Financial Advisor 2026 (New Business)

Leverage Planners • Bellevue, WA

56d • Onsite

About The Position

This role is not a traditional sales role focused on convincing prospects. Instead, it emphasizes filtering and disqualifying those who do not fit, building trust and respect, and allowing prospects to demonstrate their own trustworthiness. The marketing efforts generate high-probability prospects, and the advisor will develop relationships to further generate these prospects, fostering deeper, meaningful client relationships. The role is supported by an excellent back-office team, and income is tied to the ability to filter for and generate trust and respect.

Requirements

• MUST already possess at least one license: Series 65 (or willingness to obtain within 30 days)
• Life & Health License (or willingness to obtain within 30 days)
• 2+ years of experience in financial advising, insurance, or trust-based sales
• Evidenced ability to empathetically lead clients to successful decisions
• Strong organizational habits and attention to detail
• CRM fluency (HubSpot experience a plus)

Nice To Haves

• HubSpot experience

Responsibilities

• Meet with company-generated and organic/self-generated Prospects
• Perform a 30-45 minute Advisory Session to determine mutual Trust and Respect
• When mutually agreed, schedule and hold a Strategy Session to review their financials
• When mutually agreed, engage to begin adoption, and schedule money moves
• With Investment Committee support, develop their Engineered Retirement Lifestyle Plan (ERLP)
• At their Deployment Meeting, present their ERLP for adjustments and agreement
• Coordinate with internal teams to develop, deliver, and implement the ERLP
• Guide clients through account setup, product applications, and onboarding
• Maintain momentum and accountability through every step of the engagement
• 'Own the client's experience' for their first full year
• Handoff the client to our service team once the relationship is fully established

Benefits

• Competitive draw-based (pre-paid unearned commissions) compensation structure until uncapped trailing commissions are greater than the draw
• Team-based support model; you’re supported at every stage of the client journey
• Company-generated prospects to supplement your organic prospects
• Health, dental, and 401(k) benefits with employer contributions
• World Class onsite Olympic weights, spin class, & yoga fitness club
• Clear path to advancement and leadership for high performers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed