Financial Services Professional

4 weeks ago


Tacoma, Washington, United States Advisor Employee Services Full time
Lead Financial Advisor Opportunity

We are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will be responsible for providing exceptional financial planning advice to our clients, developing and managing strong client relationships, and assisting our main Advisor in meeting individual and team goals.

Key Responsibilities:

  • Prepare and present customized financial plans to clients
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice on investment, insurance, and retirement
  • Develop and manage strong client relationships
  • Assist main Advisor with meeting individual and team goals

Requirements:

  • College degree preferred
  • 2+ years of financial service experience required
  • Series 65 and Life and Health required
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Experience with CRM preferred

Benefits:

  • Simple IRA with company match at 6 months employment
  • Time off when needed
  • Fun company events to be attended by you and your family
  • All training, including travel, to be paid by the company

Salary: $70,000-$80,000, with commission structure to be negotiated.



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