Financial Advisor

BrokerHunter; Bellevue (WA); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Bellevue, WA is seeking a talented Financial Advisor. This role involves nurturing long-term relationships with clients and providing exceptional investment solutions. The ideal candidate has at least 3 years of experience, holds necessary FINRA certifications, and preferably a CFP. Join our team and make an impact on your clients' financial well-being.

Qualifications

• 3+ years of experience in financial advising.
• Series 65 and/or 66 and state registrations required within 3 months of hire.
• Experience with High Net Worth clients.

Responsibilities

• Nurture relationships with an existing client base.
• Provide appropriate investment solutions to existing clients.
• Expand the acquisition of new customers.

Skills

Understanding of financial markets

Knowledge of investment products

Client engagement

Leadership qualities

Education

FINRA Series 7 & 63

CFP certification (preferred)

Job description

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Our Client is looking for talented Financial Advisors just like you!

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies.

Opportunities in Bellevue WA for Investment Consultant

Expertise We’re Looking For

• FINRA Series 7 & 63 required prior to hire
• Series 65 and/or 66 and state registrations required within 3 months of hire
• Experience with High Net Worth clients
• A CFP is preferred; if you don’t already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
• 3+ years experience

Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

Skills You Bring

• You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele
• Remarkable knowledge of investment products
• Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
• Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client’s broad range of investment needs

Value You Deliver

• No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning
• Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
• Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Sales, and Business Development

Industries

Financial Services and Investment Management

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