What are the responsibilities and job description for the Investment Advisor position at MOHR Talent?
Investment Advisor Representative
Edmonds, WA | $80,000 – $100,000 | Full-Time
About the Opportunity
I’m partnering with a well-established and growing financial advisory firm that is expanding its team in the Seattle area. They’re looking for experienced financial professionals who thrive on building strong client relationships and delivering customized retirement and wealth strategies.
This is a unique opportunity to step into a role with an existing stream of client leads from seminars and referrals, while also developing long-term relationships with new households. If you’re motivated by helping families reach their financial goals, enjoy collaboration, and want to be rewarded for your results, this is an excellent fit.
What You’ll Be Doing
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Edmonds, WA | $80,000 – $100,000 | Full-Time
About the Opportunity
I’m partnering with a well-established and growing financial advisory firm that is expanding its team in the Seattle area. They’re looking for experienced financial professionals who thrive on building strong client relationships and delivering customized retirement and wealth strategies.
This is a unique opportunity to step into a role with an existing stream of client leads from seminars and referrals, while also developing long-term relationships with new households. If you’re motivated by helping families reach their financial goals, enjoy collaboration, and want to be rewarded for your results, this is an excellent fit.
What You’ll Be Doing
- Meet one-on-one with new and existing clients from company seminars and referrals.
- Prepare, present, and implement customized retirement plans (B.O.S.S. Retirement Blueprints).
- Provide financial planning advice including investments, insurance, and retirement strategies.
- Assist clients with annuities, life insurance, long-term care, and managed portfolios.
- Develop and retain strong client relationships built on trust and results.
- Participate in weekly Zoom meetings and occasional client-facing seminars.
- Collaborate with peers and leadership to meet team and individual goals.
- Bachelor’s degree required.
- 5 years of financial services experience.
- Active Series 65 license (or Series 7/66 combo).
- Active Life & Health Insurance licenses.
- Strong communication, analytical, and organizational skills.
- Proficiency with Excel, Microsoft Word, and database management.
- Entrepreneurial mindset with a client-first approach.
- Base salary: $80k–$100k plus 10% commission in year one.
- Transition to fully commission-based at 25% commission after year one (or earlier if ready).
- First-year earnings potential $120k–$150k, with no commission cap.
- Join a trusted and established financial advisory firm with a strong client referral pipeline.
- Build lasting relationships while helping families secure their financial futures.
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
Salary : $80,000 - $150,000
