About this opportunity
Avantgarde lists this Associate Financial Advisor opportunity in edmonds, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Associate Financial Advisor (AFA)
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.
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
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.
Worksite address
edmonds, WA, 98020, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.