Washington Licensed Associate Financial Advisor

Job Summary

Supporting a growing financial services practice, the full-time Washington Licensed Associate Financial Advisor will collaborate with a Lead Advisor to assist clients with investment planning, insurance solutions, and relationship management in a hybrid work environment.

Key responsibilities

• Facilitate client meetings and prepare case materials while maintaining sensitive communications
• Conduct research and provide recommendations on financial products and investment advisory services
• Participate in marketing initiatives and community-building efforts to enhance client engagement

Required qualifications

• Current Securities (Series 7 and 66 or Series 7, 63 and 65) and Life, Health, and Annuities registration
• 3-5 years of experience in Financial Services as a licensed Advisor
• Proficiency in Money Guide Pro, Wealthscape, Morningstar, and Salesforce preferred
• CFP designation is preferred but not required
• Ability to manage multiple tasks while maintaining confidentiality and high-quality work standards