Advisor Talent Solutions · 1 day ago
Financial Advisor - Wenatchee, WA
Wenatchee, WA
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $80K/yrSolomon Financial Group in Wenatchee, WA is a leading boutique retirement planning firm dedicated to providing personalized financial advice and comprehensive wealth management services. They are seeking a motivated Financial Advisor to provide fiduciary guidance to clients and help them achieve their financial goals through tailored investment strategies and retirement planning.
AdviceConsultingStaffing Agency
Responsibilities
Develop personalized financial plans tailored to client needs
Proactively network and leverage referrals to expand client base
Oversee client portfolios and plans, ensuring alignment with their long-term wealth management objectives
Advise clients on life insurance and fixed annuity solutions, asset allocation, risk mitigation strategies, and tax reduction strategies
Build and nurture strong client relationships through effective customer relationship management techniques
Conduct thorough financial analysis using financial planning software and research tools
Stay informed about market trends and conduct research to inform strategic planning decisions
Maintain and update client information using the firm’s CRM system
Confidence to speak publicly and lead seminars and workshops
Qualification
Required
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Willingness to be mentored by a 30-year veteran in the business
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Establishing a long-term career with ample opportunities for growth, including the potential to advance into a leadership role and eventually guide the firm upon the current owner's retirement
You must love serving people!
Preferred
Financial industry experience is a plus!
Licenses are not required but must be willing to obtain
Benefits
401(K)
Profit sharing
Performance bonuses
Paid time off
Company
Advisor Talent Solutions
Advisor Talent Solutions (ATS) partners with independent financial advisors to help them build strong, high-performing teams.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase