Job Description
Join our award-winning wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking a driven professional to build client relationships in Colorado Springs' growing economy. Enjoy uncapped earning potential, comprehensive training, and a collaborative team environment dedicated to excellence. Why join us? Industry-leading technology, full relocation assistance, and access to exclusive investment platforms.
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios with $50M+ AUM
- Drive new client acquisition through referrals and networking
- Conduct quarterly portfolio reviews and market analysis
- Collaborate with tax/legal specialists for holistic solutions
- Maintain FINRA Series 7/66 certifications
Qualifications
- 3+ years financial advisory experience with FINRA licenses
- Proven track record of building client relationships
- Bachelor's degree in Finance, Business, or related field
- Certified Financial Planner (CFP) designation preferred
- Strong presentation skills and CRM proficiency
- Ability to pass background check and U4 registration
- Colorado Springs market knowledge a plus