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Location: Kirkland and Lynnwood, WA Offices (On-site, NO REMOTE OPPORTUNITIES)
Compensation: Base Salary (DOE) + Commissions + ALL leads provided
About the Opportunity
Are you an experienced financial professional with a passion for helping families build their ideal retirement? Do you thrive in a relationship-driven environment and love seeing your efforts make a real impact?
We’re partnering with a fast-growing, client-focused financial firm with opportunities in Kirkland and Lynnwood, WA that’s growing and expanding their team of Investment Advisor Representatives. With a steady stream of pre-qualified leads, you’ll be able to focus on advising, not cold-calling.
What You’ll Be Doing
- Meet 1-on-1 with warm leads from seminars, referrals, and existing clients
- Craft and implement customized retirement and financial plans
- Advise on annuities, life insurance, long-term care, and managed portfolios
- Deliver top-tier client experiences that put people first
- Present financial topics at educational seminars
- Attend weekly Zoom team meetings to stay connected and inspired
- Hosting up to 3 dinner workshops per month to engage with clients
What You Bring to the Table
- 3+ years in the financial services industry
- Series 65 (or 7/66 combo) and State Insurance License (required before start date)
- Strong relationship-building, communication, and follow-up skills
- A growth mindset with an entrepreneurial spark
- Confidence in retirement planning, financial advice, and sales
Who Thrives Here
You take 100% ownership of your results
You're proactive and solution-oriented
You’re a great communicator and a better listener
You value feedback and want to keep growing
You're organized, coachable, and love helping people win
- Base salary starting at $75,000 DOE + 10% Commission
- High commissions (most advisors earn $120K–$200K+ in year one!)
- ALL leads provided – no cold calling, prospecting, or processing!
- Professional Designation Reimbursement
- Incredible growth path – top earners hit $700K+
- Supportive, high-performing team environment
- Current book of Business? Cash offers 1x-3x revenue!
- 401K, Health, Life, Dental, Vision, Disability and More
- 30 Days of Vacation provided/Year
Ready to take your advisory career to the next level?
Apply now to be part of a firm that values integrity, excellence, and client success above all else.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Sales and Finance
Referrals increase your chances of interviewing at The Well Recruiting Solutions by 2x
Inferred from the description for this job
Medical insurance
Vision insurance
401(k)
Disability insurance
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