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Date Added: Fri 11/06/2021

Entry-Level Financial Services Representative

Seattle, WA, US
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Job Type: Permanent, FullTime


Our firm has been leading the financial services industry for over 30 years, and we are rapidly opening new offices in the Puget Sound area. While our newest branch office here in Bellevue just opened last summer, we are a non-captive broker dealer, meaning we're partnered with some of the top companies in our industry, including Nationwide, Prudential, Transamerica, Fidelity, and more, so those are the products and services that we market and represent. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. At a time with our economy in distress, and many people losing their retirements, our services are even more necessary and essential to providing families with a solution now more than ever. Our expanding firm stands out from the rest because of the various services and educative approach we provide to our clients. So in the end, they are able to make better financial decisions for their family.

Although no experience is necessary , we are looking for individuals who are hard-working, dedicated, and willing to begin a training program as an entry-level financial professional and to develop into management and leadership positions (because we only promote from within) to oversee the new offices we are opening.
Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap so to say, to help them achieve their financial goals and dreams, through the products and services we provide (which include but are not limited to retirement planning, college planning, investments, & insurance).


Full, In Depth Training & Mentorship Program

Flexible Schedule
Part-Time and Full-Time Positions Available

Exciting Work Environment

Unlimited Growth Potential

Stability and Security

Job Requirements:


Outstanding communication skills, both verbal & written
Able to work effectively in a team environment
Detail-oriented and the ability to follow up on tasks
Work effectively under pressure and maintain a positive attitude

Capable of multi-tasking, prioritizing, and managing time efficiently

Must be at least 18 years old

Must be a U.S. citizen or legally entitled to work in the U.S.
Cannot have any felonies within the last 7 years, especially pertaining to fraud, money laundering, investment breach, etc.

Please submit your resume, and expect a call within 24-48 hours, to potentially schedule an informational interview.

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