Job Description
Join our award-winning financial advisory team in Colorado Springs and transform your career in wealth management. We're seeking a passionate Financial Advisor to build client relationships and deliver personalized financial solutions. Enjoy uncapped earning potential, comprehensive training, and a supportive team environment.
Why join us?
- Industry-leading commission structure with performance bonuses
- Full licensing support and continuing education
- Modern office with cutting-edge technology
- Health benefits and retirement plans
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals
- Manage investment portfolios and asset allocation strategies
- Build and maintain client relationships through regular consultations
- Conduct market research and identify new investment opportunities
- Ensure compliance with FINRA and SEC regulations
- Collaborate with legal and tax professionals for holistic advice
- Drive business development through networking and referrals
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 7, 66 (or 63/65) licenses required
- 3+ years of financial advisory experience
- Certified Financial Planner (CFP) designation preferred
- Proven track record of meeting sales targets
- Strong analytical and interpersonal skills
- Ability to work independently and as part of a team