Job Description
Join Peak Wealth Strategies as a Remote Financial Advisor and transform your career in Colorado's thriving financial hub. We're seeking passionate professionals to build client relationships while enjoying the flexibility of remote work. Our award-winning firm combines cutting-edge technology with personalized service to deliver exceptional financial outcomes. With uncapped earning potential and comprehensive support, you'll have everything needed to thrive in this dynamic role. Why Choose Us? Industry-leading training, robust client acquisition system, and a collaborative culture that values innovation. Benefits Include: Health insurance, 401(k) matching, CE stipend, and quarterly team retreats.
Responsibilities
- Develop comprehensive financial plans including retirement, investment, and tax strategies
- Acquire and nurture high-net-worth clients through digital and traditional channels
- Analyze market trends to optimize portfolio performance and risk mitigation
- Collaborate with specialists (estate planning, insurance) for integrated solutions
- Utilize CRM platforms to track client progress and compliance documentation
- Maintain FINRA Series 7/66 certifications and ongoing education requirements
Qualifications
- 5+ years financial advisory experience with FINRA Series 7/66 licenses
- Proven track record of building client portfolios exceeding $10M AUM
- Expertise in retirement planning, investment analysis, and tax-advantaged strategies
- Proficiency with financial planning software (MoneyGuidePro, eMoney)
- Strong communication skills with ability to present complex concepts clearly
- Colorado residency required for compliance purposes
- CFP designation preferred