Financial Consultant
Tukwila, Washington, United States of America
Full Time
3 days ago
$60,000 - $75,000 USD
No Visa Sponsorship
About this role
Role Overview
- engage face-to-face with your customers, offering guidance and personalized planning
- nurture relationships with an existing client base
- support clients by providing comprehensive investment solutions and retirement plans
- effectively engage clients through personal interactions
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career