Financial Advisor - Investments

Investment Advisor Representative

Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.

Please note : This position is listed in Denver, CO to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move.

This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security.

Responsibilities

• Prepare, present, and implement customized retirement plans
• Assist clients with annuities, life insurance, long-term care, and managed portfolios
• Provide financial planning advice across investments, insurance, and retirement planning
• Develop, manage, and maintain strong client relationships
• Follow established processes and procedures to achieve individual and team goals
• Participate in public seminars to share financial information or introduce the firm
• Attend weekly virtual meetings