About this role
Financial Advisor – Existing Client Planning & Service at Leverage Planners LLC. Location: Bellevue, Washington, United States. Role: planning client, review meetings, mentoring juniors Requirements: Financial advisory experience with client planning focus; licenses required; strong communication and teamwork. Category: Finance and Accounting Seniority: Mid Level Tools: Schwab Advisor Center, eMoney, Holistiplan, Excel, Google Sheets, HubSpot, Salesforce, Redtail, Wealthbox Certifications: series 65, life and health insurance (wa) Commitment: Full Time Workplace: Onsite Languages: English