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Financial Services Advisor

2 months ago

Bellevue, United States B.O.S.S. Retirement Solutions and Advisors Full time

Position Overview:


B.O.S.S. Retirement Solutions and Advisors is expanding its team and is in search of a dedicated Investment Advisor Representative. This role provides a unique opportunity to engage directly with clients, including leads generated from seminars and referrals, as well as our existing clientele.


All interested candidates are encouraged to review the following details thoroughly before considering an application.


Key Responsibilities:
  • Engage with clients in a one-on-one setting to understand their financial needs.
  • Provide tailored investment advice and solutions based on individual client circumstances.
  • Maintain and nurture client relationships, ensuring a high level of service and satisfaction.


Ideal Candidate:

The successful candidate will possess a strong aptitude for relationship building and a commitment to delivering exceptional client service. The focus will always be on prioritizing the needs and interests of the clients.