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Job Description:
Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first. This position is for our Bellevue/Bothell, WA office location.
Responsibilities
• Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
• Assist clients with annuities, life insurance, long-term care & managed portfolios
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals through following set processes and procedures
• Participate in public seminars to present financial information and/or to introduce the presenter
• Attend weekly meetings via zoom
Critical Competencies:
• 100% Accountability – Always takes 100% ownership for results and outcomes
problems
• Abundant growth mindset – Possesses determination and commitment to improving self in all areas of
life from personal to professional
• Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative
feedback
· Tracking individual progress and performance to meet and surpass minimum expectations
• Persistence – Demonstrates tenacity and willingness to go the distance to get something done
• An entrepreneurial perspective to help families
• Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
• Strong organizational, prioritization, interpersonal & management skills
· Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written
Average compensation: $250,000
Minimum Qualifications:
Full Time
$122k-180k (estimate)
04/30/2024
05/16/2024
bossretirement.com
OREM, UT
25 - 50
2008
SCOTT M MCCULLOUGH
<$5M
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Quotes from people on Investment Advisor job description and responsibilities
Investment Advisor responsible for the evaluation of investment activities such as short-term debt securities, long-term equity, investment projects and objectives.
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They analyzes investment opportunities and recommends investments as appropriate.
02/16/2022: Lima, OH
Investment Advisor dealing with compliance reports, updating client records, processing trade tickets and dealing with other recordkeeping procedures.
02/26/2022: Raleigh, NC
An advisor should be able to explain how they’re adding value for any amount charged above standard rates.
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Financial advisors usually execute trades and construct portfolios for their clients.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Investment Advisor jobs
When advisors register their license, they must fill out Form ADV.
02/17/2022: Hopkinsville, KY
Some are robo-advisors with an added human element, offering computer-managed portfolios and access to a team of financial advisors for planning guidance and advice.
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Vet the financial advisor's background.
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Choosing the right property at the right price.
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Develop a Strong Support System.
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