Senior Financial Advisor

2 weeks ago


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

B.O.S.S. Retirement Solutions is seeking a highly skilled Senior Financial Advisor to join our team.

About the Role:

We are looking for a motivated and experienced professional to assist clients with annuities, life insurance, long-term care, and managed portfolios. The ideal candidate will have a Bachelor's Degree and 5+ years of financial services experience, including proficiency in Excel, Microsoft Word, and Database Management.

Responsibilities:

  • Help families prepare, present, and implement customized retirement plans (B.O.S.S. Retirement Blueprints)
  • Assist clients with financial planning, including investment, insurance, and retirement advice
  • Develop and manage strong client relationships
  • Meet individual and team goals through following set processes and procedures
  • Participate in public seminars to present financial information and/or introduce the presenter
  • Attend weekly meetings via zoom

Critical Competencies:

  • 100% Accountability - Always takes 100% ownership for results and outcomes
  • Strong initiative/Proactive - Act without being told what to do. Generate innovative approaches to problems
  • Abundant growth mindset - Possesses determination and commitment to improving self in all areas of life from personal to professional
  • Openness to feedback and ideas - Often solicits feedback and reacts calmly to criticism or negative feedback
  • Tracking individual progress and performance to meet and surpass minimum expectations
  • Persistence - Demonstrates tenacity and willingness to go the distance to get something done
  • An entrepreneurial perspective to help families
  • Persuasive ability - Compelling communication, asking great questions, and a mastery in the art of selling
  • Strong organizational, prioritization, interpersonal, and management skills
  • Teamwork - Reaches out to peers & cooperates with supervisors for collaborative working relationships
  • Strong mathematical and analytical skills
  • Excellent communications skills - Both verbal and written

Requirements:

  • Bachelor's Degree required
  • 5+ years of financial services experience
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS
  • Industry knowledge
  • State Insurance License - Required
  • Series 65 License - Required (or 7/66 combo)

We offer a competitive compensation package and opportunities for growth and development.

Apply now to join our team and take the first step towards a rewarding career in financial services



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