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This position is with an Ameriprise Financial Franchise owner.
Job Description
Soundview Financial GroupA Private Wealth Advisory Practice of Ameriprise Financial Edmonds and/or Wenatchee, Washington. Are you relationship-driven and seeking a long-term opportunity within a collaborative team?
Soundview Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an Advisor Trainee to support succession planning efforts for retiring advisors while contributing to the continued growth and continuity of the practice.
This role is intentionally structured to provide increasing responsibility for client relationships over time, particularly supporting lower-decile households, while positioning the right candidate for long-term growth within the firm.
About the Practice
We are an ensemble wealth management practice committed to comprehensive financial planning, strong client relationships, and continuity of service across generations. Our focus is long-term stability — for both clients and team members.
We serve a loyal client base, including urban and rural households who value in-person engagement, trust, and consistent advisory relationships.
Key Responsibilities
Client Relationship Transition & Continuity
While training, support the team and obtain necessary licenses and credentials. Estimated between six and twelve months. This includes shadowing experienced advisors, paid study time, and firm-provided licensing materials.
After training, gradually assume responsibility for designated client households.
Support succession planning for retiring advisors
Maintain high-touch service standards to ensure client retention and satisfaction
Financial Planning & Implementation
Deliver comprehensive financial planning and investment strategies
Conduct client meetings and provide ongoing portfolio guidance
Translate complex financial concepts into practical, client-friendly solutions
Practice Growth & Development
Identify opportunities to deepen existing client relationships
Contribute to revenue growth within the team structure
Support the long-term expansion and sustainability of the practice
Team Collaboration
Partner closely with senior advisors and operational staff
Maintain documentation, compliance standards, and CRM accuracy
Ideal Candidate Profile
Required Qualifications
Ability to obtain securities and insurance licenses (Series 7 & 66, WA state insurance) OR current active securities and insurance licenses
Experience or documented education in financial services or wealth management
Willingness to maintain in-office presence in Edmonds or Wenatchee due to client needs
Preferred
Experience working with rural client communities
Ameriprise experience
Professional Strengths
Strong interpersonal and relationship-building skills
Comfortable serving clients in person and building long-term trust
Organized, proactive, and growth-oriented
Collaborative mindset within an ensemble practice model
Career Mindset
Seeking a long-term advisory role within a team practice and interested in future equity paths
Motivated by continuity, client stewardship, and sustainable growth
Interested in future leadership and expanded responsibility
Work Environment
Potential placement in Edmonds and/or Wenatchee
In-office presence required in either location
Team-oriented ensemble practice with locations in multiple states
Long-term succession planning opportunities
Compensation & Benefits
Base Salary: $50,000 - $85,000 – exempt while training, up to $250,000 (base plus bonus) after training
Incentive Compensation: 10% - 20% based on production and responsibilities
Benefits Include:
Health Insurance (100% employer paid for employee); optional vision and dental (employee paid)
Safe harbor 401(k) plan with 6% match
Group life insurance
Paid Time Off – vacation policy, sick leave, holidays
Paid CE and professional designation education
Schedule: Monday–Friday, standard business hours Work Environment: In-office presence required; flexibility may be discussed based on location
How to Apply
If you are seeking a long-term opportunity with succession visibility and growth potential, please submit your résumé and cover letter outlining your experience and interest.
Equal Opportunity Employer
Soundview Financial Group welcomes applicants from all backgrounds and is committed to building a diverse and inclusive workplace.
Base Pay Salary
The salary be $50,000 - $85,000/ yearFull-Time/Part-Time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Skills Required
- Ability to obtain Series 7 and Series 66 securities licenses and Washington state insurance license, or hold current active securities and insurance licenses
- Experience or documented education in financial services or wealth management
- Willingness to maintain an in-office presence in Edmonds or Wenatchee, Washington
- Experience working with rural client communities
- Ameriprise Financial experience
- Strong interpersonal and relationship-building skills
- Ability to serve clients in person and build long-term trust
- Organized, proactive, and growth-oriented approach
- Collaborative mindset within an ensemble practice model
What We Do
RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media
