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Retirement specialist Jobs in Thornton, CO

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Retirement specialist • thornton co

Last updated: 1 day ago
Associate Advisor - Catalyst Retirement Advisors

Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent AdvisorDenver, CO, US
Full-time
Quick Apply
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team.We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients...Show moreLast updated: 30+ days ago
Sales Leader, Retirement & Benefit Solutions (USA)

Sales Leader, Retirement & Benefit Solutions (USA)

LifeWorksDenver, Colorado, USA
Full-time
TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ...Show moreLast updated: 30+ days ago
  • Promoted
Delivery Specialist

Delivery Specialist

O'Reilly Auto PartsBrighton, CO, US
Full-time
The actual hourly rate will equal or exceed the required minimum wage applicable to the job location.Additional compensation includes annual, quarterly performance, or premiums may be paid in amoun...Show moreLast updated: 30+ days ago
  • Promoted
POLICY SPECIALIST

POLICY SPECIALIST

National Conference of State LegislaturesDenver, CO, United States
Full-time
Are you ready to join an organization with an extraordinary mission? The National Conference of State Legislatures offers careers where you can use your skills, knowledge, and experience to truly m...Show moreLast updated: 1 day ago
  • Promoted
Sales Specialist

Sales Specialist

Rivercity Insurance & Financial ServicesArvada, CO, United States
Full-time +1
Are you a driven and enthusiastic individual eager to build a fulfilling career in the financial services sector? Rivercity Insurance And Financial Services is looking for dedicated Sales Represent...Show moreLast updated: 1 day ago
  • Promoted
Housekeeping Specialist

Housekeeping Specialist

Denver North Care CenterDenver, CO, US
Full-time
Are you a person who believes in providing great care? Do you believe in having a positive impact on other people's lives? Are you a team-player, quick-thinker, and ready to be a part of an org...Show moreLast updated: 30+ days ago
  • Promoted
Office Specialist

Office Specialist

Trace3Denver, CO, United States
Full-time
Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT e...Show moreLast updated: 12 days ago
  • Promoted
Billing Specialist

Billing Specialist

Creative Financial StaffingDenver, CO, US
Full-time
Billing Specialist - Full-Time | Onsite in Welby, CO.Industry : Construction / Field Services.Are you a detail-oriented professional who thrives in a fast-paced, hands-on environment? A well-establi...Show moreLast updated: 30+ days ago
  • Promoted
Retention Specialist

Retention Specialist

Vero NetworksDenver, CO, US
Full-time
The Client Retention Specialist will be responsible for re-engaging and winning back customers who have expressed interest in our fiber internet services but have not yet completed the installation...Show moreLast updated: 30+ days ago
Remote Retirement Plan Compliance Analyst

Remote Retirement Plan Compliance Analyst

AscensusDenver, Colorado
Remote
Full-time
FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds : high-touch personalize...Show moreLast updated: 30+ days ago
  • Promoted
DIGITAL TECHNOLOGY CONSULTANT, RETIREMENT PRODUCTS

DIGITAL TECHNOLOGY CONSULTANT, RETIREMENT PRODUCTS

Voya FinancialDenver, CO, United States
Part-time
Together we fight for everyone’s opportunity for a better financial future.We will do this together — with customers, partners and colleagues. We will fight for others, not against : We will stand up...Show moreLast updated: 30+ days ago
  • Promoted
SECURITY SPECIALIST

SECURITY SPECIALIST

Denver Center for the Performing ArtsDenver, CO, United States
Full-time
The application window for this position has an anticipated end date of.The Denver Center for the Performing Arts (DCPA) is one of the largest non-profit theatre organizations in the nation, presen...Show moreLast updated: 1 day ago
  • Promoted
RETIREMENT ACCOUNTANT.

RETIREMENT ACCOUNTANT.

State of ColoradoDenver, CO, United States
Full-time
Get AI-powered advice on this job and more exclusive features.The Office of University Controller (OUC) manages the universitys system of record, including finance, purchasing, payables, and HR sys...Show moreLast updated: 1 day ago
  • Promoted
DIRECTOR, INSURANCE & RETIREMENT GROUP

DIRECTOR, INSURANCE & RETIREMENT GROUP

Janus Henderson InvestorsDenver, CO, United States
Full-time
Director, Insurance & Retirement Group.Be among the first 25 applicants.Director, Insurance & Retirement Group.Get AI-powered advice on this job and more exclusive features.A career at Janus Hender...Show moreLast updated: 20 days ago
  • Promoted
BILLING SPECIALIST

BILLING SPECIALIST

Davita Inc.Denver, CO, United States
Full-time
Are you Ready to Engineer Your Career?.At IMEG, one of the largest design consulting firms in the U.We work hard and are passionate about what we do but also love to have fun along the way.We celeb...Show moreLast updated: 9 days ago
  • Promoted
Retirement Services Manager

Retirement Services Manager

VirtualVocationsDenver, Colorado, United States
Full-time
Manager, Dedicated Client Services, Retirement Services.Key Responsibilities Lead daily activities of the client service team, ensuring adherence to quality standards and timely completion of wor...Show moreLast updated: 3 days ago
  • Promoted
Logistic Specialist

Logistic Specialist

Aston CarterDenver, CO, US
Full-time
Job Title : Logistic Specialist.Join the team operating the world's largest cloud computing infrastructure.This role is designed for motivated individuals with a strong work ethic, attention to deta...Show moreLast updated: 8 days ago
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Associate Advisor - Catalyst Retirement Advisors

Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent AdvisorDenver, CO, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

  • Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
  • Actively participate in the development and implementation of financial plans.
  • Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
  • Research and analyze investment opportunities, provide market insights to advisors and clients.
  • Build and maintain strong relationships with clients and act as a point of contact.
  • Monitor and review client accounts, ensure that they are aligned with their financial objectives.
  • Stay up-to-date on industry trends and best practices and share this knowledge with the team.

Requirements

  • Bachelor’s degree in finance, business, or a related field.
  • Desire to earn CFP designation in 2-3 years
  • A minimum of 2 years of experience in the financial services industry.
  • Series 7, 63, and / or 65 licenses preferred or the ability to obtain them within 90 days of hire.
  • Strong knowledge of financial products, markets, and procedures.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and able to multi-task in a fast-paced environment.
  • A passion for helping clients achieve their financial goals.
  • Benefits

  • Compensation will be based on experience and qualifications
  • Quarterly bonus
  • Revenue share
  • Retirement plan with company match
  • Unlimited vacation
  • Health insurance offered
  • Disability coverage
  • Educational allowance for pursuing CFP designation