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Financial Advisor in Bellevue,WA,US

Financial AdvisorWe are a well-established, full-service wealth advisory firm . We are rapidly building a reputation for consistently delivering great service, high quality, and unsurpassed value to our clients. We believe that the ability to serve our clients well, begins with the quality and happiness of the team. We continuously invest in building a collaborative team culture, where hard work and productivity are generously rewarded.We are actively recruiting to add a Financial Advisor to our team. The person who earns this position will meet the following criteria:Experience/Education• 3+ years of financial industry experience• HS Diploma• Bachelor's Degree in Business or related field (preferred, but not required)• Series 65• Life and Health License (WA, preferred but not required)Competencies• Strong computer skills• MS Office Suite• Database/CRM• Planning software• Excellent phone skills• Time management• Excellent verbal and written communication skills• Effective public speaker• Comprehensive financial math skillsPersonal Qualities• Professional appearance and manner• Teachable, willing to accept direction and correction• Quick learner• Friendly, outgoing, engaging, smiling personality• Effective active listener• Passionate about serving clients• Desire to serve the team for success• Organized, with an obsession for details• Self-starter• Solution focused - Problem solver• Adaptability, flexibility, patience
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CEO of W3Global
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Gayathri Sridhar
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W3Global is committed to empowering each of our customers through cost-effective, strategic IT Solutions that improve efficiency and add value to their businesses. We maintain a clear focus on deploying adept technologies in a timely manner, and d...

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Full-time, on-site
DATE POSTED
August 28, 2024

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