About this role
Financial Advisor 2026 (New Business) at Leverage Planners LLC. Location: Bellevue, Washington, United States. Role: meet prospects, conduct advisory sessions, present financial plans Requirements: Series 65 and Life & Health licenses required or willing to obtain within 30 days; 2+ years in financial advising or trust-based sales; CRM fluency. Category: Sales Seniority: Mid Level Tools: CRM (HubSpot) Certifications: series 65, life and health Commitment: Full Time Workplace: Onsite Languages: English