Jobs
>
Bellevue

    Investment Advisor - Bellevue, United States - B.O.S.S. Retirement Solutions

    B.O.S.S. Retirement Solutions
    B.O.S.S. Retirement Solutions Bellevue, United States

    1 week ago

    Default job background
    Accounting / Finance
    Description

    Job Description:

    Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Bellevue/Bothell, WA office location.

    Responsibilities


    • Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)


    • Assist clients with annuities, life insurance, long-term care & managed portfolios


    • Provide financial planning advice to include investment, insurance & retirement


    • Develop, manage, and retain strong client relationships


    • Meet individual and team goals through following set processes and procedures


    • Participate in public seminars to present financial information and/or to introduce the presenter


    • Attend weekly meetings via zoom

    Critical Competencies:


    • 100% Accountability – Always takes 100% ownership for results and outcomes

    • Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to

    problems


    • Abundant growth mindset – Possesses determination and commitment to improving self in all areas of

    life from personal to professional


    • Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative

    feedback

    · Tracking individual progress and performance to meet and surpass minimum expectations


    • Persistence – Demonstrates tenacity and willingness to go the distance to get something done


    • An entrepreneurial perspective to help families


    • Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling


    • Strong organizational, prioritization, interpersonal & management skills

    · Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships


    • Strong mathematical and analytical skills


    • Excellent communications skills; both verbal and written

    Average compensation: $250,000

    Minimum Qualifications:

    • Bachelor's Degree required
    • 5+ years of financial services experience
    • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
    • Industry knowledge
    • State Insurance License - Required
    • Series 65 License – Required (or 7/66 combo)
  • B.O.S.S. Retirement Solutions

    Investment Advisor

    3 days ago

    B.O.S.S. Retirement Solutions Bellevue, United States

    Job Description: · Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as exis ...

  • Northwest Bancorp, Inc.

    Associate Financial Advisor

    1 day ago

    Northwest Bancorp, Inc. Bellevue, United States

    The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists wit ...

  • TalentWealth

    Associate Financial Advisor

    3 days ago

    TalentWealth Bellevue, United States

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...

  • Fidelity TalentSource LLC

    Wealth Management Planning Consultant

    13 hours ago

    Fidelity TalentSource LLC Bellevue, United States

    · Job Description: · Wealth Management Planning Consultant · For you, client interactions aren t just transactions. They re relationships that need to be nurtured. Our mission is to build strong, personal relationships with our clients and that's a key component to the role of t ...

  • TalentWealth

    Associate Financial Advisor

    1 day ago

    TalentWealth Bellevue, United States

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client located in Bellevue, WA is a well-established independent practice in need of an Associate Financial Advisor to join their t ...

  • Fidelity TalentSource LLC

    Regional Planning Consultant

    6 days ago

    Fidelity TalentSource LLC Bellevue, United States

    · Job Description: · Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? · Our Financial Planning offices are filled with energy an ...

  • Fidelity TalentSource LLC

    Investment Consultant

    13 hours ago

    Fidelity TalentSource LLC Bellevue, United States

    · Job Description: · Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importa ...

  • Oppenheimer & Co.

    Registered Client Service Associate

    2 days ago

    Oppenheimer & Co. Bellevue, United States

    Who We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities ...

  • Oppenheimer & Co.

    Registered Client Service Associate

    6 days ago

    Oppenheimer & Co. Bellevue, United States

    Who We Are:Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brok ...

  • Parcion Private Wealth

    Client Service Associate

    1 day ago

    Parcion Private Wealth Bellevue, United States Full time

    Client Service Specialist · Parcion Private Wealth is looking for a dynamic individual to assist in our firm's promise to help clients reach their goals and aspirations. We are seeking an experienced Client Service Associate (referred to at Parcion as Client Service Specialist or ...

  • Fidelity Investments

    VP, Wealth Management Advisor

    5 days ago

    Fidelity Investments Bellevue, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity Investments

    VP, Wealth Management Advisor

    5 days ago

    Fidelity Investments Bellevue, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity Investments

    VP, Wealth Management Advisor

    4 hours ago

    Fidelity Investments Bellevue, United States

    Job Description: · The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and ta ...

  • Fidelity Investments

    Investment Consultant

    4 hours ago

    Fidelity Investments Bellevue, United States

    Job Description: Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance ...

  • Fidelity Investments

    Investment Consultant

    5 days ago

    Fidelity Investments Bellevue, United States

    Job Description: Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance ...

  • Fidelity Investments

    Investment Consultant

    5 days ago

    Fidelity Investments Bellevue, United States

    Job Description:Investment Consultant · You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance o ...

  • The Help Company

    Wealth Manager

    1 day ago

    The Help Company Bellevue, United States

    Under the direction of the Market Leader, the Wealth Manager is responsible for providing the highest level of wealth management services to the firms clients. Analytical and possessing a passion for understanding investments, the Wealth Manager acts as an essential and indispens ...

  • Fidelity TalentSource LLC

    Planning Consultant

    13 hours ago

    Fidelity TalentSource LLC Bellevue, United States

    · Job Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy ...

  • Fidelity TalentSource LLC

    Planning Consultant

    6 days ago

    Fidelity TalentSource LLC Bellevue, United States

    Job Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...

  • Northwest Bancorp, Inc.

    Community Lending Officer

    1 day ago

    Northwest Bancorp, Inc. Bellevue, United States

    The Community Lending Officer is responsible for proactively soliciting and originating new CRA qualifying residential mortgage and small business relationships through internal and external sources in an assigned geographic area. This individual will participate in providing fin ...