Job Description
We are seeking a dynamic and results-driven Financial Advisor to join our elite team in Colorado Springs. At Summit Wealth Strategies, we don't just sell financial products; we build legacies. As part of our growing family, you will be equipped with a comprehensive toolkit to succeed, including a fully funded laptop, premium CRM software, and exclusive access to high-quality leads.
In this role, you will have the autonomy to manage your book of business while receiving unparalleled mentorship and training. We are looking for individuals who possess a passion for helping others achieve financial freedom and a drive to excel in a competitive market.
Why Join Us?
- Full Equipment Provided: New MacBook Pro, office chair, and high-speed internet setup.
- Lead Generation: We provide a steady stream of qualified prospects.
- Training: Ongoing market education and coaching sessions.
- Culture: A supportive, high-energy environment focused on mutual success.
Responsibilities
- Develop and maintain strong relationships with new and existing clients in the Colorado Springs area.
- Analyze client financial situations to create personalized investment and insurance strategies.
- Manage client portfolios and provide regular performance reviews and market updates.
- Conduct financial needs analyses and present tailored solutions to achieve client goals.
- Market firm services through community engagement, networking events, and digital platforms.
- Comply with all regulatory requirements and internal policies (FINRA, SEC, state laws).
Qualifications
- Series 7 and Series 66 (or 63) licenses; willingness to obtain series 6/65 if currently holding 63.
- Bachelor’s degree in Finance, Business, Economics, or related field preferred.
- 3+ years of experience in financial services, sales, or a related field.
- Excellent interpersonal and communication skills with a client-first mindset.
- Self-motivated with a proven track record of meeting sales targets.
- Ability to work independently and manage time effectively.