Investment Consultant - Tacoma, WA

Proactively reach out to clients through needs-based conversations and solution positioning while applying active listening and thoughtful questioning to align services with client goals. Manage priorities across outreach, follow-up, and administrative work to build relationship management skills and support client experiences. Collaborate with Financial Consultants and branch leaders to drive results, taking ownership of your learning, professional growth, and achievement of individual and team objectives. Complete the mandatory four-week Wealth Management University program and continue hands-on training with mentorship. This role serves as a critical first step on the path to becoming a Financial Consultant, offering a clear career progression with bonus and incentive opportunities tied to performance.