Washington Licensed Financial Associate

Job Summary

A company is looking for an Associate to provide expert financial advice and support clients in making informed financial decisions.

Key Responsibilities

• Meet with potential clients to establish long-term relationships based on shared values and goals
• Educate clients on financial decisions related to investments, insurance, retirement, and generosity
• Build a personal network through local nonprofits, churches, and businesses for future growth

Required Qualifications, Training, and Education

• Completion of state insurance licenses (life, health & variable contracts) and Series 7 and 66 registrations
• Ability to work independently and demonstrate self-discipline
• Motivation to help others achieve their financial goals
• Strong interpersonal skills and a natural inclination to coach or guide others
• Varied professional backgrounds are welcome, including sales, business management, education, and military experience