Associate Financial Advisor

Job Overview

As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to individuals, families, and business owners.

Responsibilities

• Funding for a secure retirement
• Funding for a child’s or grandchild’s education
• Build referral pipelines and develop strong partnerships to help develop and grow client relationships
• Analyze financial data received from clients and assist with the development of investment strategies to meet their goals
• Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
• Prepare and review client communications as well as forms and documents needed for customer accounts
• Adhere to all Compliance and Legal requirements
• Schedule appointments and prepare for meetings, answer routine client questions
• Attend sales meetings and assist with client prospecting and marketing
• Attend coaching sessions and training events to improve sales skills and industry knowledge
• Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)

Requirements

• Bachelor’s degree
• 2+ years of direct client experience within the financial services industry
• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses
• Ability to be onsite M-F in our Edmonds, WA office

Core Competencies

• Strong understanding of financial planning principles, investment products, and retirement solutions
• Excellent communication (written and verbal) and interpersonal skills
• Highly organized with strong attention to detail and ability to manage multiple priorities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software
• Demonstrated ability to work independently and collaboratively in a fast-paced environment
• Client-centric mindset with a commitment to delivering outstanding service