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Overview
Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team. The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Kirkland and Lynnwood, WA office locations.
Responsibilities
Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
Assist clients with annuities, life insurance, long-term care & managed portfolios
Provide financial planning advice to include investment, insurance & retirement
Develop, manage, and retain strong client relationships
Meet individual and team goals through following set processes and procedures
Participate in public seminars to present financial information and/or to introduce the presenter
Attend weekly meetings via zoom
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 & 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
Minimum Qualifications
Bachelors 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)
Other Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
Referrals increase your chances of interviewing at B.O.S.S. Retirement Solutions by 2x Get notified about new Investment Advisor jobs in Kirkland, WA. #J-18808-Ljbffr
Minimum Qualifications
Bachelors 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)
Other Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales
Referrals increase your chances of interviewing at B.O.S.S. Retirement Solutions by 2x Get notified about new Investment Advisor jobs in Kirkland, WA. #J-18808-Ljbffr