Job Description
Join Mountain Wealth Partners and transform your financial expertise into life-changing client relationships. We're seeking a passionate Remote Financial Advisor to join our Colorado Springs-based team while enjoying the flexibility of remote work. Our client-first approach combines cutting-edge financial technology with personalized strategies to help clients achieve their unique goals.
Why Choose Us?
- Industry-leading training and ongoing professional development
- Comprehensive benefits package including health insurance and 401(k)
- Flexible remote work environment with quarterly in-person team retreats
- Generous commission structure with uncapped earning potential
- Modern tech stack including CRM and planning software
Responsibilities
- Develop comprehensive financial plans for high-net-worth clients in Colorado Springs region
- Build and maintain strong client relationships through regular portfolio reviews and financial check-ins
- Stay current on market trends, tax laws, and investment strategies to provide optimal advice
- Collaborate with internal teams to execute complex wealth management strategies
- Meet monthly acquisition targets through networking and digital marketing initiatives
- Utilize CRM system to track client interactions and manage pipeline
- Adhere to FINRA and SEC compliance standards in all client interactions
Qualifications
- Bachelor's degree in Finance, Economics, or related field (or equivalent experience)
- Series 7 and Series 66/65 licenses (or ability to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record of client relationship management
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication skills for presenting financial strategies
- Self-motivated with ability to work independently in remote environment
- Colorado residency required for state compliance