Associate Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
At SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.
Our work environment includes:
- Modern office setting
- Growth opportunities
- Lively atmosphere
- Safe work environment
- Mentorship
POSITION SUMMARY
We seek a dedicated and knowledgeable Associate Financial Advisor to join our team at SCS in Bellevue, Washington. As an Associate Financial Advisor, you will be crucial in providing financial guidance and support to our clients. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
EQUAL OPPORTUNITY IS REAL HERE
SCS embraces diversity and equal opportunity as essential to the core of who we are.
We are committed to building a team that represents a variety of backgrounds, perspectives,
and skills.
ESSENTIAL FUNCTIONS
- Work closely with senior advisors to develop financial strategies for clients.
- Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance coverage, tax status, financial goals, investment objectives, risk tolerance, and other information necessary for financial planning.
- Identify and pursue new business development opportunities.
- Conduct thorough financial analysis and research to provide tailored recommendations.
- Assist in the creation of financial plans and investment portfolios.
- Collaborate with clients to address their financial goals and concerns.
- Stay up-to-date with industry trends and changes in financial regulations.
- Maintain necessary licenses, including required FINRA liscence and Washington State life and disability insurance licenses.
- Provide exceptional customer service and build strong client relationships.
- Assist in client meetings and presentations.
- Handle administrative tasks related to client accounts.
- Adhere to the firm’s compliance requirements.
- Communicating with clients and internal staff to resolve account-related issues.
- Other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Excellent verbal and written communication skills.
- Excellent interpersonal and customer service skills.
- Extensive knowledge of financial markets and investment strategies.
- Excellent organizational skills and attention to detail.
- Strong analytical and problem-solving skills.
- Proficient with Microsoft Office Suite or related software.
EDUCATION AND EXPERIENCE:
- Bachelor’s degree in: Finance, Accounting, or Business Administration.
- Minimum of 2 years of experience in an advisory role.
- Required: FINRA Liscence Series 65 or a combination ofFINRA Liscences Series 66 & 7
- Required: Licensed in Washington State for life and disability insurance.
WORK ENVIRONMENT/PHYSICAL DEMANDS
- Core Hours: 8 AM - 4:30 PM, Mon-Fri.
- Computer Use: Analyzing data, software, and reports.
- Client Meetings: Occasional regional travel.
- Deadline-Driven: Occasional extended hours.
- Professional Attire: Business dress code.
- Physical Requirements: Desk-based, light lifting.
Job Type: Full-time
Salary Exempt: $70,000.00 per year plus variable bonus
You will be eligible to participate in a variable bonus plan. Actual payouts will be determined based on individual performance objectives and prorated based on the start date.
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
-
Associate Financial Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Bellevue, United States TalentWealth Full timeAt TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their team.This is a unique fully remote opportunity that will focus on financial...
-
Associate Financial Advisor
3 days ago
Bellevue, United States SCS Full timeAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...
-
Financial Advisor
2 weeks ago
Bellevue, United States First National Bank Full timeJob DescriptionJob DescriptionDescription:POSITION OVERVIEW: Responsible for providing personal and business clients and prospects with information regarding financial planning including retirement, education, and tax-advantaged planning services leading to sales of investment and insurance solutions designed to meet client financial goals. Responsible for...
-
Investment Advisor
6 days ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description: Our 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...
-
Investment Advisor
3 days ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description: Our 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...
-
Investment Advisor
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Bellevue, United States B.O.S.S. Retirement Solutions Full timeJob Description:Our 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...
-
Client Services Associate-Wealth Management
5 days ago
Bellevue, United States SCS Full timeAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met. Our work environment includes: Modern office...
-
Client Services Associate-Wealth Management
6 days ago
Bellevue, United States SCS Full timeAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met. Our work environment includes: Modern office...
-
Client Services Associate-Wealth Management
Found in: Appcast Linkedin GBL C2 - 1 week ago
Bellevue, United States SCS Full timeAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...
-
Client Services Associate-Wealth Management
7 days ago
Bellevue, United States SCS Full timeAt SCS, our mission is simple: develop enduring relationships with our clients by providing high quality, unbiased guidance. We serve our clients with personal service from our experienced, collaborative teams. The needs of our clients always come first, and we are not satisfied unless their visions are met.Our work environment includes:Modern office...
-
Service Advisor
Found in: Resume Library US A2 - 1 week ago
Bellevue, Washington, United States AutoNation Chrysler Dodge Jeep Ram Bellevue Full timeOverview: At AutoNation, doing what’s right by the customer comes standard at 300 locations coast to coast, so it’s no wonder we have served over 10 million happy customers. As a Service Advisor, you’ll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills...
-
Cleaning Advisor
Found in: Talent US C2 - 1 week ago
Bellevue, United States Vacation From Cleaning VFC Full timeResponsibilities Execute a variety of cleaning activities such as sweeping, mopping, dusting, polishing, sanitizing and disinfecting kitchen and bath areas per client's request Ensure all rooms are cared for and inspected according to standards Resolve noted reasonable complaints/requests with professionalism and patience to ensure a great customer...
-
Production Associate
2 days ago
Bellevue, United States ABC Technologies (USA Region) Full timeJob DescriptionJob DescriptionFormally known as Windosr Mold Group, ABC Technologies is a leading global manufacturer and supplier of custom, highly engineered, technical plastics, and light-weight innovations to the North American light vehicle industry. Serving more than 25 major original equipment manufacturer customers in 7 countries, the Company is...
-
Production Associate
1 week ago
Bellevue, United States ABC Technologies (USA Region) Full timeJob DescriptionJob DescriptionABC Technologies is a leading global manufacturer and supplier of custom, highly engineered, technical plastics, and light-weight innovations to the North American light vehicle industry. Serving more than 25 major original equipment manufacturer customers in 7 countries, the Company is Molding The Future and is strategically...
-
Sales Associate
7 days ago
Bellevue, United States Stratford Davis Staffing LLC Full timeJob DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...
-
Sales Associate
4 days ago
Bellevue, United States Stratford Davis Staffing LLC Full timeJob DescriptionJob DescriptionEmbark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to the field. Shape your career in sales while enjoying the flexibility of...
-
Production Associate
2 weeks ago
Bellevue, United States ABC Technologies (USA Region) Full timeJob DescriptionJob DescriptionABC Technologies is a leading global manufacturer and supplier of custom, highly engineered, technical plastics, and light-weight innovations to the North American light vehicle industry. Serving more than 25 major original equipment manufacturer customers in 7 countries, the Company is Molding The Future and is strategically...
-
Customer Engagement Director – Financial and HLS Vertical
Found in: Talent US C2 - 2 weeks ago
Bellevue, United States CloudMoyo Full timeJob DescriptionThe Customer Engagement Manager will be responsible for deeply engaging and growing the business relationship of existing accounts. This role will be focused on growing CloudMoyo’s Icertis’ Contract Intelligence Platform services business which includes Consulting, Implementation, Integration, Analytics, GenAI, Application Development and...
-
Wealth Manager
Found in: Appcast Linkedin GBL C2 - 22 hours ago
Bellevue, United States The Help Company Full timeUnder the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the firm’s clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispensable resource for the firm’s clients. Through frequent communication and...
-
Senior Tax Accountant
1 week ago
Bellevue, United States Leslie & Associates, LLC Full timeJob DescriptionJob DescriptionOur Client, a leading locally-owned CPA firm in the Pacific Northwest, is seeking a Tax Senior Associate to join their team.About the role:As trusted advisors and dedicated partners, our highly motivated tax seniors work with other team members to provide closely held companies and high net worth individuals with tax and...