Client Advisor

📋 Description

• Serve existing clients and help acquire new ones.
• Research and prepare information for Financial Advisors.
• Office management and cross-training in the practice.
• Exercise discretion to solve client needs.
• On-site role in Mercer Island, WA.

🎯 Requirements

• Series 7 license.
• Bachelor’s degree strongly preferred; Associate’s degree with 2+ years acceptable.
• Excellent oral, written and interpersonal skills.
• Eager to learn, cooperative team player.
• Genuine interest in servicing clients.
• Detail oriented, deadline focused, accuracy.

🎁 Benefits

• 401(k) with employer matching and profit sharing.
• Fully paid health and dental insurance.
• Paid holidays and time off.
• On-site Mercer Island, WA office.