Financial Advisor

Position: Prospecting Planner/Financial AdvisorLocation: Mount Vernon, WA (On-site, with local travel to events)Compensation: $85K Base + Commission/Bonus = $200K OTE Work Environment: Full-time, On-Site, with monthly client dinners/workshopsLooking for a financial planning role where you can focus on advising—not cold calling? This is an excellent opportunity to grow in a new market with the backing of an established, growth-focused firm.Why Join UsWarm, qualified leads (no cold prospecting)Host seminars & dinner workshops to build client relationshipsStrong team support401(k) w/ 6% match, full benefits, PTOWeekly training + real career growthRelocation assistance availableWhat You’ll DoDeliver holistic financial plans (investments, tax, insurance, estate)Guide prospects through a 4-meeting processLead educational events (no hard selling)Build relationships, referrals, and long-term client trustWhat You Bring3–7 years of client-facing experience in financial planning / wealth management / tax strategySeries 65 or 66 ( or CFP® in lieu)Strong communication + public speaking skills. High EQ, can read the room. Experience with affluent or pre-retiree clientsEntrepreneurial mindset + team-first attitudeReady to grow your book, income, and impact—without cold calls?Apply now to learn more.