Lead Financial Advisor - Bellevue, WA

 

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Bellevue, WA is seeking to add a Lead Advisor to our Team!

 

This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm.  At EA Buck we like to say Advisors Advise, we Advertise!  If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.