WA-Tacoma Licensed series 65 Fiduciary Advisor

Location US-WA-
ID 2025-1890
Category
Sales
Position Type
Regular Full-Time

Overview

At American Senior Benefits, you’re never tied down—we don’t dictate your product mix. You’re free to represent the best funds, carriers, and solutions for each client, every time.

 

Why ASB?

  • Independent with elite access – Work with the nation’s most respected investment providers, including Fidelity, BlackRock, Franklin Templeton, American Funds, and Vanguard. Build custom solutions in annuities, retirement income, and wealth preservation—without carrier restrictions.

    Proven momentum – Rapid growth for over a decade, with 1,800+ advisors and 165+ locations nationwide.

    Top-tier recognition & training – Partnered with NAIFA, offering LUTCF designation pathways and best-in-class leadership development.

Responsibilities

 

  • Build trusted relationships with clients 55+, guiding them through investment strategies, annuities, retirement income planning, and asset protection.

  • Educate and empower clients via one‑on‑one consultations and workshops.

  • Manage your own book—prospecting with ASB‑provided tools, nurturing loyal, referral‑based clientele.

  • Grow into a leadership or mentor role, with commission overrides on teams you develop.

Qualifications

 

  • Licensed series 65 fiduciary advisors

  • Relationship‑driven, ethical, and passionate about helping seniors secure their retirement.

  • Self‑motivated with sales or financial services experience (insurance, annuities, retirement planning).

  • Comfortable working independently in the field while tapping into a collaborative team.


Ready to Elevate Your Impact?

Join ASB in Tacoma and make a meaningful difference for retirees in our community—while building a thriving advisory business. Be your own boss, without going it alone.


American Senior Benefits is an equal‑opportunity employer.

Compensation

USD $100,000.00 - USD $200,000.00 /Yr.

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed

Connect With Us!

Not ready to apply? Connect with us for general consideration.