Investment Associate - (Kirkland, WA)

We're searching for a dynamic and service driven Investment Associate who is willing to go the extra mile for our members. The Investment Associate will assist Financial Advisor(s) with scheduling member/client appointments, prospecting and marketing, and updating files and documentation. Applicants who are qualified will have at least 3yrs--- background in a client facing support role with an investment/wealth management company, plus their Series 6& 63 FINRA licenses. Here's what you can expect from the job and what you need to be successful:Position duties Support Financial Advisor(s) with prospecting, marketing, sales, and service of ISD products Assist Financial Advisor(s) with scheduling member/client appointments, including outbound and inbound calling from all categories of member groups (new referrals, follow-up on old referrals