Financial Advisor

At Ameriprise Financial - Washington, we're seeking a seasoned financial professional to join our private wealth advisory practice as an Associate Financial Advisor. This dynamic role offers the opportunity to build long-lasting relationships with clients and contribute to their financial success.

This position is ideal for individuals with 2-3 years of experience in financial advising, holding Series 7, Series 66, and Life & Health licenses. A CFP & APMA designation is a bonus, as well as experience with NaviPlan and/or MoneyGuide Pro financial planning analysis software. Strong interpersonal and communication skills are essential for this client-facing role.

Ameriprise Financial - Washington is a Private Wealth Advisory Practice dedicated to providing comprehensive financial services to our clients. We offer a collaborative work environment and a competitive compensation package, including base compensation between $90,000-$110,000, commensurate with experience, and bonus opportunities based on performance.

• Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs.
• Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready, and conduct diligent follow-up after meetings to address any outstanding issues or questions.
• Financial Planning and Investment Recommendations: Collaborate with the advisory team to develop comprehensive financial plans tailored to clients' unique situations and provide well-researched investment recommendations aligned with clients' objectives.
• Trades and Transactions: Execute trades and transactions accurately and in a timely manner and stay informed about market trends and investment opportunities to provide informed guidance to clients.
• Deepening Client Relationships: Proactively engage with clients to deepen relationships, understanding their evolving needs, and introducing additional services as appropriate.

• Two to three plus years of experience as a financial advisor.
• Hold the Series 7, Series 66, and Life & Health licenses.
• CFP & APMA designation is a bonus.
• Experience with NaviPlan and/or MoneyGuide Pro financial planning analysis software is a plus.
• Strong interpersonal and communication skills.
• Detail-oriented with excellent organizational and time-management abilities.

• • Base compensation between $90,000-$110,000, commensurate with experience.
  • Bonus opportunities based on performance.
  • Comprehensive benefits package including PTO and paid holidays, medical insurance with 70% of premiums paid, dental insurance with 50% of premiums paid, and 401k plan with matching.

We look forward to welcoming a new member to our private wealth advisory practice team who can contribute to our clients' financial success while enjoying a rewarding and collaborative work environment.