Lead Financial Advisor
Are you looking to join an independently owned firm where you can have the support to grow your book of business and clientele? Do you currently work for a company that is not a good long-term fit? Are you a half step away from wanting to break out and start your own business but aren't sure if you want to take on that endeavor yourself?
If this sounds like you and your situation, come and talk with us. We are looking for a self-motivated, customer focused individual who enjoys working closely with clients and developing long-term relationships, we would like to talk to you!
Our established financial service firm,
Puget Sound Financial Strategies, in Tacoma, WA
is seeking to add a Lead Financial Advisor to our Team! Come sit with us and let's talk about your future; we might be a great fit for you and your growing book of business!
Key Traits:
Strong initiative
Positive attitude
Ability to market to local clients
Persistence
An entrepreneurial perspective to build client base
Persuasive ability
Minimum Requirements:
College degree preferred
5+ years of financial services experience with an emphasis on sales
Life and Health Licensed; Series 65
Have a current transferable book of business
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and Power Point)
Experience with Redtail/CRM preferred, but not required
Position Responsibilities:
Prepare, present, and implement customized financial plans
Assist clients with annuities, life, long-term care, and managed money
Provide financial planning advice to include investment, insurance, and retirement
Develop, manage, and retain strong client relationships
Assist main Advisor with meeting individual and team goals
Salary:
$70,000-$80,000
Commission:
Based on experience and existing book size
Benefits:
Simple IRA w/ company match at 6 months employment
Time off when needed
Fun company events to be attended by you and your family!
All training (including travel) to be paid by the company
Hours:
Monday - Friday, 9am-5pm
Presented by Advisor Employee Services
Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website ( and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities.
Receive real-time job alerts and never miss the right job again
RET Physical Therapy and Healthcare Specialists
US - WA - WA - Kirkland
January 26, 2025
Overview: Physical Therapist - Full - Time - Kirkland Job Type: Full-time Pay: $85,000-$105,000 annually Sign-on Bonus: up to $15,000 sign-on bonus Location: Kirkland, WA Compensation will be based on experience. RET is a part of the Confluent Health family. We emphasize a strong evidence-based...
US - WA - WA - Pullman
January 30, 2025
Magnet Medical is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Pullman, Washington. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: 03/03/2025 • Duration: 26 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type: Travel The...
US - WA - WA - Tacoma
January 30, 2025
Magnet Medical is seeking a travel Ultrasound Technologist for a travel job in Tacoma, Washington. & Requirements • Specialty: Ultrasound Technologist • Discipline: Allied Health Professional • Start Date: 02/17/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type:...
US - WA - WA - Seattle
January 28, 2025
Focus Staff is seeking a travel nurse RN Psychiatric for a travel nursing job in Seattle, Washington. & Requirements • Specialty: Psychiatric • Discipline: RN • Start Date: 02/24/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel Focus Staff is seeking...
US - WA - WA - Everett
January 29, 2025
Magnet Medical is seeking a travel nurse RN CVOR for a travel nursing job in Everett, Washington. & Requirements • Specialty: CVOR • Discipline: RN • Start Date: 02/17/2025 • Duration: 13 weeks • 40 hours per week • Shift: 10 hours, days • Employment Type: Travel The Registered Nurse (RN) in the...
US - WA - WA - Colville
January 28, 2025
Care Team Solutions is seeking a travel nurse RN PACU - Post Anesthesia Care for a travel nursing job in Colville, Washington. & Requirements • Specialty: PACU - Post Anesthesia Care • Discipline: RN • Start Date: 02/24/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment...
US - WA - WA - Federal Way
January 27, 2025
Magnet Medical is seeking a travel CT Technologist for a travel job in Federal Way, Washington. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: 02/17/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, nights • Employment Type: Travel A...
US - WA - WA - Seattle
January 30, 2025
Focus Staff is seeking a travel nurse RN Oncology for a travel nursing job in Seattle, Washington. & Requirements • Specialty: Oncology • Discipline: RN • Start Date: 02/17/2025 • Duration: 26 weeks • 40 hours per week • Shift: 10 hours, days • Employment Type: Travel Focus Staff is seeking a...
US - WA - WA - Tacoma
January 29, 2025
Ardor Health Solutions is seeking a travel Ultrasound Technologist for a travel job in Tacoma, Washington. & Requirements • Specialty: Ultrasound Technologist • Discipline: Allied Health Professional • Start Date: 02/17/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days •...
US - WA - WA - Everett
January 29, 2025
Care Team Solutions is seeking a travel nurse RN CVOR for a travel nursing job in Everett, Washington. & Requirements • Specialty: CVOR • Discipline: RN • Start Date: 02/17/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment Type: Travel Registered Nurse must have 2+ years of...
