Financial Advisor (New Business)
Leverage Planners Wealth Management, LLC
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
$250k
Principal Client Advisor (New Business Acquisition) (United States) We’re Karat, the world's largest interviewing company. Karat is transforming... ...with global enterprise organizations across technology, financial services, healthcare, and other high-growth sectors. Your...SuggestedBase plus commissionContract workFor contractorsWork at office$124k
...lives of families every day. At New York Life, you’re in control... ...that is a leader in the financial service industry, New York Life... ...individuals, families, and small businesses. This is not just a sales job... ...as by becoming a financial advisor with Eagle Strategies LLC,...SuggestedFull timeContract workWork at officeRemote work1 day per week$115k - $150k
...Regional Business Manager (New Business Development) - Seattle, Washington The Nestlé Professional Solutions at Nestlé USA leverages its... ...developments including competitive activity, operational changes, financial shifts, and organizational updates. Translate strategic...SuggestedContract workSeasonal workShift work$28.85 - $33.65 per hour
Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), your journey... ...invested in your success. Grow your business knowledge by using a defined... ...simultaneously. Learns and adapts to new technology or applications. Desired Qualifications...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift$136.8k - $237.6k
...The New Business Development Director is an experienced deal shaper that aligns to client imperatives and solves business problems that... ...growth role in an Agency environment Experience selling to the financial industry vertical Compensation at Accenture varies...SuggestedLive inWork at officeLocal area$75k - $90k
Team-Based Financial AdvisorMeaningful work. Rewarding career.Make an impact... ...advice with heart. You’ll learn the business surrounded by experienced financial advisors and other experts, building your... ...relationships with existing and new clients/membersStrong technical...Base plus commissionLocal area- Karat is seeking a Principal Client Advisor to join their Sales team in Seattle, WA. The role involves architecting transformational partnerships with global enterprise organizations across various sectors, driving successful outcomes through consultative selling techniques...
$75k - $90k
Thrivent in Bellevue is looking for a Financial Advisor to provide personalized financial guidance. This position allows you to learn alongside... ...insurance and 401(k). This role is ideal for career changers or those new to the financial industry. #J-18808-Ljbffr Thrivent- ...Description Job Description Alternate titles: Financial Advisor Retirement Transition · Sell Your Book of Business · Financial Advisor Succession Partnership ·... ...Member FINRA/ SIPC, 675 Third Avenue, Suite 900, New York, NY 10017, (***) ***-****. In CO, MO, NH and...Full timeLocal areaFlexible hours
$10k - $49.99k
...Job Description Alternate titles: Financial Advisor Trainee Seattle · Insurance Agent Career... ...life insurance agent you now own your own business. Although you may be affiliated with an... ...Activity framework: WealthBridge's New Associate Program follows a structured...Contract workFor contractorsTraineeshipSelf employmentWork at officeLocal areaFlexible hours$102.14k
...Description Job Description Alternate titles: Senior Financial Advisor New Mexico · Wealth Advisor Albuquerque Santa Fe · Financial... ...the life insurance company for which the agent's principal business activity is solicitation of life insurance or annuity contracts...Full timeContract workFor contractorsSelf employmentSeasonal workWork at officeLocal areaFlexible hours$35 - $50 per hour
...Conflicts Analyst (New Business) Cooley is seeking a Conflicts Analyst (New Business) to join the Business Intake and Conflicts Team. Position summary: The Conflicts Analyst is responsible for the identification, analysis, and resolution of all conflicts requests...Hourly payContract workTemporary workWork at officeFlexible hours- ...United States About the program Our New Analyst Program is a full-time program... ...new analyst, you will learn about our businesses, develop important relationships, and... ...around the world to reach their financial goals. Our advisor-led wealth management businesses provide...Full timeWork at office
$130.6k - $135.7k
...than 40 sectors and services allow us to enhance our clients' businesses worldwide. We guide their projects and initiatives in strategy,... ...behavior, and adjust improve implementation results Determine new target operating models and organization design Coordinate...WorldwideFlexible hours- ...Product Development and Supply) Analytics team is a team within BMS Business Insights and Technology (BI&T) that partners with the PDS... ...priorities, especially those pertaining to CMC development and new product introduction. Build relationships with key stakeholders...
