NOW HIRING: Financial Services Associate
Bailey Wealth Services, an established wealth management firm, is seeking a driven and entrepreneurial Financial Services Associate to join our team in Everett, WA. This role is an exceptional opportunity for those who possess a relentless desire to succeed and wish to make a significant impact on our clients' financial lives.
Bailey Wealth Services provides a highly nurturing environment to start your career with the guidance of an experienced financial advising team. Our training includes valuable time in our office, sponsorship of a Series 7, and enrollment in LPL's Advisor Institute Signature Program (including two national conferences to help you quickly build your network.)
Key Responsibilities:
Assisting a Team of Financial Advisors
Provide information and education to clients about financial products, services, and strategies.
Source prospective client opportunities through networking and referrals.
Manage all client communication, including phone calls, emails, and meetings.
Adhere to all company and industry supervisory guidelines and policies.
Participate in advisor meetings, training sessions, and maintain continuing education requirements.
Attend firm client events and promote the firm’s wealth enhancement planning services.
Candidate Characteristics:
Bachelor's Degree - REQUIRED.
Active Series 7 license with a 66 or 63 or an active 65, or the desire to acquire.
Life, Health, and LTC Licenses, or the desire to acquire.
Excellent interpersonal, communication, organizational, and time management skills.
A genuine interest in serving and caring for other people.
Entrepreneurial, self-starter with an incredible sense of urgency and a strong desire to succeed.
Compensation & Benefits:
Competitive Compensation: $45,000 to $60,000 per year, with the potential to increase based on performance.
Comprehensive benefits package including Health, Dental, Vision insurance, and Paid time off.
Retirement plan plus matching, along with professional development assistance.
Bonus opportunities.
Access to experienced mentorship, coaching, and a comprehensive development program to support your success.
Additional Details:
Job Type: Full-time.
Physical Setting: Office.
Schedule: Monday to Friday, Normal Business Hours.
Location: Everett, WA - Candidates must reliably commute or plan to relocate before starting work.
How to Apply: https://www.indeed.com/job/financial-services-associate-87852e6ea602c917
If you are a highly motivated individual and you are looking for a career that offers autonomy, ownership, and the opportunity to make a lasting impact, Bailey Wealth Services invites you to apply. Please submit your resume, along with a cover letter detailing your suitability for the role and your passion for client service. Resumes submitted without a cover letter, or with a generic cover letter, will not be considered.
Bailey Wealth Services is an equal-opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees.
Join Bailey Wealth Services and become a part of a growing organization, where your contribution plays a key role in the success of our clients and our company.
Work Location: In person