Financial Services Professional

3 weeks ago


Seattle, Washington, United States RK Partners Full time

{"h1": "Financial Advisor Role at RK Partners", "p": "As a Financial Advisor at RK Partners, you\u0027ll be part of our entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products. You\u0027ll have access to powerful sales tools and a large resource network so you can focus on activities that get results. A Financial Advisor with us has more avenues to provide to their clients. This also means you are CRIA licensed (Corporate Registered Investment Advisor).", "ul": [{"li": "Prospecting for clients through referrals, personal observation, and networking"}, {"li": "Developing and maintaining long-term relationships with clients"}, {"li": "Fact gathering and needs analyses to arrive at client-centric financial solutions"}, {"li": "Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates"}], "h2": "Responsibilities", "p": "", "ul": [{"li": "Strong interpersonal skills and customer service focus"}, {"li": "Market development/networking abilities"}, {"li": "Presentation and organization skills"}, {"li": "Strong work ethic, self-motivated, and goal-oriented"}, {"li": "BA, BS, and/or graduate degree or equivalent work experience required"}], "h2": "Qualifications", "p": "Results-driven compensation and access to a competitive benefits package available for qualified Financial Services Professionals including medical, dental vision, life, and disability insurance, 100% company-funded pension plan, and 401K. In addition, the company\u0027s strong and growing network of financial professionals helps clients make good financial decisions for the long term.", "h2": "Benefits"}



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