Financial Advisor - Seattle
Remote · Renton, Washington, United States
Job Summary
Meet with existing and prospective clients to plan their financial future. Utilize company-provided technology and tools to improve operations. Leverage marketing support (mailings, email blasts, and customized flyers) to expand the business and reach new customers. Collaborate with coworkers and District Vice President to learn new skills, methods, and best practices. Resources include a competitive benefits package with medical/dental/vision/Life, 401(k) with match, company-provided technology and helpdesk, E&O coverage, licensing fees, continuing education and compliance support. Remote work is designated for this role with up to 25% travel. Responsibilities emphasize retirement and financial planning for customers and their families.
Required Qualifications
- High school diploma or GED
- Active FINRA Series 7 license
- Active Series 63 and 65 or 66
- Active state variable life and health license
- 2+ years of experience as a Financial Advisor
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