Financial Services Leader
2 weeks ago
Puget Sound Financial Strategies, a reputable financial services firm in Tacoma, WA, is seeking a highly skilled and motivated Lead Financial Advisor to join their team.
The ideal candidate will possess strong initiative, a positive attitude, and excellent communication skills. They will be responsible for building and maintaining strong client relationships, developing and implementing customized financial plans, and providing expert financial planning advice.
Key Responsibilities:
- Prepare and present 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 the 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 for you and your family
- All training, including travel, paid by the company
Salary: $70,000-$80,000, with a commission structure to be negotiated.
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