Lead Financial Advisor — Seattle: Client Growth & Planning

E.A. Buck Financial Services; Seattle (WA); On-site; USD 75,000 - 125,000; Full time

Benefits offered by this job

401k with generous matching

100% employer paid insurance (health, vision, dental)

Paid holidays

PTO

Eligibility to enroll in HSA and FSA

Job summary

E.A. Buck Financial Services is seeking a Lead Financial Advisor to join their team in Seattle, WA. The ideal candidate will excel in building strong client relationships and providing superior service while developing financial plans tailored to client needs. This role offers the opportunity to work with a robust marketing engine and enjoy a supportive work environment with comprehensive benefits.

Qualifications

• 2+ years of financial service experience required.
• Series 66 or 65 and Life and Health required.
• Ability to bring a small book of business.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managed money.
• Develop, manage, and retain strong client relationships.

Skills

Strong initiative

Persistence

Strong organizational skills

Excellent communication skills

Education

Series 66 or 65 and Life and Health

2+ years of financial service experience

Tools

MS Office Suite

CRM

Job description

E.A. Buck Financial Services is seeking a Lead Financial Advisor to join their team in Seattle, WA. The ideal candidate will excel in building strong client relationships and providing superior service while developing financial plans tailored to client needs. This role offers the opportunity to work with a robust marketing engine and enjoy a supportive work environment with comprehensive benefits.