Workable
Investment Advisor Representative
Our partner, a well-established financial services firm, is seeking an Investment Advisor Representative to support clients in developing and implementing personalized retirement strategies.
Please note: This position is listed in Jacksonville, FL to attract applicants from that area. The role, however, is fully on-site and requires relocation to the Kirkland or Lynwood, Washington area. A relocation allowance is provided to assist with the move.
This position eliminates the need for prospecting, as qualified client appointments are set by the in-house team. The role focuses on delivering tailored solutions to help clients achieve long-term financial security.
Responsibilities
Prepare, present, and implement customized retirement plans
Assist clients with annuities, life insurance, long-term care, and managed portfolios
Provide financial planning advice across investments, insurance, and retirement planning
Develop, manage, and maintain strong client relationships
Follow established processes and procedures to achieve individual and team goals
Participate in public seminars to share financial information or introduce the firm
Attend weekly virtual meetings
Requirements
Bachelor’s degree required
Minimum of 5 years of financial services experience
State Insurance License (required)
Series 65 License (or Series 7/66 combination) (required)
Proficiency with Microsoft Excel, Word, and database management; basic understanding of Windows and MacOS
Strong mathematical, analytical, organizational, and communication skills (verbal and written)
Ability to work effectively in a team environment and maintain client focus
Benefits
Location: Relocation Required (Kirkland or Lynwood, Washington)
Salary: $75,000 – $90,000
Additional Compensation: Commission 10% in year one (option to move from base pay to 25% commission), up to 30% thereafter; Quarterly & Annual Incentives
Health Insurance
401(k) Retirement Match
Licensing Reimbursement
Relocation Allowance (mandatory relocation required)
Paid Time Off: 10 company holidays and 30 vacation days

Jacksonville, FL, USA
$75,000-90,000/year