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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

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    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:

    • Bachelors 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)
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