Financial Consultant
Vancouver, Washington, United States of America
Full Time
3 days ago
$60,000 - $75,000 USD
No Visa Sponsorship
About this role
Role Overview
- Engage face-to-face with your customers, offering guidance and personalized planning
- Extend the reach of the firm's brand
- Nurture relationships with an existing client base
- Provide comprehensive investment solutions and retirement plans to meet client needs
- Support clients in reaching their retirement goals
Requirements
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 66 licensed and appropriate state registrations OR ability to acquire series 66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment
- Tuition reimbursement
- Learning resources to develop your career