Wealth Advisor

Job Description

Job Description

• Permanent base salary
• Great benefits (401(k) with matching, Health, Dental, Vision, PTO
• Book of customer households
• Wealth Academy Training
• World class products that include American funds, BlackRock funds and Jackson Annuities
• Guidance and mentoring from a successful career agent!

Securities Licensed Sales Team Member- Permanent base salary, book of customer households, Wealth Academy Training, world class products that include American funds, BlackRock funds and Jackson Annuities with guidance and mentoring from a successful career agent.

Location : Spokane, WA

In Office : Qualified candidates (in or near hub location listed) should plan to spend time working in the office with clients as part of our work environment.

Job Description

Overview

We are not just offering a job but a meaningful career! Come join our passionate team!

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you.

At Dave Christy Insurance Agency Inc., we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Responsibilities

• Offer comprehensive financial planning and advice to existing State Farm customer households.
• Partnering and mentoring with a career agent in developing a business plan and delivering against a client service model.
• Maintain and enhance new and existing relationships through active communication with customers, processing customer requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.
• Demonstrate a deep understanding of financial markets and sound business judgement.
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity.
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and manage their investments.
• Provide a holistic view of clients’ needs and financial coaching beyond investments.
• Understand and ensure business adherence with Dave Christy Insurance Agency Inc. and financial industry regulatory policies.

Required Qualifications

• Bachelor's degree preferred.
• Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
• Minimum of 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners.

Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.

S. work authorization (e.g., H-1B visa) for this opportunity

Competitive Benefits, Including :

• Accrued Paid Time Off (PTO)
• 401(k) match Savings Plan, Medical, Dental and Vision
• Health Reimbursement Account, Health Care Flexible Spending Accounts, and Life Insurance

Compensation

$50k base salary + commissions

Join Dave Christy Insurance Agency Inc.!

This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm.

We hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. We embrace diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture.

We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance.

Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture.

We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more!

Registered agent team members and non-registered agent team members can participate in securities related business in a remote work situation, including a permanent remote work situation.

The agent is responsible for disclosing the remote agent team member, registered or non-registered to their sales Administration Specialists / Securities Principal (SAS / SP).

The agent is responsible for supervising their day-to-day activities and ensuring the remote agent team member does not meet with customers in their remote working location.

An equal opportunity employer

We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications.

We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business.

In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information.

All employees must respect the individuality and dignity of one another and the customers we serve.

We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.

Company Description

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you.

At Dave Christy Insurance Agency Inc., we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.

Company Description

If you are an ambitious securities licensed financial advisor trained in financial products and services, love working with clients but are frustrated by the endless cold call prospecting in a primarily commissioned-based role, we would love to talk to you.

At Dave Christy Insurance Agency Inc., we have a different model that includes a permanent base salary, book of customer households, Wealth Academy Training, world class products that include American Funds and BlackRock funds, with guidance and mentoring from a successful career agent.