Financial Solutions Advisor- South Puget Sound Area

Provide comprehensive financial advice and customized solutions to clients to help them achieve financial goals. Responsibilities include triaging client leads, referring to internal partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. Requires completing required licenses and trainings and SAFE Act registration for residential loan mortgage originations. Demonstrates strong client relationship skills, communication, and ability to navigate regulatory due diligence in daily activities. Works in-office with a schedule that includes Monday-Friday and occasional Saturdays; multiple WA banking-center locations listed.