About this role
Lead Financial Advisor - Seattle, WA at EA Buck Financial Services. Location: Seattle, Washington, United States. Role: Prepare plans, Present plans, Develop relationships Requirements: 2+ years financial service experience; Series 66/65 and Life and Health licenses; ability to bring a small book of business; strong communication and organizational skills; experience selling AUM and annuities. Category: Finance and Accounting Seniority: Mid Level Certifications: series 66, series 65, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English