Associate Financial Advisor – Pacific Northwest Consultants
Core
Support financial advisors and clients with personalized, fiduciary-driven advice, investments, insurance, and banking services.
Role type
Associate Financial Advisor (Client-facing support & advisory)
Builds
Client financial well-being through purpose-based advice, investments, insurance, and banking
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities registration (Series 7, 66/63/65), Life/Health/Annuities licensing, customer service, financial product analysis, insurance coverage interpretation, trade order execution, marketing execution
Preferred skills
Administrative/secretarial experience, 2+ years customer service experience, planning and organizing, analytical thinking
Technologies
FINRA registration systems, state licensing platforms, investment tracking tools
Responsibilities
Handle sensitive communications with members/customers, facilitate product seminars, identify criteria for fund selection, counsel customers on financial products, open and complete product applications, conduct research for securities recommendations, obtain financial information, accept securities trade orders, explain and interpret insurance coverage, issue insurance contracts, assist advisors in client meetings, drive marketing services
Seniority
Individual Contributor, entry-to-mid level