Financial Advisor

We are looking for a Financial Advisor to join our growing team. The Financial Advisor will be responsible for helping clients manage their financial situations and teach classes on topics like Retirement Planning, Estate Planning, Tax Planning, Cash Flow, Risk Management, Investment and Asset Allocation Strategies, and Fiduciary Standards.

The Financial Advisor will need to demonstrate excellent communication and presenting skills, and be able to assist clients with financial planning and investments.

This person should also have prior experience in the financial planning industry.

Job Responsibilities :

• Provide financial planning advice to clients.
• Initiate and maintain relationships with clients.
• Develop and maintain financial plans.
• Analyze data and make recommendations to clients.
• Develop and teach classes on topics such as Retirement Planning, Estate Planning, Tax Planning, Cash Flow, Risk Management, Investment and Asset Allocation Strategies, and Fiduciary Standards.
• Collaborate with other financial advisors to ensure client satisfaction.
• Keep up to date on industry developments.

Qualifications :

• CPA, CFP, CFA, or Accredited Investment Fiduciary (AIF) Credential is a plus
• Series 66 & 7.
• Prior experience in the financial planning industry.
• Excellent communication and presenting skills.
• Strong understanding of financial planning concepts.
• Ability to multitask and prioritize effectively.
• Proficiency in Microsoft Office and other financial management software.

Benefits

Benefits package includes health (medical, dental, and vision insurance), FSA and / or HSA plans, group and voluntary life / accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Liana Pryor

Applicants must be authorized to work in the U.S.