Associate Financial Advisor

1 week ago

Edmonds, WA, United States Ameriprise Financial Full time

Associate Financial Advisor
Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial

Edmonds, Washington

Are you a seasoned financial professional with a passion for client relationships and a desire to contribute to the growth of a thriving private wealth advisory practice? Puget Sound Wealth Advisors, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a dynamic and experienced Associate Financial Advisor to join our team. In this role, you will focus on service rather than sales, acting as a trusted advisor to our clients while helping them achieve their financial goals.

Responsibilities:

  • Client Relationship Management: Build and nurture client relationships by providing exceptional service and addressing their financial needs. Collaborate with clients to understand their goals and objectives.
  • Meet with clients and prospects to discuss their financial goals, address their needs, and build lasting relationships while delivering exceptional service as a primary point of contact.
  • Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. 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. Provide well-researched investment recommendations aligned with clients' objectives.
  • Trades and Transactions: Execute trades and transactions accurately and in a timely manner. 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.

Qualifications:

  • Bachelor’s degree required.
  • Two to three plus years of experience as a financial advisor.
  • Hold the Series 7, Series 66, and Life & Health licenses (or if one of these is needed, ability to obtain within two months).
  • CFP & APMA designation is a bonus.
  • Experience with MoneyGuide financial planning analysis software is a plus.
  • Strong interpersonal and communication skills.
  • Detail-oriented with excellent organizational and time-management abilities.

Compensation and Benefits:

    • Base compensation between $90,000-$125,000, commensurate with experience.
      • Exempt
    • Bonus opportunities based on performance.
  • Comprehensive benefits package including:
    • Paid Time Off (PTO) and paid holidays
    • Medical insurance (70% of premiums paid)
    • Dental and Vision insurance (50% of premiums paid)
    • 401(k) plan with employer match
    • Group Life and Disability insurance

How to Apply:

If you meet the qualifications and are ready to take your career to the next level, please submit your resume and cover letter. In your cover letter, highlight your relevant experience and explain how you can contribute to our team's success.

Join us in creating financial success for our clients while enjoying a rewarding and collaborative work environment. We look forward to welcoming a new member to our private wealth advisory practice team

Equal Opportunity Employer

Puget Sound Wealth Advisors is an equal opportunity employer and welcomes applicants from all backgrounds.

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