$95.2k - $157.1k
EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Seattle Location... ...strategic planning, regulatory compliance, financial reporting, tax and fair market value... ...0 to $157,100. The base salary range for New York City Metro Area, Washington State and...Work experience placementSummer holidayWork at officeFlexible hours- ...Financial Planner Tired of traditional financial planning? Range is the fast, flexible,... ...join our team of industry leading wealth advisors. This individual will be responsible for... ...Headquarters in McLean, VA or one of our hubs in New York City, or Seattle. Employees hired...Work at officeRelocationMonday to FridayFlexible hours
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College... ...and network to build your business and client base Develop... ...Financial Representative or Advisor role upon graduation. Qualifications... ...'s unique viewpoints bring new successes. We strive to...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Details Business Development Executive FTE w/Benefits Bellevue,... ...to manage existing business and identify new opportunities for account growth. Tracking... ...Counseling & Support for Physical, Financial, Emotional & Spiritual Well-being Disaster...Full timeContract workLocal areaFlexible hours
$80k - $155k
...Manager, Business Development Multiple locations Regular/ Permanent Salaried The Walmart... ...acquisition strategies to attract new accounts, expand assortment and increase... ...include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and...Permanent employmentFull timeTemporary workPart timeImmediate start- .... What is Exit Factor? Exit Factor is a business consulting firm. Our passion is helping small... ..., and value. Our consultants engage with new leads, convert them to clients, and work... ...and online programs, the trusted advisors at Exit Factor teach entrepreneurs how to...Full timeContract workWork at officeRemote work
- ...be located in Bellevue/ Seattle, San Francisco, Los Angeles or New York City Who We Are SparkX is a global growth partner for next... .... Position Overview We are looking for a founding Business Development leader to build and scale our DTC business in the U....
$70k - $80k
...SiteOne Landscape Supply Business Development Manager SiteOne Landscape Supply is the largest national distributor of landscaping products... ...at SiteOne. This role is responsible for prospecting new accounts and expanding margin dollars in under-penetrated accounts...Base plus commissionMinimum wageTemporary workLocal area$205.7k - $278.2k
...existing networks. From households to small businesses, schools, hospitals, and government... ...significant contract values, including financial modeling, creative structuring for early... ...more about our benefits at . USA, NY, New York - 205,700.00 - 278,200.00 USD annually...Permanent employmentContract workFlexible hours- ...Job Description About the Role The Business Central Consultant will play a key role in... ...professional services industries and within Financial module. Reports to : BC Practice... ...plus. Important : All North American new hires are onboarded in person at our Tampa...Permanent employmentWork at officeRemote workFlexible hours
- ...Management Group (PMG) is a Service-Disabled Veteran-Owned Small Business (SDVOSB) headquartered in Alexandria, Virginia, and Orlando,... ...PMP (preferred) Strong willingness to learn, adapt, and take on new challenges Knowledge of U.S. Government contracting, contract types...Full timeContract workTemporary workRemote workWorldwide
$85.05k - $119.07k
...Analyst Financial II At Blue Origin, we envision millions of people living and working in... ...Join our team of problem solvers as we add new chapters to the history of spaceflight!... ...providing centralized support across Blue Origin business unit teams, functions, and locations....Permanent employmentTemporary workLocal area$26.5 - $36 per hour
...experience who can step in quickly, support advisors, and deliver a high-quality client... ...delivering thoughtful, relationship-driven financial guidance. The culture is: Team... ...Management & Operations Process new business, account opening, and ongoing account...Hourly payFull timeWork at office1 day per week$70k
...Resorts and Beaches Resorts -- is seeking a forward-thinking Business Development Manager to join its remarkable Washington and... ...Travel Agent, Tour Operator, and Tourist Board levels. Grow new business by helping travel agencies develop marketing plans and...WorldwideHome officeShift workNight shiftWeekend workAfternoon shift- ...Senior Manager, Business Development Multiple locations Regular/ Permanent Salaried Position Summary The Walmart Marketplace is... ...competitive trends and develop acquisition strategies to attract new accounts, expand assortment and increase inventory. You will manage...Permanent employmentImmediate start
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