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Investment Advisor Representative
ThisWaySeattle, WA
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Job Description
Our partner is hiring an Investment Advisor Representative for a fully on-site role in Seattle, WA (working location either Kirkland or Lynwood). This position is with a growing financial firm specializing in retirement planning. All qualified leads are provided; no prospecting is required.
Responsibilities
- Prepare, present, and implement customized retirement plans
- Advise clients on financial products such as annuities, life insurance, long-term care solutions, and managed portfolios
- Provide financial guidance covering investments, insurance, and retirement planning
- Build and maintain lasting client relationships
- Follow established processes to meet individual and team performance goals
- Present financial information at public seminars and workshops
- Participate in weekly virtual meetings
Requirements
Minimum Qualifications:
- Bachelor’s degree
- 5+ years of experience in financial services
- State Insurance License (Required)
- Series 65 License (or Series 7/66 combination)
- Proficiency in Excel, Microsoft Word, and database systems
- Familiarity with both Windows and Mac operating systems
Preferred Skills & Attributes:
- High accountability and personal ownership of outcomes
- Proactive mindset and initiative in solving problems
- Commitment to continuous personal and professional improvement
- Receptiveness to feedback and ability to adapt
- Strong organizational and goal-tracking skills
- Excellent communication (written and verbal)
- Collaborative team orientation
- Strong mathematical and analytical capabilities
- Comfortable working within a structured and proven advisory process
Benefits
- Salary: $75,000 – $90,000
- Additional Compensation:
- 10% commission in Year 1
- Option to switch to 25% commission in lieu of base salary
- Up to 30% commission in later years
- Quarterly and annual incentives available
- Comprehensive health insurance
- 401(k) with employer match
- Licensing fee reimbursement
- Relocation assistance
- Generous paid time off:
- 10 company holidays
- 30 vacation days
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.