Job Description
Join our elite financial advisory team in Colorado Springs and transform lives through strategic wealth management. We're seeking a dynamic Financial Advisor to immediately serve high-net-worth clients in this thriving mountain community. With our proven framework and cutting-edge technology, you'll build lasting relationships while achieving unmatched professional growth. Enjoy comprehensive training, competitive benefits, and uncapped earning potential in one of America's most desirable locations.
Why Peak Wealth Advisors?
• Industry-leading compensation structure
• Exclusive client acquisition support
• Continuous professional development
• Flexible hybrid work environment
Responsibilities
- Develop comprehensive financial plans for 50+ high-net-worth clients annually
- Build and maintain robust client relationships through quarterly reviews and proactive communication
- Drive investment portfolio growth across equities, bonds, and alternative assets
- Execute strategic retirement planning, tax optimization, and estate solutions
- Collaborate with legal and tax professionals for complex client needs
- Meet/exceed annual revenue targets through consultative sales approaches
- Utilize CRM systems for client management and compliance documentation
Qualifications
- FINRA Series 7 and 66/63/65 licenses (required)
- Certified Financial Planner (CFP) designation preferred
- 3+ years financial advisory experience with $5M+ AUM management
- Proven track record in client acquisition and retention
- Strong knowledge of tax codes, retirement vehicles, and estate planning
- Exceptional presentation skills for complex financial concepts
- Ability to thrive in commission-based compensation structures
- Colorado residency required (immediate onboarding)