Associate Financial Advisor

Responsibilities

• In this role, your primary responsibility is to help clients grow and protect their assets to achieve their financial goals including, but not limited to:
• Funding for a secure retirement
• Funding for a child's or grandchild's education
• Build referral pipelines and develop strong partnerships to help develop and grow client relationships
• Analyze financial data received from clients and assist with the development of investment strategies to meet their goals
• Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
• Prepare and review client communications as well as forms and documents needed for customer accounts
• Adhere to all Compliance and Legal requirements
• Schedule appointments and prepare for meetings, answer routine client questions
• Attend sales meetings and assist with client prospecting and marketing
• Attend coaching sessions and training events to improve sales skills and industry knowledge
• Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)
• What are we looking for?

Requirements

• Bachelor's degree
• 2+ years of direct client experience within the financial services industry
• FINRA Series 7 and Series 66 (or Series 63 and 65) licenses
• Ability to be onsite M-F in our Edmonds, WA office
• Core Competencies:
• Strong understanding of financial planning principles, investment products, and retirement solutions.
• Excellent communication (written and verbal) and interpersonal skills.
• Highly organized with strong attention to detail and ability to manage multiple priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
• Demonstrated ability to work independently and collaboratively in a fast-paced environment.
• Client-centric mindset with a commitment to delivering outstanding service.
• Preferences:
• Life, Accident & Health insurance licenses preferred
• CFP (not required but should have desire to obtain upon hire)
• Pay Range:
• 82,200.00 - 137,000.00
• Company Overview:

Benefits

Additional Information

Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview: As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to individuals, families, and business owners. Working alongside experienced advisors in a close-knit, relationship-driven office, you will support the development of comprehensive financial plans and investment strategies while helping deepen client relationships. The team fosters a supportive, growth-oriented environment where mentorship, hands-on experience, and professional development are central to your success. This is a strong opportunity for a driven professional who is passionate about client service, financial planning, and advancing within a high-performing, team-based practice.

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