What are the responsibilities and job description for the Investment Advisor Representative position at The Well Recruiting Solutions?

Investment Advisor Representative

Our client is currently hiring Advisors for their Bellevue and Bothell, Washington offices

They provide a base-salary DOE generous commissions and all client leads. Top advisors with firm earn $700K

About the Role

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. 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.

Responsibilities

Help families by preparing, presenting, and implementing customized retirement plans
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

Required Skills

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 preferred

3 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)

Salary : $700,000

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Investment Advisor Representative

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