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: While this role is posted as “remote” to expand applicant reach, the position is fully on-site. Relocation to the Kirkland or Lynwood, Washington area is required. 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
Requirements
- Bachelor’s degree required
- Minimum of 5 years of financial services experience
- State Insurance License (required)
- Series 65 License (or Series 7/66 combination) (required)
- Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS
- Strong mathematical, analytical, organizational, and communication skills (verbal and written)
- Ability to work effectively in a team environment and maintain client focus
Benefits
- Location: Relocation Required (Kirkland or Lynwood, Washington)
- Salary: $75,000 – $90,000
- Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives
- Health Insurance
- 401(k) Retirement Match
- Licensing Reimbursement
- Relocation Allowance (mandatory relocation required)
- Paid Time Off: 10 company holidays and 30 vacation days
Originally posted on Himalayas
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