What are the responsibilities and job description for the Financial Advisor position at Elevated Financial Management?
Stop Chasing Leads. Start Closing Them.
You didn’t become a financial advisor to cold call. You became one to change lives—and build your own in the process. If you’re tired of chasing prospects and ready to focus on what you do best—closing, advising, and building real financial plans that matter—this is your moment.
This is not another advisory role where you spend your days begging for referrals or dialing strangers. This is the opportunity top advisors dream of but rarely find.
Imagine this:
- Your calendar is full—with qualified, pre-set appointments.
- Your clients are mass affluent retirees, eager for guidance.
- Your leads come from TV, radio, workshops, and digital campaigns.
- Your job? Show up, advise, and close the business.
That’s the opportunity waiting in Renton, WA, at Elevated Financial Management—a fast-growing, high-impact firm changing the way retirement planning is done.
Powered by deep marketing reach and a trusted public presence, this firm isn’t asking you to hustle for leads. It’s giving them to you—daily.
Here’s what you bring:
- A Series 65 and Life Insurance License
- At least 3 years of experience in financial advising or wealth management
- A track record of closing AUM and annuity business with confidence
- Deep understanding of retirement planning, investment strategy, and client psychology
- The ability to turn a first-time appointment into a long-term client relationship
This role is for you if:
- You’re a closer, not a chaser
- You thrive in a high-lead, high-reward environment
- You can connect deeply and communicate clearly—especially with retirement-age clients
- You’re comfortable in-person (virtual optional), confident under pressure, and committed to doing work that matters
This isn’t just a job—it’s a launchpad.
With a competitive base salary, uncapped earning potential tied to AUM, annuities, and more—and zero prospecting—this is a rare chance to step into a ready-built system designed to let great advisors thrive.
If you’re not tired of chasing... this role isn’t for you.
But if you're ready to level up and focus on your real skill—advising and closing—then this is the opportunity you’ve been waiting for.
Apply Now!
Salary : $75,000 - $150,000
