Job Description
Join WealthForge Financial Partners as a Financial Advisor in beautiful Colorado Springs! We provide all necessary equipment – including laptop, CRM software, and professional development resources – so you can focus on growing your client base. Our collaborative culture supports advisors with mentorship, marketing budgets, and a proven business model. Enjoy Colorado's outdoor lifestyle while building a rewarding career helping clients achieve financial freedom.
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients
- Build and maintain client relationships through personalized service
- Conduct market analysis and investment strategy reviews
- Collaborate with Wealth Management team on complex cases
- Attend industry certifications and continuing education
- Utilize provided CRM tools for client portfolio management
Qualifications
- Series 65/66 or equivalent securities license required
- 3+ years financial planning/advising experience
- Strong communication and presentation skills
- CFP or CFA designation preferred
- Proven track record of client acquisition
- Ability to work independently with provided resources
- State life/health insurance licenses (CO)