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 and Training

• Must obtain state life, health, and annuity licenses, as well as securities registrations (Series 6 and 63 or 7 and 66)
• Completion of a comprehensive training program lasting up to eight weeks
• Self-disciplined and driven to succeed
• Motivated by helping others achieve their goals
• Experience in outside sales, business management, education, or similar fields is beneficial