Financial Planning Consultant

Financial Advisor

Steller Wealth Planning | Issaquah, WA | Full-Time
Base Salary: $95,000–$105,000 + Performance-Based Bonuses
Are you an experienced financial professional ready to take ownership of established client relationships, grow within a supportive team, and build a long-term advisory career?
Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a motivated, relationship-driven Financial Advisor to join our collaborative wealth management team.
This is not a traditional advisor opportunity focused solely on building a book of business from scratch. Our practice has an established client base and a strong support structure. You will progressively take responsibility for current clients while helping strengthen existing relationships and grow the practice.
A core part of this position is transitioning existing Steller Wealth Planning clients to the incoming Financial Advisor over time. Working alongside our experienced advisors, you will gradually assume primary responsibility for these relationships as you become familiar with clients and their planning needs. The role also offers a path toward greater leadership responsibilities and potential future equity ownership.
At Steller Wealth Planning, we believe that exceptional financial advice begins with meaningful relationships.
We serve a loyal client base with a strong emphasis on comprehensive financial planning, coaching, and long-term relationships rather than transactional sales.
Imagine looking forward to coming to work: joining a close-knit, supportive group that values collaboration, mutual respect, a healthy work-life balance, and the opportunity to do meaningful work without sacrificing personal time.
Our advisors are supported by an established operational team, allowing them to focus on financial planning, developing client relationships, and delivering meaningful advice rather than managing every administrative detail independently.
Lead or participate in client meetings, providing personalized financial guidance and identifying opportunities to address evolving client needs.
Financial Planning & Implementation
Develop, present, and implement comprehensive financial plans addressing retirement, investments, insurance, and broader wealth management needs.
Deliver financial planning and investment strategies aligned with clients financial goals and circumstances.
Translate complex financial concepts into clear, actionable guidance that helps clients make informed decisions.
Identify additional planning opportunities within existing client relationships and coordinate implementation with the advisory and operations teams.
Collaborate with advisors and support staff to deliver consistent, high-quality client service.
Coordinate meeting preparation, follow-up activities, and implementation of planning recommendations.
Leverage the practices established support structure to ensure timely execution of client needs and a seamless client experience.
Maintain accurate documentation and adhere to applicable regulatory and compliance requirements.
We are looking for more than someone who can deliver financial advice. We want a professional who enjoys building relationships, welcomes responsibility for existing clients, and values a positive, healthy team environment where people support one another and look forward to their work.
Enjoys working directly with clients and building lasting relationships.
Is comfortable contributing to business development while maintaining a planning-first, relationship-driven approach.
Appreciates the opportunity to work within an established practice while helping shape its future.
If you are an experienced financial professional looking to take on established client relationships, build a meaningful advisory career, and join a team that values both client outcomes and quality of life, we encourage you to apply.
Bachelors degree.
Minimum of 3 years of client-facing financial services experience.
Demonstrated knowledge of financial planning, investment solutions, and relationship management.
Candidates with relevant financial planning or investment experience who are not fully licensed may be considered, with licensing sponsorship and support available.
Washington Life & Health Insurance license.
Experience in a financial advisory or wealth management practice.
Familiarity with financial planning software and client relationship management systems.
Ameriprise Financial experience is beneficial but not required.
Performance-Based Bonuses: Uncapped earning potential tied to client growth, financial planning activity, and revenue contribution.
Long-Term Career Opportunity: Progressive transition of existing client relationships, expanded leadership responsibilities, and potential future equity participation as the advisor contributes to the practice’s success.
Health insurance
SIMPLE IRA retirement plan
Paid time off and paid holidays
Schedule: Monday–Friday, standard business hours, with no evenings or weekends.
In-office in Issaquah, WA, with limited hybrid flexibility following the training period.