Washington Licensed Associate Financial Advisor

Job Summary

Supporting a growing financial practice, the full-time Washington Licensed Associate Financial Advisor will assist clients by providing personalized advice, handling sensitive communications, and facilitating workshops, with the option for remote work for qualified candidates.

Key responsibilities

• Handle sensitive communications and ensure high customer satisfaction through effective verbal and written responses
• Facilitate product-specific seminars and workshops while advising clients on suitable financial products and investment services
• Conduct research for securities product recommendations and assist financial advisors in client meeting preparations

Required qualifications

• Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health, and Annuities registration required
• Minimum of 2 years of demonstrated customer service experience preferred
• Ability to maintain confidentiality and handle sensitive information
• Basic understanding of financial products and services offered by the sponsoring financial advisor
• Previous administrative or secretarial experience desired