Financial Advisor - Bellevue, WA
$80,000–$120,000 year
On-site · Bellevue, Washington, United States
Job Summary
As a Financial Advisor, you will own your business and help clients navigate life’s financial challenges through various insurance and financial services products. You will be responsible for growing and managing your client base by diversifying income through multiple product lines. Key responsibilities include educating clients, conducting seminars, and managing your schedule for work-life balance. Successful candidates should possess entrepreneurial spirit, strong communication skills, and a track record in business growth within the financial services or insurance industry.
Required Qualifications
- Series 6/63 licenses
- Passed SIE
- Life/Health State Insurance License
- Property/Casualty State Insurance License
Desired Qualifications
- Accredited Asset Management Specialist (AAMS)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Bachelor’s Degree
- 2+ years of experience in the insurance and or financial services industry
- 5+ years of business ownership or managerial experience
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