Financial Solutions Advisor: Build Plans & Grow Clients
Job in
Tacoma, Pierce County, Washington, 98417, USA
Listed on 2026-07-04
Listing for:
Role, Inc.
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Role, Inc. in Tacoma is seeking a financial advisor responsible for developing comprehensive client financial plans and managing investments. The candidate must hold Series 7 & 66 licenses and have at least one year of experience in the finance industry. This position offers a competitive salary between $70,000 and $80,000 annually and is eligible for a benefits package that includes paid time off and various resources.
The role requires strong communication skills and the ability to forge relationships with clients. A background in sales or investment advisory is preferred.
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