Lead Financial Advisor

2 months ago


Tacoma, Washington, United States Puget Sound Financial Strategies Full time
Lead Financial Advisor Opportunity

Puget Sound Financial Strategies is seeking a highly motivated and experienced Lead Financial Advisor to join our team in Tacoma, WA. As a key member of our team, you will be responsible for providing exceptional financial planning and advisory services to our clients.

Key Responsibilities:

  • Develop and implement customized financial plans for clients
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice on investment, insurance, and retirement
  • Build and maintain strong client relationships
  • Collaborate with the main Advisor to meet individual and team goals

Requirements:

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

Benefits:

  • Simple IRA with company match after 6 months of employment
  • Flexible work hours and time off when needed
  • Opportunities for professional growth and development
  • Competitive salary and commission structure

About Us:

Puget Sound Financial Strategies is a reputable and expanding business model that represents the top 1% of financial advisors in all 50 states. We are committed to providing exceptional financial services to our clients and are seeking a talented and motivated individual to join our team.



  • Tacoma, Washington, United States Advisor Employee Services Full time

    About the Role:We are seeking a highly motivated and experienced Lead Financial Advisor to join our team at Advisor Employee Services. As a Lead Financial Advisor, 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...


  • Tacoma, Washington, United States Advisor Employee Services Full time

    Lead Financial Advisor OpportunityWe 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...


  • Tacoma, Washington, United States Advisor Employee Services Full time

    Job Summary:We are seeking a highly skilled Senior Financial Consultant 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.Key Responsibilities:Develop and implement customized financial plans for clientsAssist clients with annuities, life,...


  • Tacoma, Washington, United States American Income Life AO - Robert Park Full time

    About American Income Life AO - Robert ParkAmerican Income Life AO - Robert Park is one of the largest providers of supplemental coverage to labor unions, credit unions, and associations. We are licensed in 49 states, the District of Columbia, Canada, and New Zealand.A wholly owned subsidiary of Globe Life which is a S&P 500 company traded on the New York...


  • Tacoma, Washington, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to providing exceptional service to our clients, and we are seeking a skilled Business Solutions Advisor to join our team.As a Business Solutions Advisor, you will be responsible for providing...


  • Tacoma, Washington, United States Bank of America Full time

    Job Title: Business Solutions AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert advice.This role is responsible for providing specialized guidance and support to financial center clients, helping them navigate the full spectrum of borrowing and banking options.Key...

  • Ford Service Advisor

    3 weeks ago


    Tacoma, Washington, United States Titus Will Ford Full time

    We are Titus-Will Ford, a leading Ford dealership in Pierce County. We are seeking a skilled Service Advisor to join our team in Tacoma. As a Service Advisor, you will play a crucial role in ensuring our customers receive exceptional service and support. Key Responsibilities: * Provide exceptional customer service and support * Work closely with service...

  • Service Advisor

    3 weeks ago


    Tacoma, Washington, United States Car Pros Automotive Group Full time

    Job SummaryWe are seeking a skilled Service Advisor to join our team at Car Pros Automotive Group. As a Service Advisor, you will be responsible for greeting customers, determining repair needs, and communicating with customers throughout the repair process.Key ResponsibilitiesGreet customers and determine their repair needs through questioning and visual...

  • Ford Service Advisor

    3 weeks ago


    Tacoma, Washington, United States Titus Will Ford Full time

    We are Titus-Will Ford, a leading Ford dealership in Pierce County, seeking a highly skilled Service Advisor to join our team in Tacoma. As a Service Advisor, you will play a critical role in delivering exceptional customer service and ensuring the smooth operation of our service department.Key Responsibilities:Provide exceptional customer service and ensure...

  • Financial Analyst

    4 weeks ago


    Tacoma, Washington, United States Sound Physicians Full time

    About the Role:The Financial Analyst will play a critical role in managing all financial reporting and analytics functions for Sound Physicians. This individual will work closely with the business leadership and other centralized functions to build and manage the infrastructure necessary for the success of our service lines.Key Responsibilities:Support...

  • Travel Team Lead

    3 weeks ago


    Tacoma, Washington, United States Bank of America Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.We hire individuals with a broad range of backgrounds and experiences and invest heavily in our...


  • Tacoma, Washington, United States Sound Physicians Full time

    About Sound PhysiciansSound Physicians is a leading national medical group that delivers high-quality patient care and innovative healthcare solutions. With a strong presence in 45 states and over 400 hospitals, we are committed to improving the lives of our patients and communities.Job SummaryWe are seeking a highly skilled and experienced Director of...


  • Tacoma, Washington, United States Making A Difference Foundation Full time

    Job Title: Director of FinanceAt Making a Difference Foundation, we are seeking a highly skilled and experienced Director of Finance to lead our financial management and strategy. The ideal candidate will have a strong background in financial management, excellent analytical and communication skills, and the ability to work collaboratively with our...


  • Tacoma, Washington, United States Making A Difference Foundation Full time

    Job Title: Director, Financial Services Banking DataJob Summary:The Director of Financial Services Banking Data is responsible for the day-to-day financial management of Making a Difference Foundation. This position leads the organization's financial strategy to enhance strategic decision-making and strengthen the organization's internal capacity and...


  • Tacoma, Washington, United States Lumina Financial Solutions Full time

    Job OpportunityAre you looking for a rewarding career in insurance with high earning potential and growth opportunities? Lumina Financial Solutions is seeking individuals with a growth and entrepreneurial mindset, resilience, positive attitude, self-motivation, coachability, strong work ethic, and alignment with our core values.We specialize in protecting...


  • Tacoma, Washington, United States Oak Grove Financial Full time

    Protect Families Financially from HomeWe are seeking a motivated and results-driven Home-Based Sales Representative to join our team at Oak Grove Financial. As a sales professional, you will work from the comfort of your own home office, helping families protect their financial future.Key Responsibilities:Follow up with leads and schedule appointments to...


  • Tacoma, Washington, United States Bankers Life Full time

    Bankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, want to oversee your own business, enjoy critical thinking, and strive to better your career, then consider joining our team of Financial Professionals.Our award-winning...


  • Tacoma, Washington, United States The Bank of America Corporation Full time

    At Bank of America, our purpose is to help make financial lives better through every connection. We achieve this through Responsible Growth, delivering for our clients, teammates, communities, and shareholders. As a Business Solutions Advisor, you will leverage your expertise to drive financial growth and build strong client relationships.Key...

  • Tax Professional

    3 weeks ago


    Tacoma, Washington, United States USX Advisors Washington LLC Full time

    Job OpportunityWe are seeking a highly motivated and detail-oriented Tax Professional to join our team at USX Advisors Washington LLC. As a Tax Professional, you will have the opportunity to work with a diverse range of clients and tackle challenging projects that help you grow your skills.Key Responsibilities:Assist in preparing and reviewing tax returns...


  • Tacoma, Washington, United States Kitsap Bank Full time

    Job DescriptionAs a Financial Service Specialist at Kitsap Bank, you will play a key role in providing exceptional customer service and representing the bank in a professional manner to clients. Your primary responsibility will be to build and enhance client relationships by actively promoting the bank's products and services.Key Responsibilities:Interview...