Associate Financial AdvisorAmeriprise Financial • Edmonds, WA, United States
[error_messages.no_longer_accepting]
Associate Financial Advisor
Ameriprise Financial • Edmonds, WA, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Two to three plus years of experience as a financial advisor. Series 7, Series 66, and Life & Health licenses required (or ability to obtain within three 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. 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
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.
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.
- 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 :
Salary Compensation and Benefits
Base compensation : $95,000-$115,000, commensurate with experience.
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.
[job_alerts.create_a_job]
Associate Financial Advisor • Edmonds, WA, United States
[internal_linking.related_jobs]
Base Salary + Quarterly Production Bonus + Full Benefis.MUST HAVE 7 / 66 (63 / 65) This position is subject to SAFE Act registration requirements.
Pursuant to the SAFE Act requirements, all employees en...[show_more]
Is it surprising to hear that a financial institution of 1.Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each...[show_more]
Financial Solutions Advisor- NW Snohomish Area.Snohomish, Washington;Bellingham, Washington; Mill Creek, Washington; Lynnwood, Washington.
Monroe, Washington; Everett, Washington.To proceed with yo...[show_more]
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own.
We have a flexible work environment, and fluid career...[show_more]
Parcion Private Wealth is looking for a dynamic teammate to help our firm execute on its promise to help clients reach their goals and aspirations.
We are seeking an experienced Family Advisor to jo...[show_more]
A company is looking for an Investment Associate responsible for sourcing startups and facilitating potential investments.
Key Responsibilities Source startups that align with investment criteria ...[show_more]
Our client is a highly reputable private wealth management practice providing comprehensive financial planning, investment management, and insurance solutions.
They are seeking an experienced Wealth...[show_more]
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs.
This exciting opportunity at Mechanics Bank invites you to join our empl...[show_more]
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs) / Private Wealth Advisor(s) (PWAs) / teams on a daily basis.
Through regular interactions wi...[show_more]
Ready to make a meaningful impact?.At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives.
As one of the largest RIAs in the nation, ...[show_more]
Make an impact working as part of a team providing financial advice with heart.You’ll learn the business surrounded by experienced financial advisors and other experts, building your career with th...[show_more]
Our client is a growing wealth advisory firm looking to hire two key Advisory roles – both open due to new clients coming on board and growth within the firm.
Associate Advisory experience see...[show_more]
An established industry player is seeking a Senior Wealth Advisor to join their Seattle office.This role offers a unique opportunity to lead with planning and work with high-net-worth clients, prov...[show_more]
A prominent investment firm in Seattle is looking for a Senior Wealth Advisor to provide sophisticated financial planning and investment advice to high-net-worth families.Ideal candidates will have...[show_more]
At Corient, we help ultra-high / high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes ...[show_more]
Responsibilities : This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work.
As a Financial Advisor, you will work with clients to provide financial plan...[show_more]
Lido Advisors, LLC, an established and rapidly growing wealth management firm, is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expandin...[show_more]
A leading Private Equity firm in Seattle is seeking an Associate to evaluate and implement financial initiatives aimed at maximizing productivity and profitability.
Applicants should have 3+ years o...[show_more]
FINANCIAL ADVISOR
Jamie Grayem • Bellevue, WA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Associate Financial Advisor - North King Co / Snohomish Co
Boeing Employees Credit Union • Bothell, WA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Financial Solutions Advisor- NW Snohomish Area
Bank of America • Everett, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Private Wealth Advisor (Private Client - Personal Strategy) - Seattle region
Empower Retirement • Seattle, Washington, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Financial Advisor (Family Advisor)
Parcion Private Wealth • Bellevue, WA, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Investment Associate
VirtualVocations • Renton, Washington, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Wealth Management Associate
Claire Myers Consulting • Seattle, WA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Advisor - Mechanics Bank
LPL Financial • Tacoma, WA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Service Associate
Morgan Stanley • Seattle, WA, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Investment Associate
Brighton Jones • Seattle, WA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Team Based Financial Advisor - Legacy West Financial Consultants - Bellevue, WA
Thrivent Financial • Bellevue, WA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Client Advisor
International Search Consultants • Bellevue, WA, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Wealth Advisor - Equity in Growth Firm
Gaynor Staffing • Seattle, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Wealth Advisor — Equity Partner Path
Composition Wealth, LLC. • Seattle, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Wealth Advisor
CI Financial Corp. • Seattle, WA, US
[job_card.permanent]
[last_updated.last_updated_30]
Financial Advisor
Mass Mutual NW • Everett, WA, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Associate, Business Development (Wealth Advisor)
Lido Advisors, LLC • Bellevue, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Private Equity Associate — Strategic Finance & Growth
Matrix Finance and Accounting • Seattle, WA, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]