Financial Advisor - Wenatchee, WA

Advisor Talent Solutions•Wenatchee, WA

12d•$60,000 - $80,000•Onsite

About The Position

Solomon Financial Group in Wenatchee, WA is a leading boutique retirement planning firm dedicated to providing personalized financial advice, investment and insurance solutions, and comprehensive wealth management services. We pride ourselves on delivering guidance with integrity, compassion, and strong values. Our commitment to innovation and personalized client care sets us apart in the financial industry in the area of retirement planning for those 55 and older. As our firm continues to expand, we are excited to add a motivated Financial Advisor to our team! In this role you will provide transparent, fiduciary guidance to clients, helping them achieve their financial goals through tailored investment strategies, retirement planning, estate planning, and risk management. You will build meaningful relationships and deliver high-quality service in a collaborative environment.

Requirements

Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance.
Demonstrates proficiency and confidence working across various platforms and operating systems
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Excellent communication; written and verbal
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Willingness to be mentored by a 30-year veteran in the business
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Establishing a long-term career with ample opportunities for growth, including the potential to advance into a leadership role and eventually guide the firm upon the current owner's retirement
You must love serving people!

Nice To Haves

Financial industry experience is a plus!
Licenses are not required but must be willing to obtain

Responsibilities

Develop personalized financial plans tailored to client needs
Proactively network and leverage referrals to expand client base
Oversee client portfolios and plans, ensuring alignment with their long-term wealth management objectives
Advise clients on life insurance and fixed annuity solutions, asset allocation, risk mitigation strategies, and tax reduction strategies
Build and nurture strong client relationships through effective customer relationship management techniques
Conduct thorough financial analysis using financial planning software and research tools
Stay informed about market trends and conduct research to inform strategic planning decisions
Maintain and update client information using the firm’s CRM system
Confidence to speak publicly and lead seminars and workshops