MOHR Talent
3 days ago Be among the first 25 applicants
About the Role
Our client is a well-established and growing financial services firm dedicated to helping families achieve their retirement goals. They are seeking an experienced Financial Advisor to join their team. This role offers warm, qualified leads from seminars, referrals, and an existing client base, no cold calling so you can focus on building relationships and delivering exceptional client experiences.
Responsibilities
Meet one-on-one with qualified prospects and existing clients to design and implement customized retirement plans
Advise on annuities, life insurance, long-term care, and managed portfolios
Provide comprehensive guidance on investments, insurance, and retirement planning
Build, manage, and retain strong client relationships with a clients first approach
Meet and exceed individual and team goals by following proven processes
Participate in public seminars to present financial concepts and connect with potential clients
Attend weekly virtual team meetings for collaboration and strategy sharing
Qualifications
Bachelors degree (required)
5+ years of financial services experience
Active State Insurance License (required)
Active Series 65 or Series 7/66 license (required)
Proficiency in Microsoft Excel, Word, and CRM/Database management
Strong organizational, analytical, and communication skills
Entrepreneurial mindset with high accountability, persistence, and a commitment to continuous growth
Why Join Us
Warm, qualified leadsno cold calling
Collaborative, growth-oriented culture
Opportunity to directly impact clients financial futures while advancing your career
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Get notified about new Financial Advisor jobs in
Edmonds, WA . Financial Advisor - Seattle, WA - 200k (base and bonus)
Bellevue, WA $80,000.00-$100,000.00 5 days ago Bellevue, WA $75,000.00-$125,000.00 1 month ago Everett, WA $75,000.00-$125,000.00 1 month ago Bellevue, WA $56,000.00-$72,000.00 2 weeks ago Bellevue, WA $88,000.00-$150,000.00 1 month ago Bellevue, WA $185,000.00-$250,000.00 4 weeks ago Seattle, WA $75,000.00-$90,000.00 1 month ago Bothell, WA $100,000.00-$150,000.00 3 days ago Bellevue, WA $70,000.00-$105,000.00 6 days ago Seattle, WA $322,000.00-$564,000.00 1 month ago Seattle, WA $56,000.00-$72,000.00 5 days ago Junior-Level Financial & Business Analyst - 154368-1
Bellevue, WA $55,000.00-$75,000.00 2 weeks ago Seattle, WA $148,495.00-$174,700.00 1 week ago Greater Seattle Area $150,000.00-$200,000.00 4 days ago Seattle, WA $75,000.00-$95,000.00 1 week ago Financial Consultant Academy - January and April 2026 Cohorts
Woodinville, WA $120,000.00-$150,000.00 2 days ago Greater Seattle Area $75,000.00-$100,000.00 4 days ago Bellevue, WA $150,000.00-$1,000,000.00 1 week ago Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Kirkland, WA $75,000.00-$95,000.00 2 months ago Seattle, WA $55,000.00-$75,000.00 1 week ago Financial Professional - Retirement Benefits Group
Greater Seattle Area $43,500.00-$125,000.00 2 weeks ago Greater Seattle Area $80,000.00-$120,000.00 3 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Our client is a well-established and growing financial services firm dedicated to helping families achieve their retirement goals. They are seeking an experienced Financial Advisor to join their team. This role offers warm, qualified leads from seminars, referrals, and an existing client base, no cold calling so you can focus on building relationships and delivering exceptional client experiences.
Responsibilities
Meet one-on-one with qualified prospects and existing clients to design and implement customized retirement plans
Advise on annuities, life insurance, long-term care, and managed portfolios
Provide comprehensive guidance on investments, insurance, and retirement planning
Build, manage, and retain strong client relationships with a clients first approach
Meet and exceed individual and team goals by following proven processes
Participate in public seminars to present financial concepts and connect with potential clients
Attend weekly virtual team meetings for collaboration and strategy sharing
Qualifications
Bachelors degree (required)
5+ years of financial services experience
Active State Insurance License (required)
Active Series 65 or Series 7/66 license (required)
Proficiency in Microsoft Excel, Word, and CRM/Database management
Strong organizational, analytical, and communication skills
Entrepreneurial mindset with high accountability, persistence, and a commitment to continuous growth
Why Join Us
Warm, qualified leadsno cold calling
Collaborative, growth-oriented culture
Opportunity to directly impact clients financial futures while advancing your career
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Staffing and Recruiting Referrals increase your chances of interviewing at MOHR Talent by 2x Get notified about new Financial Advisor jobs in
Edmonds, WA . Financial Advisor - Seattle, WA - 200k (base and bonus)
Bellevue, WA $80,000.00-$100,000.00 5 days ago Bellevue, WA $75,000.00-$125,000.00 1 month ago Everett, WA $75,000.00-$125,000.00 1 month ago Bellevue, WA $56,000.00-$72,000.00 2 weeks ago Bellevue, WA $88,000.00-$150,000.00 1 month ago Bellevue, WA $185,000.00-$250,000.00 4 weeks ago Seattle, WA $75,000.00-$90,000.00 1 month ago Bothell, WA $100,000.00-$150,000.00 3 days ago Bellevue, WA $70,000.00-$105,000.00 6 days ago Seattle, WA $322,000.00-$564,000.00 1 month ago Seattle, WA $56,000.00-$72,000.00 5 days ago Junior-Level Financial & Business Analyst - 154368-1
Bellevue, WA $55,000.00-$75,000.00 2 weeks ago Seattle, WA $148,495.00-$174,700.00 1 week ago Greater Seattle Area $150,000.00-$200,000.00 4 days ago Seattle, WA $75,000.00-$95,000.00 1 week ago Financial Consultant Academy - January and April 2026 Cohorts
Woodinville, WA $120,000.00-$150,000.00 2 days ago Greater Seattle Area $75,000.00-$100,000.00 4 days ago Bellevue, WA $150,000.00-$1,000,000.00 1 week ago Team-Based Financial Advisor - Cascade West Group- Kirkland, WA
Kirkland, WA $75,000.00-$95,000.00 2 months ago Seattle, WA $55,000.00-$75,000.00 1 week ago Financial Professional - Retirement Benefits Group
Greater Seattle Area $43,500.00-$125,000.00 2 weeks ago Greater Seattle Area $80,000.00-$120,000.00 3 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr