Financial Advisor

Financial Advisor The Perillo Group
• Seattle, WA, United States

Financial Advisor

We are seeking a dedicated and experienced Financial Advisor to join our team in the Seattle-Bellevue area. As a Financial Advisor, you will be responsible for providing financial guidance and advice to clients based on their financial goals and objectives.

• Evaluate clients' financial situations and develop personalized financial plans
• Assist clients in making informed decisions about their investments
• Monitor and manage clients' investments to help them achieve their financial goals
• Provide guidance on insurance options, estate planning, and other financial aspects
• Stay up-to-date on financial trends and investment opportunities

• Bachelor's degree in Finance, Economics, or related field
• Series 65 is required. Series 7 or 66 is a plus.
• Minimum of 2 years of experience in financial planning or client advisory role
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team

If you are passionate about helping clients achieve their financial goals and possess the required qualifications, we would love to hear from you. Join our team as a Financial Advisor and make a difference in people's financial futures.

The pay listed for this role is 90k base + additional commissions offered.