Financial Services Professional

Job Description

Job Description

Financial Services Professional

Company Description :

The Stellarix Group is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life.

Role Description

This is a full-time hybrid role for a Financial Services Professional with entry level knowledge at The Stellarix Group. As an financial professional, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099 / W2 / transition opportunity with a bonus structure, incentives, and recognition conferences.

Qualifications

• Thirst for knowledge
• Strong communication skills
• Passion for helping others improve their financial future
• No certifications required
• Team player and open to coaching
• Bachelor's degree or higher

Industry

Employment Type

Featured benefits

#LI-Stellarix

CRN202306-283435