Team-Based Financial Advisor - Holder & Albrecht Financial Group
$60,000–$80,000 year
On-site · Spokane, Washington, United States
Job Summary
Team-Based Financial Advisor role focusing on learning and development with mentorship from Lead Advisors. After licensing and training (8-13 weeks), you’ll start building a book of business, meet with clients to grow relationships, solicit and recommend products, and support the sponsoring team in traditional advisor activities. Role involves joint fieldwork, in-office collaboration five days per week in Spokane/Wenatchee, WA, and opportunities to work with tools like Salesforce and Money Guide Pro to provide comprehensive financial guidance across retirement, investments, insurance, and banking solutions.
Required Qualifications
- Bachelor’s degree or equivalent experience
- Satisfactory background check
- fingerprinting and securities registration and/or insurance licensing verification
Desired Qualifications
- Bachelor’s degree or equivalent experience
- Military veterans are encouraged to apply
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