Associate Financial Advisor

If you value meaningful work, helping clients make confident financial decisions, and growing alongside a collaborative team, we’d love to meet you.

As our practice continues to grow, we are thoughtfully expanding our team. We're looking for people who bring curiosity, initiative, strong technical skills, and a genuine desire to help clients make confident financial decisions. We're not looking for just any candidate. We're looking for people who will help shape and thrive in our collaborative culture, contribute to our team, and help us continue delivering an exceptional experience for our clients.

Who We Are Looking For

Our ten-person wealth management team is seeking a fully licensed Associate Financial Advisor with a minimum of 3 years of financial services experience, who understands the level of care, accuracy, and responsiveness required to serve clients well. The ideal candidate is polished, curious, coachable, client-focused, and eager to continue growing as part of a team that values excellence, accountability, and continuous improvement.

The Associate Financial Advisor works closely with lead advisors to prepare for client meetings, develop financial planning analyses, research planning strategies, support client follow-through, and contribute to a consistent, high-quality client experience. A successful candidate will bring professionalism, sound judgment, strong attention to detail, and a sincere interest in helping clients make confident financial decisions.

This role is ideal for a motivated professional who has a foundation in advisory support, planning preparation, client service, and practice operations and is ready to continue developing within a high-performing team environment.

Responsibilities and Job Functions

Financial Planning, Meeting Preparation & Lead Advisor Support

·        Prepare financial plans, including cash‑flow projections, retirement modeling, insurance analysis, tax projections, and investment allocation reviews

·        Analyze client data and assist in developing thoughtful, client-specific planning recommendations for lead advisor review

·        Participate in client meetings as appropriate by presenting planning updates, documenting recommendations, tracking follow-up items, and supporting lead advisors throughout the client relationship

·        Coordinate with clients, internal team members, and the home office to complete planning, service, and follow-up items accurately and efficiently

·        Document and assign follow‑up action items for team members

Client Service, Research & Practice Support

·        Conduct investment and planning research

·        Accept transaction instructions and make appropriate recommendations in support of lead advisors and client planning objectives, consistent with licensing, supervisory, and compliance requirements

·        Work with the Ameriprise home office and internal team members to support accurate account setup, service requests, ongoing maintenance, and timely issue resolution

·        Maintain client files and records in accordance with compliance and retention policies

·        Support the effective use and ongoing optimization of core systems, including Salesforce, Money Guide Pro, Holistiplan, Thomson, and related planning or practice management tools

·        Help coordinate client and prospect meeting preparation, scheduling, agenda development, and follow-up

·        Document all client interactions and follow‑up tasks

·        Contribute to team workflows, process improvements, and our ongoing effort to deliver a consistent, high-quality client experience

·        Perform additional planning projects or operational tasks as needed

Attributes That Lead to Success:

·        Detail-oriented and Analytical

·        Genuine commitment to serving clients with care, professionalism, and follow-through

·        Growth-oriented, coachable, curious, and motivated to keep improving professionally

·        Comfortable receiving feedback, asking thoughtful questions, and learning from a team environment

·        Professional maturity, sound judgment, and the ability to build trust with clients and teammates

·        Strong professional writing and verbal communication skills

·        Ability to follow and improve standard operating procedures

·        Knowledge of computers, scanners, and other office technology

·        Excellent interpersonal communication and problem-solving skills

• Able to balance interruptions, deadlines, and multiple priorities calmly and effectively

Qualifications Include:

·        Fully licensed with Series 7 and Series 66 required; state life, accident, and health insurance license preferred or expected within a reasonable timeframe

·        Proficiency with Microsoft Office (Outlook, Excel, Word, and PowerPoint)

·        3 years of financial services, associate advisor, support advisor, paraplanning, client service, or related industry experience required

·        Demonstrated interest in financial planning, client relationships, and long-term professional growth

·        Preferred: Bachelor’s degree in Finance, Business, Communications, or a similar field

Nice to Have:

·        Experience with Ameriprise systems

·        Familiarity with Money Guide Pro and Salesforce

·        CFP coursework, CFP designation, or demonstrated interest in pursuing CFP certification

Compensation and Benefits:

·        Full-time, in-office position based in Camas, Washington (occasional remote-work flexibility as needed and coordinated in advance)

·        Initial base salary: $75,000 - $125,000, depending on experience, licenses, advisory skillset, and qualifications

·        Potential team based Annual Incentive Plan (AIP) Bonus (based on a percentage of base salary)

·        13 Paid Holidays 10 days of PTO/Vacation in first year (increases to 15 days in year 2)

·        401(k) with match after 6 months of employment

·        Health, Dental, and Vision Insurance

·        Reimbursement for licensing and certifications

·        Frequent baked goods and pastries, thanks to the office’s strong sweet tooth

We are an Equal Opportunity Employer. The selected candidate will be required to pass a background check and satisfy applicable licensing, registration, and compliance requirements.

To apply, please submit a resume and cover letter to Amber.Colgrove@ampf.com.

You may learn more about us at MeadowsWealthAdvisors.com.