Washington Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor- Team Sponsored Launch.

Key Responsibilities

• Meet with potential clients to build long-term relationships based on shared values and goals
• Educate clients on financial decisions regarding investments, insurance, retirement, and generosity
• Develop a personal network through local nonprofits, churches, and businesses for future growth

Required Qualifications, Training, and Education

• Obtain state life, health, and annuity licenses, as well as securities registrations (Series 6, 63, 7, or 66)
• Participate in a comprehensive training program post-licensing
• Self-disciplined and driven to succeed
• Motivated by helping others achieve their goals
• Experience in outside sales, business management, education, ministry, or similar fields is beneficial