Financial Advisor (New Business)

Leverage Planners LLC Financial Advisor (New Business) Bellevue, WA·Full time Company website Apply for Financial Advisor (New Business) Leverage Planners is looking for a confident, goal-oriented Financial Advisor to lead prospective clients through their financial journey—from first conversation to fully onboarded client. If you thrive on connecting with people, navigating important decisions, and moving conversations toward action, this role is designed for you. You’ll work with high-quality, pre-qualified leads from our events and marketing efforts—no cold calling—and guide them through discovery, plan presentation, implementation, and long-term onboarding. You’ll own the relationship from start to finish, with full support from our internal planning and client service teams. Description Why This Role is Different We provide consistent, motivated leads—you focus on building trust and guiding them forward You’re not managing a book—you’re growing firm-wide revenue through each relationship You’re backed by a full team, so you can focus on strategy, communication, and closing Your income reflects your results, and your results help people take control of their future What You’ll Do Meet with prospects from our marketing funnels, seminars, and referrals Conduct intake meetings to understand each prospect’s goals and financial picture Present recommendations with clarity and confidence to help them take action Coordinate with internal teams to develop, deliver, and implement the financial plan Guide clients through account setup, product applications, and onboarding Maintain momentum and accountability through every step of the engagement Handoff the client to our service team once the relationship is fully established What You Bring 2+ years of experience in financial advising, insurance, or consultative sales Ability to lead client conversations and move people through decision-making Series 65 or willingness to obtain within 90 days Life & Health Insurance License preferred (or willing to obtain) Strong organizational habits and attention to detail What You Can Expect Competitive draw-based compensation structure with uncapped commissions Performance bonuses for exceeding quarterly benchmarks Team-based model—you’re supported at every stage of the client journey Access to qualified leads only—no cold prospecting required Health, dental, and 401(k) benefits with employer contributions Generous PTO, paid holidays, and access to onsite wellness amenities Clear path to advancement and leadership for high performers How to Apply Submit your resume and a short statement about what excites you about helping people take action on their financial future. Qualified candidates will be contacted for interviews. Leverage Planners LLC is an Equal Opportunity Employer. We believe success comes from clarity, accountability, and building a team where everyone plays to their strengths. #J-18808-Ljbffr Leverage Planners Wealth Management, LLC