What are the responsibilities and job description for the Investment Advisor position at The Well Recruiting Solutions?
🚀 We're Hiring: Investment Advisor Representative
📍 Location: Lynnwood, WA (On-site)
💼 Industry: Financial Services
💰 Compensation: Base Salary (DOE) Commissions ALL leads provided
💡 Top advisors earn $700K
🔍 About the Opportunity
Are you an experienced financial professional with a passion for helping families build their ideal retirement? Do you thrive in a relationship-driven environment and love seeing your efforts make a real impact?
We’re partnering with a fast-growing, client-focused financial firm in Lynnwood, WA that’s expanding their team of Investment Advisor Representatives. With a steady stream of pre-qualified leads, you’ll be able to focus on advising, not cold-calling.
👥 What You’ll Be Doing
- Meet 1-on-1 with warm leads from seminars, referrals, and existing clients
- Craft and implement customized retirement and financial plans
- Advise on annuities, life insurance, long-term care, and managed portfolios
- Deliver top-tier client experiences that put people first
- Present financial topics at educational seminars
- Attend weekly Zoom team meetings to stay connected and inspired
💼 What You Bring to the Table
- 3 years in the financial services industry
- Series 65 (or 7/66 combo) and State Insurance License (required before start date)
- Bachelor’s degree preferred
- Strong relationship-building, communication, and follow-up skills
- A growth mindset with an entrepreneurial spark
- Confidence in retirement planning, financial advice, and sales
🌟 Who Thrives Here
✅ You take 100% ownership of your results
✅ You're proactive and solution-oriented
✅ You’re a great communicator and a better listener
✅ You value feedback and want to keep growing
✅ You're organized, coachable, and love helping people win
💰 Compensation Perks
- Base salary starting at $75,000 DOE
- High commissions (most advisors earn $120K–$200K in year one!)
- ALL leads provided – no cold calling
- Incredible growth path – top earners hit $700K
- Supportive, high-performing team environment
🎯 Ready to take your advisory career to the next level?
Apply now to be part of a firm that values integrity, excellence, and client success above all else.
Salary : $120,000 - $200,000
