Investment Advisor Representative

*We are currently hiring Advisors for our  Kirkland 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)

 

Executive Assistant

*This position is in our Lehi, UT Office location

We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to provide comprehensive support to the founders of a high growth and renowned financial advisor firm. The ideal candidate will demonstrate strong communication, time-management skills, and the ability to prioritize tasks in a fast-paced environment. The Executive Assistant will proactively manage daily administrative functions, assist with aspects of strategic initiatives, and be the point of contact for both internal and external communications.

Key Responsibilities:

Administrative Support: Manage calendars, schedules, and appointments for the founders; ensure meetings and deadlines are efficiently organized.
Communication: Serve as the primary point of contact between the executive and internal/external contacts ensuring timely and professional communication.
Travel Coordination: Arrange travel logistics, including flights, accommodations, and transportation, ensuring smooth travel experiences.
Meeting Preparation: Organize and prepare materials for meetings, take minutes, and track follow-up actions.
Project Management: Assist with special projects, research, and data gathering. Track the progress of ongoing initiatives and deadlines.
Document Management: Draft, proofread, and manage correspondence and reports. Maintain filing systems (physical and digital).
Confidentiality: Handle sensitive information with the utmost discretion and confidentiality.
Qualifications:

Bachelor’s degree in Business Administration or a related field preferred.
Proven experience (3+ years) as an Executive Assistant, or similar role.
Strong proficiency with office software (Microsoft Office Suite, Google Workspace) and office management systems.
Exceptional organizational, multitasking, and time-management skills.
Excellent verbal and written communication skills.
Ability to maintain confidentiality and exercise discretion.
Strong problem-solving skills and a proactive approach.
Comfortable working independently as well as in a team setting.
Working Conditions:

Full-time position with standard office hours, Monday to Friday. Some flexibility may be required based on the executive’s schedule.