Financial Advisor 2026 (New Business)

Job description

Leverge Plnners is seeking vles-bse Finncil visors to screen n evelop high probbility prospects into long-term clients. If yo thrive on connecting with people, nvigting importnt ecisions, n moving converstions towr ction, this role is esigne for yo. Yo'll work with high-probbility prospects from or events n yor mrketing efforts, n gie them throgh iscovery, pln presenttion, implementtion, n long-term onboring. Yo'll own the reltionship from strt to finish, with fll spport from or internl plnning n client service tems.

bot Leverge Plnners LLC

t Leverge Plnners, we bolish finncil nxiety for Ble Jen Millionires, proviing them with lifelong finncil secrity, freeom, n pece they eserve. escription

Why This Role is ifferent

This is NOT tritionl "trick n convince" sles pproch role

This is role of filtering n isqlifying those who o not fit, inste of sing tctics n tricks to try to convince them tht they o

This is role of BEING Trstworthy n Respectfl, n proviing prospects the opportnity to isclose THEIR trstworthiness n respectbility

Or mrketing genertes high probbility prospects

Yo'll evelop reltionships to generte high probbility prospects

Yo'll evelop eeper, meningfl client reltionships

Yo're spporte by n mzing bck-office tem

Yor income reflects yor bility to filter for, n generte trst n respect

Wht Yo'll o (Rn or Sles Process, s follows)

Meet with compny-generte n orgnic/self-generte Prospects

Perform 3-45 minte visory Session to etermine mtl Trst n Respect

When mtlly gree, schele n hol Strtegy Session to review their finncils

When mtlly gree, engge to begin option, n schele money moves

With Investment Committee spport, evelop their Engineere Retirement Lifestyle Pln (ERLP)

t their eployment Meeting, present their ERLP for jstments n greement

Coorinte with internl tems to evelop, eliver, n implement the ERLP

Gie clients throgh ccont setp, proct pplictions, n onboring

Mintin momentm n ccontbility throgh every step of the enggement

'Own the client's experience' for their first fll yer

Hnoff the client to or service tem once the reltionship is flly estblishe

Wht Yo Bring

MST lrey possess t lest one license:

Series 65 (or willingness to obtin within 3 ys)

Life & Helth License (or willingness to obtin within 3 ys)

2+ yers of experience in finncil vising, insrnce, or trst-bse sles

Evience bility to emptheticlly le clients to sccessfl ecisions

Strong orgniztionl hbits n ttention to etil

CRM flency (HbSpot experience pls)

Wht Yo Cn Expect

Competitive rw-bse (pre-pi nerne commissions) compenstion strctre ntil ncppe triling commissions re greter thn the rw

Tem-bse spport moel; yo're spporte t every stge of the client jorney

Compny-generte prospects to spplement yor orgnic prospects

Helth, entl, n 41(k) benefits with employer contribtions

Worl Clss onsite Olympic weights, spin clss, & yog fitness clb

Cler pth to vncement n leership for high performers

How to pply

Sbmit yor resme n short recore self-introctory vieo bot who yo relly re, why yo wnt to chnge the worl, n wht excites yo bot helping people tke ction on their finncil ftre. We work 9% of or time vi live n recore vieo. How yo present yorself on vieo is extremely importnt. If we re mze with yor thenticity n pssion, we will knock own brriers to schele n interview SP.

Leverge Plnners LLC is n Eql Opportnity Employer.

Slry

$65, - $12, per yer

Worksite address

bellevue, WA, 98009, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.