Financial Advisor
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Job Description
Experience/Education
3 years of financial industry experience
HS Diploma
Bachelors degree in business/finance/economics or related field (preferred but not required)
Series 65
Life and Health License (WA preferred but not required)
Personal Qualities
Professional appearance and manner
Teachable willing to accept direction and correction
Quick learner
Friendly outgoing engaging smiling personality
Effective active listener
Passionate about serving clients
Desire to serve the team for success
Organized with an obsession for details
Selfstarter
Solutionfocused Problem solver
Adaptability flexibility patience
Employment Type
Full Time
Key Skills
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