WA-Tacoma Licensed series 65 Fiduciary Advisor jobs in United States
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American Senior Benefits · 3 weeks ago

WA-Tacoma Licensed series 65 Fiduciary Advisor

positionUS-WA-
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $200K/yr

American Senior Benefits is a company that offers a unique approach to financial advising, allowing their advisors to represent a wide range of investment providers. The role focuses on building relationships with clients aged 55 and older, guiding them through various financial strategies and planning for retirement.

FinanceFinancial ServicesInsuranceRetirement
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Growth Opportunities

Responsibilities

Build trusted relationships with clients 55+, guiding them through investment strategies, annuities, retirement income planning, and asset protection
Educate and empower clients via one‑on‑one consultations and workshops
Manage your own book—prospecting with ASB‑provided tools, nurturing loyal, referral‑based clientele
Grow into a leadership or mentor role, with commission overrides on teams you develop

Qualification

Licensed series 65Financial services experienceSales experienceRetirement planningRelationship-drivenEthicalPassionate about helping seniorsSelf-motivated

Required

Licensed series 65 fiduciary advisors
Relationship‑driven, ethical, and passionate about helping seniors secure their retirement
Self‑motivated with sales or financial services experience (insurance, annuities, retirement planning)
Comfortable working independently in the field while tapping into a collaborative team

Company

American Senior Benefits

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American Senior Benefits is an insurance company that provides life insurance and home insurance services.
dateFounded in 2005
location
Olathe, Kansas, USA
people-size1001-5000 employees
web-link
https://americanseniorbenefits.com

Funding

Current Stage
Late Stage

Leadership Team

J
Jim Sweeney
Managing Partner
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Company data provided by crunchbase