ThisWay Global, Inc.
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Base pay range
$75,000.00/yr - $90,000.00/yr Our partner is hiring an
Investment Advisor Representative
for a
fully on-site role in Seattle, WA
(working location either Kirkland or Lynwood). This position is with a growing financial firm specializing in retirement planning. All qualified leads are provided; no prospecting is required.
Responsibilities
Prepare, present, and implement customized retirement plans Advise clients on financial products such as annuities, life insurance, long-term care solutions, and managed portfolios Provide financial guidance covering investments, insurance, and retirement planning Build and maintain lasting client relationships Follow established processes to meet individual and team performance goals Present financial information at public seminars and workshops Participate in weekly virtual meetings
Requirements
Minimum Qualifications:
Bachelor's degree 5+ years of experience in financial services State Insurance License (Required) Series 65 License (or Series 7/66 combination) Proficiency in Excel, Microsoft Word, and database systems Familiarity with both Windows and Mac operating systems
Preferred Skills & Attributes:
High accountability and personal ownership of outcomes Proactive mindset and initiative in solving problems Commitment to continuous personal and professional improvement Receptiveness to feedback and ability to adapt Strong organizational and goal-tracking skills Excellent communication (written and verbal) Collaborative team orientation Strong mathematical and analytical capabilities Comfortable working within a structured and proven advisory process
Benefits
Salary: $75,000 - $90,000 Additional Compensation: 10% commission in Year 1 Option to switch to 25% commission in lieu of base salary Up to 30% commission in later years Quarterly and annual incentives available Comprehensive health insurance 401(k) with employer match Licensing fee reimbursement Relocation assistance Generous paid time off: 10 company holidays 30 vacation days
Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries IT Services and IT Consulting Referrals increase your chances of interviewing at ThisWay Global by 2x Sign in to set job alerts for “Investment Advisor” roles.
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$75,000.00/yr - $90,000.00/yr Our partner is hiring an
Investment Advisor Representative
for a
fully on-site role in Seattle, WA
(working location either Kirkland or Lynwood). This position is with a growing financial firm specializing in retirement planning. All qualified leads are provided; no prospecting is required.
Responsibilities
Prepare, present, and implement customized retirement plans Advise clients on financial products such as annuities, life insurance, long-term care solutions, and managed portfolios Provide financial guidance covering investments, insurance, and retirement planning Build and maintain lasting client relationships Follow established processes to meet individual and team performance goals Present financial information at public seminars and workshops Participate in weekly virtual meetings
Requirements
Minimum Qualifications:
Bachelor's degree 5+ years of experience in financial services State Insurance License (Required) Series 65 License (or Series 7/66 combination) Proficiency in Excel, Microsoft Word, and database systems Familiarity with both Windows and Mac operating systems
Preferred Skills & Attributes:
High accountability and personal ownership of outcomes Proactive mindset and initiative in solving problems Commitment to continuous personal and professional improvement Receptiveness to feedback and ability to adapt Strong organizational and goal-tracking skills Excellent communication (written and verbal) Collaborative team orientation Strong mathematical and analytical capabilities Comfortable working within a structured and proven advisory process
Benefits
Salary: $75,000 - $90,000 Additional Compensation: 10% commission in Year 1 Option to switch to 25% commission in lieu of base salary Up to 30% commission in later years Quarterly and annual incentives available Comprehensive health insurance 401(k) with employer match Licensing fee reimbursement Relocation assistance Generous paid time off: 10 company holidays 30 vacation days
Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Finance Industries IT Services and IT Consulting Referrals increase your chances of interviewing at ThisWay Global by 2x Sign in to set job alerts for “Investment Advisor” roles.
Financial Advisor - Seattle, WA - 200k (base and bonus)
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr