Investment Advisor Representative
ThisWay Global
MacOS
Financial Advisor, Investments
ThisWay Global
full-time
Posted on:
Origin: • 🇺🇸 United States • Washington
Visit company websiteSalary
💰 $75,000 - $90,000 per year
Job Level
Mid-LevelSenior
Tech Stack
MacOS
About the role
- Support clients in developing and implementing personalized retirement strategies
- Fully on-site role requiring relocation to Kirkland or Lynwood, Washington; relocation allowance provided
- Qualified client appointments are set by the in-house team; no prospecting required
- 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
