Financial Advisor; Servicing

Position: Financial Advisor (Servicing)

Leverage Planners LLC Financial Advisor Apprentice (New Business) Bellevue, WA
· Part time

Are you ready to learn how to become a financial advisor and build a career you can be proud of? This is a paid, hands‑on apprenticeship for people who want to grow, take on real responsibility, and work toward a long‑term future in financial planning.

About Leverage Planners LLC

At Leverage Planners, we abolish financial anxiety for Blue Jean Millionaires, providing them with lifelong financial security, freedom, and peace they deserve.

Description Who We Are

At Leverage Planners Wealth Management, we believe clarity creates confidence. We help clients cut through financial noise, abolish anxiety, and build plans they can trust.

We’re a team of professionals obsessed with getting it right—every time. Whether it’s preparing for a client meeting, improving a process, or studying a product, we believe your curiosity and discipline are what set you apart. Here, there are no personal silos or lone‑wolf agendas. Every client belongs to the firm, and everyone contributes.

If you join us, you’re not just taking a job—you’re making a commitment to master your craft and help build something bigger than yourself.

What This Role Is

This 6‑month apprenticeship is built for people who are determined to become experts. You’ll learn how to build trust with clients, guide thoughtful decisions, and deliver results you can be proud of.

Whether you’re coming from finance, hospitality, education, or another field entirely, you’ll get the structure, mentorship, and daily practice to fuel your obsession with learning and growing. If you’ve ever been the person who studies the playbook twice as long, stays late to get it right, or can’t stop researching how something works, you’ll fit in here.

Why You’ll Love This Role Intensive Training

You’ll learn our approach to High Probability Prospecting—qualifying prospects, communicating with total clarity, and helping them make confident decisions. You’ll dig deep into how strategies fit together and how to explain them so they make sense. If you’re obsessed with knowing your stuff inside and out, you’ll love this.

Real Responsibility

From day one, you’ll do meaningful work. You’ll help prepare presentations, follow up with prospects, and contribute to the client experience in ways that show your preparation and attention to detail.

A Launchpad for Your Career

After you complete your apprenticeship and licensing (Series 65/66 and insurance), you’ll be ready to step into a Financial Advisor role where your discipline, focus, and drive to improve will set you apart.

A Full‑Service Team Behind You

Unlike firms that expect you to hunt, close, and service every client by yourself, Leverage Planners is built differently. You’ll have specialists supporting every stage of the client journey—marketing, lead generation, business development, sales, processing, onboarding, and service. You’ll learn how each part works while focusing on what you do best, knowing you’re part of a team committed to helping clients succeed.

Balance

and Support

We believe your well‑being fuels performance. You’ll enjoy a free onsite gym and yoga, an onsite café, and a culture that respects high standards and healthy balance.

What You’ll Focus On

Learn how our advisors connect with prospective clients in a way that feels authentic and professional. You’ll see firsthand how thoughtful preparation and deep product knowledge create trust—and you’ll develop the same obsession with doing it right.

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Follow‑Through

Support clear communication, timely follow‑ups, and organized records so prospects feel confident at every step. If you’re the kind of person who can’t stand a loose end, you’ll thrive here.

Immerse yourself in how financial plans work, how strategies connect, and how to simplify complex ideas. This role is built for people who want to know everything—and then learn more.

Help strengthen our shared client experience, support seminars and events, and be part of a team where everyone is committed to raising the bar.

What Sets You Apart

• You don’t drift—you plan, prepare, and execute.
• You have a genuine curiosity about how financial…