Financial Advisor - Bellevue, WA
COUNTRY Financial®a day ago
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OnsiteFull-timeEntry
Summary
COUNTRY Financial® is seeking a Financial Advisor to join their team in Bellevue, WA. The role involves helping clients prepare for life's planned and unexpected moments with the right financial services and insurance products.
About the Role
As a Financial Advisor, you will take a consultative approach to grow your business with existing and prospective clients. You will diversify your income through multiple product lines, educate clients about products and services, collaborate with insurance agents, establish an office, conduct seminars, and manage your schedule flexibly.
About You
Required:
- Series 6/63 licenses
- Passed SIE
- Life/Health State Insurance License
- Property/Casualty State Insurance License
Preferred:
- Accredited Asset Management Specialist (AAMS)
- Chartered Financial Analyst (CFA)
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- Bachelor’s Degree
- 2+ years of experience in the insurance and or financial services industry
- 5+ years of business ownership or managerial experience
Benefits
- Uncapped earning potential with performance-based rewards.
- Access to continued learning and marketing resources.
- Corporate office support.
- Affiliation with a 100-year-old brand heritage.
COUNTRY Financial®
COUNTRY Financial® provides insurance and financial services for over a million households and businesses across 19 states. We have a long history of protecting people. Formed by a group of farmers in 1925, we now have more than 3,000 employees and over 1,700 representatives to help our clients protect what matters most and plan for a secure future. We’re more than an insurance company — COUNTRY Financial clients not only trust us with insuring their homes, cars, farms, businesses, and lives, but also to help them plan for the future with investing, retirement and financial services.
Bellevue, WA