About this opportunity
Thriveguard financial lists this Financial Advisor opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We are seeking a motivated and ambitious individual to join our financial services team as an Entry Level Financial Professional/Consultant. The successful candidate will be responsible for providing financial advice and services to clients, as well as identifying and pursuing new business opportunities.
Responsibilities
Meet with clients to discuss their financial goals, needs, and concerns
Develop and implement financial plans tailored to each client's individual needs
Educate individuals on investments, retirement planning, insurance, and other financial products and services
Analyze market trends and provide regular updates to clients on their investment portfolios
Build and maintain strong relationships with clients to ensure their satisfaction and retention
Identify and pursue new business opportunities through networking and referrals
Participate in training and development programs to enhance knowledge and skill
Compensation
Performance based bonuses and incentives
1099 commission only
Hours
Work from home
Part time and full time available
Seniority level
Entry level
Employment type
Part-time
Job function
Finance and Sales
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.