Financial Advisor

The Financial Advisor role in Olympia, WA is contracted through COUNTRY Trust Bank Financial Advisors to build and manage an office delivering financial services and insurance products in collaboration with COUNTRY Financial® Insurance Agents.

Responsibilities

• Diversify income by offering a broader mix of products beyond traditional financial services.
• Leverage COUNTRY Financial's portfolio of property and casualty, life and health, and annuities and investment products and services.
• Educate clients and prospects about available products and services.
• Partner with COUNTRY Financial® Insurance Agents to secure new business.
• Set up an office and recruit a staff.
• Lead financial solution seminars.
• Maintain flexible scheduling to balance career demands with personal interests.

Requirements

• Series 6 and 63 licenses.
• Passed SIE.
• Life/Health State Insurance License*
• Property/Casualty State Insurance License*

Benefits

• Opportunity to earn performance-based global trips and financial rewards.
• Continued learning opportunities and marketing resources.
• Support from the corporate office.
• Affiliation with a 100-year-old brand heritage and a family-focused culture valuing authenticity, integrity, and inclusivity.
• No buy-in required.

About COUNTRY Financial

COUNTRY Financial® is the trade name for a collective of affiliated insurance and financial services companies, offering an extended family of support and a large backing.

Since 1925, COUNTRY Financial has helped people plan for the future while protecting what matters most. What began on Midwest farmlands has grown into a Fortune 1000 insurance and financial services organization proudly serving 19 states.

Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with a diverse range of personal and business insurance products and financial services. Our AM Best rating of A+ reflects financial strength and our ability to keep the promises we make to clients.