Investment Advisor

B.O.S.S. Retirement Solutions; Kirkland (WA); On-site; USD 70,000 - 90,000; Full time

Job summary

A growing financial firm in Kirkland is seeking an experienced Investment Advisor Representative to develop and implement customized retirement plans. The ideal candidate has over 5 years of financial services experience and excels in client relationship management. This full-time role emphasizes strong organizational skills and accountability, requiring a Bachelor's degree and relevant licenses.

Qualifications

• 5+ years of financial services experience required.
• Proficient in financial software and basic computer skills.
• State Insurance License and Series 65 License required.

Responsibilities

• Prepare and implement customized retirement plans.
• Assist clients with financial products such as annuities and life insurance.
• Meet individual and team goals through established processes.

Skills

Client relationship building

Financial planning advice

Persuasive ability

Communication skills

Organizational skills

Analytical skills

Proactivity

Education

Bachelor’s Degree

Tools

Excel

Microsoft Word

Database Management

Job description

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Overview

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team. The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. No marketing or prospecting required. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Kirkland and Lynnwood, WA office locations.

Responsibilities

• Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
• Assist clients with annuities, life insurance, long-term care & managed portfolios
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals through following set processes and procedures
• Participate in public seminars to present financial information and/or to introduce the presenter
• Attend weekly meetings via zoom
• 100% Accountability – Always takes 100% ownership for results and outcomes
• Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to problems
• Abundant growth mindset – Possesses determination and commitment to improving self in all areas of life from personal to professional
• Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback
• Tracking individual progress and performance to meet and surpass minimum expectations
• Persistence – Demonstrates tenacity and willingness to go the distance to get something done
• An entrepreneurial perspective to help families
• Persuasive ability - compelling communication, asking great questions, and a mastery in the art of selling
• Strong organizational, prioritization, interpersonal & management skills
• Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written

Minimum Qualifications

• Bachelor’s Degree required
• 5+ years of financial services experience
• Proficient in Excel, Microsoft Word, Database Management with basic understanding of Windows and Mac IOS
• Industry knowledge
• State Insurance License - Required
• Series 65 License – Required (or 7/66 combo)

Other Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

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