Wealth Advisor: Invest, Insurance & Client Solutions

Jobtailor; Lacey (WA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor is seeking a dedicated financial advisor to serve branches, delivering NDIPs and advisory services to an assigned book of retail clients. You will solicit investments and insurance solutions, build partnerships with branch managers, and use a consultative sales process to tailor financial solutions.

The role requires active life insurance license and securities registrations, plus a track record of meeting sales goals while ensuring compliance with regulatory requirements.

Qualifications

• Minimum of two (2) years investment sales experience.
• Active Life Insurance License and securities registrations.
• Proficiency in Microsoft Office and broker dealer applications.
• Strong sales results and client advisory capabilities.
• Knowledge of bank-based investment products and cross-selling.

Responsibilities

• Act as a dedicated representative assigned to branches to deliver NDIPs and services.
• Provide advice-based financial solutions for an assigned book of business.
• Solicit new and existing investments and insurance solutions from retail clients.
• Build partnerships with Retail Branch Managers and Centers of Influence.
• Use a consultative, holistic sales process and assessment tools.
• Deliver comprehensive investment and insurance solutions.
• Cross-sell brokerage, advisory, and insurance solutions.
• Ensure compliance with regulatory, broker-dealer, and institution requirements.
• Deliver a high-quality customer service experience.
• Meet or exceed sales goals for the assigned territory.

Skills

Investment Sales Experience

Active Life Insurance License

Active Series 7 Registration

Excellent Customer Service

Financial Planning Knowledge

Excellent Communication Skills

Education

High school diploma or equivalent

Bachelor's Degree Preferred

Tools

Microsoft Office Suite

Broker Dealer Applications

Job description

Jobtailor is seeking a dedicated financial advisor to serve branches, delivering NDIPs and advisory services to an assigned book of retail clients. You will solicit investments and insurance solutions, build partnerships with branch managers, and use a consultative sales process to tailor financial solutions.

The role requires active life insurance license and securities registrations, plus a track record of meeting sales goals while ensuring compliance with regulatory requirements.