# Associate Financial Advisor

> Jambalaya Group · Issaquah, United States · Full-time · Posted 2026-07-20

**Salary:** USD 85,000–95,000

**Workplace:** on_site

## Description

**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.

**About the Practice**

We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships — **not transactional sales.** Our culture is collaborative, entrepreneurial, and client-first. **We focus on continuity, trust, and developing advisors who want to build a lasting career within one practice.**

**Key Responsibilities**

**Client 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

**How to Apply**

If 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.

**Equal Opportunity Employer**  
We welcome applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

## Requirements

**Ideal Candidate Profile**

**Required 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

## Benefits

**Compensation & Benefits**

**Base 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

## Apply

[Apply at Jambalaya Group](https://apply.workable.com/jambalaya-group/j/7C1521A3FB/apply)

---
Powered by [Workable](https://www.workable.com)