Wealth Advisor: Holistic Investment & Insurance Solutions
Jobtailor
Jobtailor is seeking a results-driven Investment Sales professional for a branch-based role in Lynnwood, WA. You will deliver non-deposit investment products and advisory services to retail clients, building strong relationships with branch staff and centers of influence. The role requires active Series 7/63/65/66, life license, and a proven sales record in investment products. You will provide needs-based financial planning and cross-sell insurance solutions while maintaining regulatory #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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