Associate Financial Advisor - Ascend National Wealth Advisors- Bellevue, WA

Responsibilities

• Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
• Facilitate and/or co-present product specific seminars and/or workshops as necessary
• Participate in business planning for the Practice as needed
• Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
• Open and complete product applications
• Conduct substantive research or information gathering that will be used with making suitable securities product recommendations or providing appropriate investment advice (e.g. conducting due diligence, etc.)
• Obtain member/customer financial and/or suitability information
• Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
• Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
• Issue certificates of insurance, endorsements, binders, commitments, or insurance contracts
• Assist financial representatives in the preparation and follow up for the member/customer meetings
• Collaborate with financial representatives to assist client with product changes
• Participate and drive marketing services including direct-mail, fraternal activities, seminars, meetings
• Additional responsibilities may be assigned in accordance with licensure and business needs

Qualifications

• Securities registered (series 7 & 66 or 6 & 63)
• WA State Life and Health insurance licensing
• 3+ years customer service experience
• Excellent communication skills, verbal and written
• Strong attention to detail
• Knowledge of business technology such as Microsoft Word, Excel, Outlook, Salesforce, and DocuSign or ability to learn
• Ability to work independently, prioritize tasks, and self-direct to meet deadlines
• Desire to work collaboratively and support peers

Pay

Base salary ranging from $70,000 to $105,000, depending on experience, with additional performance-based incentive compensation.