Job Description
Join Colorado Springs' premier wealth management firm and start your financial advising career tomorrow! Mountain Wealth Partners offers an accelerated onboarding program designed to launch new advisors immediately. We're seeking ambitious professionals passionate about transforming clients' financial futures through personalized investment strategies, retirement planning, and comprehensive wealth management solutions.
Why Choose Us?
• Industry-leading mentorship from CFP® professionals
• Cutting-edge CRM and planning tools
• Existing warm client base for rapid portfolio growth
• Comprehensive benefits package including 401(k) matching
• Flexible hybrid work environment
Responsibilities
- Develop and execute personalized financial plans for high-net-worth clients
- Build and maintain a robust client portfolio through strategic networking
- Conduct in-depth portfolio reviews and performance analysis
- Present complex financial concepts using visual storytelling techniques
- Collaborate with legal/tax professionals for holistic client solutions
- Stay current on SEC/FINRA regulations and compliance standards
- Participate in community outreach programs to build brand presence
Qualifications
- Series 7 and Series 66/63 licenses (or ability to obtain within 30 days)
- Bachelor's degree in Finance, Business, or related field
- 3+ years in financial services or client-facing sales role
- Proven track record of meeting/exceeding revenue targets
- Strong aptitude for behavioral finance principles
- Exceptional presentation skills with data visualization experience
- Valid Colorado state securities registration
- CFP® designation preferred but not required