Independent Financial Advisor — Flexible Schedule & Growth

Country Financial Group

Vancouver, Northern (WA, KY)

Hybrid

USD 100,000 - 180,000

Full time

14 days+
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Benefits offered by this job

No buy-in required
Uncapped earning potential
Corporate office support
Marketing resources access

Job summary

COUNTRY Financial is seeking ambitious financial advisors in Vancouver, WA to own and grow a client-focused practice. As COUNTRY Trust Bank Financial Advisors, you’ll operate as an independent contractor with support from COUNTRY’s 100-year brand heritage.

You will diversify income across insurance and financial products, educate clients, collaborate with COUNTRY Insurance Agents, establish an office, conduct seminars, and balance your schedule.

Qualifications

  • Series 6/63 licenses required for eligibility.
  • SIE passage required.
  • Life/Health State Insurance License required.
  • Property/Casualty State Insurance License required.
  • Bachelor’s Degree preferred; otherwise equivalent experience.
  • 2+ years in insurance/financial services; 5+ years in ownership/management.

Responsibilities

  • Diversify income across multiple product lines beyond financial services.
  • Educate clients and prospects about COUNTRY products and services.
  • Collaborate with COUNTRY Insurance Agents to secure business.
  • Establish an office and build a staff as an independent contractor.
  • Conduct financial solution seminars for clients and prospects.
  • Balance career and personal commitments with flexible scheduling.

Skills

Entrepreneurial
Self-motivated
Goal-driven
Strong communicators
Business acumen
Network building

Education

Bachelor’s Degree
Series 6/63 licenses
SIE
Life/Health State Insurance License
Property/Casualty State Insurance License
AAMS
CFA
CPA
CFP
ChFC

Job description

COUNTRY Financial is seeking ambitious financial advisors in Vancouver, WA to own and grow a client-focused practice. As COUNTRY Trust Bank Financial Advisors, you’ll operate as an independent contractor with support from COUNTRY’s 100-year brand heritage.

You will diversify income across insurance and financial products, educate clients, collaborate with COUNTRY Insurance Agents, establish an office, conduct seminars, and balance your schedule.

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