Financial Advisor Trainee

Location: In-office presence required in Edmonds or Wenatchee, Washington; Monday–Friday during standard business hours.

Salary: $50,000–$85,000 per year during training; up to $250,000 base plus bonus after training. Incentive compensation is 10%–20% based on production and responsibilities.

Company

hirify.global's Soundview Financial Group is a private wealth advisory practice focused on comprehensive financial planning, long-term client relationships, and succession planning.

What you will do

• Support experienced advisors during a six- to twelve-month training period through shadowing, study, and licensing preparation.
• Gradually assume responsibility for designated client households and support succession planning for retiring advisors.
• Deliver comprehensive financial planning, investment strategies, client meetings, and ongoing portfolio guidance.
• Build and maintain high-touch client relationships, including with lower-decile households and rural communities.
• Identify opportunities to deepen client relationships and contribute to practice revenue growth.
• Maintain documentation, compliance standards, and CRM accuracy while collaborating with senior advisors and operational staff.

Requirements

• Must maintain an in-office presence in Edmonds or Wenatchee due to client needs.
• Ability to obtain Series 7, Series 66, and Washington state insurance licenses, or hold current active securities and insurance licenses.
• Experience or documented education in financial services or wealth management.
• Strong interpersonal, relationship-building, organizational, and proactive skills.
• Comfort serving clients in person and building long-term trust.
• Interest in a long-term advisory career, future leadership, and expanded responsibility.

Nice to have

• Experience working with rural client communities.
• Previous Ameriprise experience.
• Interest in future equity opportunities.

Culture & Benefits

• Collaborative, team-oriented ensemble practice with long-term succession opportunities.
• Health insurance fully paid by the employer for the employee; optional vision and dental coverage are employee-paid.
• Safe harbor 401(k) plan with a 6% match.
• Group life insurance, paid vacation, sick leave, and holidays.
• Paid continuing education and professional designation education.

Hiring process

• Submit a résumé and cover letter describing relevant experience and interest in the opportunity.