Leverage Planners LLC
Financial Advisor 2026 (New Business)
Bellevue, WA
·
Full time
Company website
Leverage Planners is seeking values-based Financial Advisors to screen and develop high probability prospects into long-term clients. If you thrive on connecting with people, navigating important decisions, and moving conversations toward action, this role is designed for you. You’ll work with high-probability prospects from our events and your marketing efforts, and guide them through discovery, plan presentation, implementation, and long-term onboarding. You’ll own the relationship from start to finish, with full support from our internal planning and client service teams.
About Leverage Planners LLC
Description
Why This Role is Different
- This is NOT a traditional "trick and convince" sales approach role
- This is a role of filtering and disqualifying those who do not fit, instead of using tactics and tricks to try to convince them that they do
- This is a role of BEING Trustworthy and Respectful, and providing prospects the opportunity to disclose THEIR trustworthiness and respectability
- Our marketing generates high probability prospects
- You'll develop relationships to generate high probability prospects
- You’ll develop deeper, meaningful client relationships
- You’re supported by an amazing back-office team
- Your income reflects your ability to filter for, and generate trust and respect
What You’ll Do (Run our Sales Process, as follows)
- Meet with company-generated and organic/self-generated Prospects
- Perform a 30-45 minute Advisory Session to determine mutual Trust and Respect
- When mutually agreed, schedule and hold a Strategy Session to review their financials
- When mutually agreed, engage to begin adoption, and schedule money moves
- With Investment Committee support, develop their Engineered Retirement Lifestyle Plan (ERLP)
- At their Deployment Meeting, present their ERLP for adjustments and agreement
- Coordinate with internal teams to develop, deliver, and implement the ERLP
- Guide clients through account setup, product applications, and onboarding
- Maintain momentum and accountability through every step of the engagement
- 'Own the client's experience' for their first full year
- Handoff the client to our service team once the relationship is fully established
What You Bring
MUST already possess at least one license:
- Series 65 (or willingness to obtain within 30 days)
- Life & Health License (or willingness to obtain within 30 days)
- 2+ years of experience in financial advising, insurance, or trust-based sales
- Evidenced ability to empathetically lead clients to successful decisions
- Strong organizational habits and attention to detail
- CRM fluency (HubSpot experience a plus)
What You Can Expect
- Competitive draw-based (pre-paid unearned commissions) compensation structure until uncapped trailing commissions are greater than the draw
- Team-based support model; you’re supported at every stage of the client journey
- Company-generated prospects to supplement your organic prospects
- Health, dental, and 401(k) benefits with employer contributions
- World Class onsite Olympic weights, spin class, & yoga fitness club
- Clear path to advancement and leadership for high performers
How to Apply
Submit your resume and a short recorded self-introductory video about who you really are, why you want to change the world, and what excites you about helping people take action on their financial future. We work 90% of our time via live and recorded video. How you present yourself on video is extremely important. If we are amazed with your authenticity and passion, we will knock down barriers to schedule an interview ASAP.
Leverage Planners LLC is an Equal Opportunity Employer.
Salary
$65,000 - $120,000 per year