Job Description
Join our award-winning wealth management team in Colorado Springs and transform lives through strategic financial planning. We're seeking a driven Financial Advisor to help clients achieve their long-term goals while building a thriving practice with unlimited earning potential. Enjoy comprehensive training, cutting-edge technology, and a collaborative culture that prioritizes your success.
What We Offer:
- Competitive base salary + performance bonuses
- Full benefits package (health, dental, vision)
- Continuing education stipend
- State-of-the-art CRM and planning tools
- Referral program and marketing support
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain client relationships through trust-based advisory services
- Analyze market trends and recommend investment strategies aligned with client goals
- Present complex financial concepts in clear, actionable advice
- Collaborate with legal and tax professionals for holistic solutions
- Meet and exceed quarterly sales targets
- Stay current on industry regulations and best practices
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7 and Series 66/63/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Strong analytical and communication skills
- Proven track record of client relationship management
- Certified Financial Planner (CFP) designation preferred
- Ability to thrive in a commission-based environment
- Colorado residency required