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.
Key ResponsibilitiesClient 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
Ideal Candidate ProfileRequired 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
Compensation & BenefitsBase 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
How to ApplyIf 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.
