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Experienced Financial Advisor

Employer
Barnum Financial Group
Location
Seattle, Washington State
Salary
Base, bonus, planning fees, commissions
Closing date
Feb 28, 2024

View more

Job Role
Financial Advisor
Employment Type
Contract
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Experienced Financial Advisor / Planner

Barnum Financial Group - West based in Seattle, WA is growing rapidly and seeking experienced financial advisors to join our team!

The Opportunity

Leverage your experience, personal drive, people skills, and commitment to helping others. As a Financial Advisor with Barnum Financial Group - West, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth.

We provide a powerful combination of support including:

  • Exclusive national partnership program that provides consistent flow of warm appointments
  • Personal coaching and mentoring from proven winners.
  • Customized marketing support to help you acquire clients.
  • Independent platform with access to a broad range of products and services to meet client needs.
  • Tools to manage your practice and support the sales process.

Duties and responsibilities

  • Developing and maintaining long-term relationships with clients
  • Providing financial solutions for clients through fact gathering and needs analyses.
  • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
  • Partnering with newer advisors to fill your funnel and senior advisors to expand your skills and revenue.

Qualifications

  • Minimum of three years in a sales role in the financial services sector - advisor, planner, or associate.
  • Outstanding interpersonal, organizational and communication skills (written and verbal).
  • Self-starter who is goal oriented with proven results.
  • Team player with strong work ethic
  • Insurance license(s), Series 6/63 required. 6/63/65 or 7/66 preferred.
  • Bachelor’s degree preferred.
  • Professional financial planning designation preferred – e.g., CFP ®, CFA ®, ChFC ®

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000

CRN202602-4037889

 

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