Investment Advisor Representative

Investment Advisor Representative

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