00 and $93,900.00 per year, depending on experience, location, and employer.

What is a Stifel Financial Advisor Associate?

Stifel Financial Advisor Associates are entry-level professionals who support senior financial advisors in delivering investment and wealth management services to clients. They assist with client account management, research investment opportunities, prepare financial plans, and help ensure clients' needs are met. The role is often a stepping stone to becoming a full-fledged financial advisor, offering hands-on experience and training in the financial services industry. Associates at Stifel benefit from the firm's comprehensive development programs and have opportunities for career advancement within the company.

What are the key skills and qualifications needed to thrive as a Stifel Financial Advisor Associate?

To thrive as a Stifel Financial Advisor Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field and Series 7 and 66 licenses. Familiarity with financial planning software, CRM systems, portfolio analysis tools, and compliance platforms is typically required. Strong interpersonal skills, attention to detail, and effective communication help build trust with clients and support team collaboration. These skills and qualifications are essential for providing sound financial advice, achieving business development goals, and ensuring regulatory compliance.

What are some common challenges faced by Stifel Financial Advisor Associates during their first year, and how can they overcome them?

Stifel Financial Advisor Associates often face the challenge of building a client base and establishing trust with new clients during their first year. Navigating compliance requirements and staying updated on financial regulations can also be demanding. Proactively seeking mentorship from experienced advisors, participating in Stifel’s training programs, and leveraging available resources can help overcome these hurdles. Collaborating closely with team members and maintaining strong communication with clients are key strategies for success in this role.

What is the difference between Stifel Financial Advisor Associate vs Financial Advisor?

AspectStifel Financial Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66/63, and other licenses; relevant educationSeries 7, 66/63, and often CFP or other certifications
Work EnvironmentSupportive team within a brokerage firm, client-facingClient-focused, providing personalized financial planning and investment advice
Employer & Industry UsageUsed within brokerage firms like Stifel, financial services industryUsed across banks, independent firms, and wealth management companies

The Stifel Financial Advisor Associate typically supports senior advisors, gaining experience and licensing credentials, while a Financial Advisor directly manages client portfolios and provides comprehensive financial planning. Both roles require similar licenses and work in client-facing environments, but their responsibilities and career progression differ.

What are popular job titles related to Stifel Financial Advisor Associate jobs in Seattle, WA?

For Stifel Financial Advisor Associate jobs in Seattle, WA, the most frequently searched job titles are:

What job categories do people searching Stifel Financial Advisor Associate jobs in Seattle, WA look for?

The top searched job categories for Stifel Financial Advisor Associate jobs in Seattle, WA are:

Stifel Financial Advisor Associate jobs near you

Associate Financial Advisor

Ameriprise Financial

Edmonds, WA • On-site

$65K - $80K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 21 hours ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

108th of 151 rated financial services

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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Benefits

Hours and flexibility

Workplace

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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

Social media

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