Are you a growth‑oriented financial professional with a passion for client relationships and a drive to support the expansion of a thriving private wealth advisory practice? Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor (AFA) to join our team.
This is a highly client-facing role designed for an experienced, fully licensed advisor who is eager to grow organically within a well-established practice. The position offers a clear long-term path, including gradual responsibility for existing client relationships and the opportunity to become a future business partner.
About the Practice
We serve a client base with a strong emphasis on comprehensive planning, coaching, and meaningful, long-term relationships rather than transactional work. Our culture is collaborative, non-corporate, and relationship-driven, and we place a high value on trust, continuity, and client experience.
Responsibilities
- Client Relationship Management: Build and deepen relationships with new and existing clients through proactive communication, personalized service, and ongoing financial planning support.
- Meeting Preparation and Follow-Up: Prepare for client meetings, coordinate materials, and ensure timely and thorough follow-up on action items.
- Financial Planning and Implementation: Assist with and deliver financial planning, investment, and insurance solutions aligned with client goals.
- Client Education: Clearly explain strategies and recommendations to help clients make informed, confident decisions.
- Practice Collaboration: Work closely with advisors and team members to deliver a consistent, high-quality client experience and support the long-term growth of the practice.
- Marketing: Develop and maintain professional referral relationships. Proactively engage in outreach and networking to identify prospective clients.
Ideal Candidate Profile
- Education: Bachelor’s degree required.
- Experience: 3-5 years of experience in a client-facing financial services role.
- Licensing: Fully licensed (Series 7, Series 66); Washington Life & Health Insurance license preferred. For the right candidate, we’re happy to help you obtain any missing licenses.
- Background: Ameriprise experience preferred but not required.
- Energized by engaging with new clients and starting new relationships.
- Client Focus: Strong relationship-builder who values depth of relationships over aggressive business development.
- Professional Traits: Organized, detail-oriented, empathetic, and confident working directly with clients.
- Cultural Fit: Thrives in a teamwork driven, entrepreneurial environment and enjoys working collaboratively.
- Career Alignment: Seeking a long-term role with the potential for partnership.
Compensation & Benefits
- Base Salary: Competitive base salary ($75,000, commensurate with experience).
- Exempt
- Bonus Opportunities: uncapped bonus potential based on performance and contribution.”
- Benefits:
- Health insurance
- Simple IRA retirement plan
- Paid time off and paid holidays
- Monday-Friday, standard business hours; no evenings or weekends.
- In-office role with the opportunity for limited hybrid flexibility after an initial training period.
How to Apply
If you are an experienced financial professional seeking a long-term opportunity within a well-established, relationship-driven advisory practice, please submit your resume and a cover letter outlining your experience and interest in this role.
Equal Opportunity Employer
We are an equal opportunity employer and welcome applicants from all backgrounds.
