Associate Financial Advisor

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

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