CAREER OPPORTUNITIES

Investment Advisor Representative

*We are currently hiring Advisors for our  Bellevue and Bothell, Washington offices 

 Job Description:

Our well-established and growing financial firm is seeking to add an Investment Advisor Representative to our Team! The Investment Advisor Representative will have the opportunity to meet one on one with company leads from seminars and referrals as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through while providing superior client service; always putting the clients first.  This position is for our Meridian, Idaho office location.

Responsibilities

• Help families by preparing, presenting, and implementing customized retirement plans (B.O.S.S. Retirement Blueprints)
• Assist clients with annuities, life insurance, long-term care & managed portfolios
• Provide financial planning advice to include investment, insurance & retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals through following set processes and procedures
• Participate in public seminars to present financial information and/or to introduce the presenter
• Attend weekly meetings via zoom

 

Critical Competencies:

• 100% Accountability – Always takes 100% ownership for results and outcomes
• Strong initiative/Proactive – Act without being told what to do. Generate innovative approaches to problems
• Abundant growth mindset – Possesses determination and commitment to improving self in all areas of
  life from personal to professional
• Openness to feedback and ideas – Often solicits feedback and reacts calmly to criticism or negative feedback
• Tracking individual progress and performance to meet and surpass minimum expectations
• Persistence – Demonstrates tenacity and willingness to go the distance to get something done
• An entrepreneurial perspective to help families
• Persuasive ability -compelling communication, asking great questions, and a mastery in the art of selling
• Strong organizational, prioritization, interpersonal & management skills
• Teamwork – Reaches out to peers & cooperates with supervisors for collaborative working relationships
• Strong mathematical and analytical skills
• Excellent communications skills; both verbal and written 

Minimum Qualifications:

• Bachelor’s Degree required
• 5+ years of financial services experience
• Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
• Industry knowledge
• State Insurance License - Required
• Series 65 License – Required (or 7/66 combo)

 

 

Office Administrator- Meridian, ID

 

Job Description:

The Office Administrator is a full-time position responsible for building connections and trust with clients and managing the office.  The Office Administrator role is vital to the success of the business and providing support to the Advisors of the office.   This individual will be involved in many details of the business requiring high-level time management and organizational skills and providing an amazing experience for clients of B.O.S.S. Retirement Solutions. As we are growing, the position will also require the ability to be adaptable to change.

 

Responsibilities include but are not limited to:

·       Greeting clients

·       Prep documents for client appointments

·       Screen inbound calls

·       Calendar Management

·       Appointment Confirmation/follow-up

·       Tracking/ordering supplies

·       Attend weekly and monthly meetings via zoom

 

Minimum Qualifications:

·       Bachelor’s degree preferred (in lieu of degree must have 4 years of relevant office experience)

·       Minimum of 2-years’ experience in customer service

·       Minimum of 1-year experience in professional office setting

·       Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.

Must be available to work full-time hours: Monday-Friday 8:30-5:30
A few evening events each month
Pay starts at $38,500 + $500quarter Bonus potential.  $5,000 increase in salary after obtaining your Life and Health and another $5,000 increase in salary after obtaining Series 65