Investment Advisor Representative

Investment Advisor RepresentativeOur client is currently hiring Advisors for their Bellevue and Bothell, Washington officesThey provide a base-salary DOE + generous commissions and all client leads. Top advisors with firm earn $700K+About the RoleOur well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first.ResponsibilitiesHelp families by preparing, presenting, and implementing customized retirement plansAssist clients with annuities, life insurance, long-term care & managed portfoliosProvide financial planning advice to include investment, insurance & retirementDevelop, manage, and retain strong client relationshipsMeet individual and team goals through following set processes and proceduresParticipate in public seminars to present financial information andor to introduce the presenterAttend weekly meetings via zoom Required Skills100% Accountability - Always takes 100% ownership for results and outcomesStrong initiativeProactive - Act without being told what to do. Generate innovative approaches to problemsAbundant growth mindset - Possesses determination and commitment to improving self in all areas of life from personal to professionalOpenness to feedback and ideas - Often solicits feedback and reacts calmly to criticism or negative feedbackTracking individual progress and performance to meet and surpass minimum expectationsPersistence - Demonstrates tenacity and willingness to go the distance to get something doneAn entrepreneurial perspective to help familiesPersuasive ability -compelling communication, asking great questions, and a mastery in the art of sellingStrong organizational, prioritization, interpersonal & management skillsTeamwork - Reaches out to peers & cooperates with supervisors for collaborative working relationshipsStrong mathematical and analytical skillsExcellent communications skills; both verbal and written Minimum QualificationsBachelor's Degree preferred3+ years of financial services experienceProficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac dustry knowledgeState Insurance License - RequiredSeries 65 License - Required (or 766 combo)

Created: 2025-02-21