Financial Advisor

Job in Seattle, King County, Washington, 98127, USA

Listing for: Thriveguard financial

Full Time position
Listed on 2026-02-06

Job specializations:

Finance & Banking
Financial Advisor, Financial Consultant, Financial Sales

We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.

Responsibilities

Meet with clients to discuss their financial goals, needs, and concerns

Develop and implement financial plans tailored to each client's individual needs

Educate individuals on investments, retirement planning, insurance, and other financial products and services

Analyze market trends and provide regular updates to clients on their investment portfolios

Build and maintain strong relationships with clients to ensure their satisfaction and retention

Identify and pursue new business opportunities through networking and referrals

Participate in training and development programs to enhance knowledge and skill

Compensation

Performance based bonuses and incentives
1099 commission only

Hours

Work from home
Part time and full time available

Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales

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