Job Description
Join our award-winning financial advisory team in Colorado Springs and transform clients' lives through strategic wealth management. We're seeking a passionate Financial Advisor to build lasting relationships while delivering personalized financial solutions. Enjoy uncapped earning potential, comprehensive training, and a supportive culture that values your growth.
Responsibilities
- Develop customized financial plans including retirement, investment, and insurance strategies
- Acquire new clients through networking and referral programs
- Manage existing client portfolios with ongoing portfolio reviews
- Stay current on market trends and regulatory compliance requirements
- Collaborate with cross-functional teams to deliver holistic financial solutions
- Utilize CRM systems to track client interactions and opportunities
- Maintain FINRA Series 7 and 66/63 licenses
Qualifications
- Bachelor's degree in Finance, Business, or related field
- 3+ years of financial advisory or sales experience
- Active Series 7 and 66/63 licenses
- Proven track record in client relationship building
- Strong analytical and presentation skills
- Ability to pass FINRA and state compliance exams
- Entrepreneurial mindset with self-motivation
- Experience with financial planning software (e.g., MoneyGuidePro)