US - WA - WA - Everett
January 30, 2025
Focus Staff is seeking a travel CVOR Technologist for a travel job in Everett, Washington. & Requirements • Specialty: CVOR Technologist • Discipline: Allied Health Professional • Start Date: 02/24/2025 • Duration: 13 weeks • 40 hours per week • Shift: 10 hours, days • Employment Type: Travel Focus...
US - WA - WA - Seattle
January 29, 2025
Care Team Solutions is seeking a travel nurse RN Clinic for a travel nursing job in Seattle, Washington. & Requirements • Specialty: Clinic • Discipline: RN • Start Date: 02/24/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment Type: Travel Registered Nurse must have 2+...
US - WA - WA - Seattle
January 29, 2025
Focus Staff is seeking a travel nurse RN Telemetry for a travel nursing job in Seattle, Washington. & Requirements • Specialty: Telemetry • Discipline: RN • Start Date: 02/17/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel Focus Staff is seeking a...
US - WA - WA - Puyallup
January 29, 2025
MedPro Healthcare Staffing is seeking a travel nurse RN OR - Operating Room for a travel nursing job in Puyallup, Washington. & Requirements • Specialty: OR - Operating Room • Discipline: RN • Start Date: 03/10/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type:...
US - WA - WA - Aberdeen
January 28, 2025
Magnet Medical is seeking a travel Respiratory Therapist for a travel job in Aberdeen, Washington. & Requirements • Specialty: Respiratory Therapist • Discipline: Allied Health Professional • Start Date: 02/10/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type:...
US - WA - WA - Anacortes
January 30, 2025
Magnet Medical is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Anacortes, Washington. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: 02/11/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel The...
US - WA - WA - Silverdale
January 26, 2025
Focus Staff is seeking a travel nurse RN Med Surg for a travel nursing job in Silverdale, Washington. & Requirements • Specialty: Med Surg • Discipline: RN • Start Date: 02/17/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel Focus Staff is seeking a...
MedPro Healthcare Allied Staffing
US - WA - WA - Walla Walla
January 30, 2025
MedPro Healthcare Allied Staffing is seeking a travel Respiratory Therapist for a travel job in Walla Walla, Washington. & Requirements • Specialty: Respiratory Therapist • Discipline: Allied Health Professional • Start Date: 02/24/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours,...
US - WA - WA - Kennewick
January 29, 2025
Magnet Medical is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Kennewick, Washington. & Requirements • Specialty: ED - Emergency Department • Discipline: RN • Start Date: 03/03/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment...
US - WA - WA - Olympia
January 28, 2025
Focus Staff is seeking a LPN / LVN for a travel job in Olympia, Washington. & Requirements • Specialty: LPN / LVN • Discipline: LPN / LVN • Start Date: 02/24/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel Focus Staff is seeking a Licensed Practical...
US - WA - WA - Kennewick
January 29, 2025
MedPro Healthcare Staffing is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Kennewick, Washington. & Requirements • Specialty: ED - Emergency Department • Discipline: RN • Start Date: 03/03/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights •...
US - WA - WA - Richland
January 30, 2025
MedPro Healthcare Staffing is seeking a travel nurse RN Med Surg / Telemetry for a travel nursing job in Richland, Washington. & Requirements • Specialty: Med Surg / Telemetry • Discipline: RN • Start Date: 03/10/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment...
Yakima Valley Farm Workers Clinic
US - WA - WA - Deer Park
January 16, 2025
Join our team as a Behavioral Health Consultant at Unify Community Health in Spokane, WA, and be part of a healthcare organization that believes in making a difference beyond medical care! At Yakima Valley Farm Workers Clinic, we value inclusivity, and we are more than just a job - we are a...
Yakima Valley Farm Workers Clinic
US - WA - WA - Fairchild Air Force Base
January 16, 2025
Join our team as a Behavioral Health Consultant at Unify Community Health in Spokane, WA, and be part of a healthcare organization that believes in making a difference beyond medical care! At Yakima Valley Farm Workers Clinic, we value inclusivity, and we are more than just a job - we are a...
US - WA - WA - Olympia
January 28, 2025
Focus Staff is seeking a travel Physical Therapist for a travel job in Olympia, Washington. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: 03/03/2025 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel Focus Staff is seeking a...
US - WA - WA - Puyallup
January 29, 2025
Magnet Medical is seeking a travel nurse RN ED - Emergency Department for a travel nursing job in Puyallup, Washington. & Requirements • Specialty: ED - Emergency Department • Discipline: RN • Start Date: 02/24/2025 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment...
Yakima Valley Farm Workers Clinic
US - WA - WA - Mica
January 16, 2025
Join our team as a Behavioral Health Consultant at Unify Community Health in Spokane, WA, and be part of a healthcare organization that believes in making a difference beyond medical care! At Yakima Valley Farm Workers Clinic, we value inclusivity, and we are more than just a job - we are a...