Job Description
Join Mountain Wealth Management as a Senior Financial Advisor and transform lives through strategic wealth planning. We're seeking a passionate professional to build client relationships in Colorado Springs' thriving community. Enjoy uncapped earning potential, comprehensive benefits, and ongoing career development in a collaborative environment.
Responsibilities
- Develop personalized financial plans including retirement, investment, and tax strategies
- Cultivate high-net-worth client portfolio through relationship management
- Conduct market analysis and portfolio performance reviews
- Ensure compliance with FINRA/SEC regulations and ethical standards
- Lead financial literacy workshops for community outreach
- Collaborate with internal teams on complex wealth structuring
Qualifications
- FINRA Series 7 & 66/63/65 licenses required
- 5+ years financial advisory experience with $10M+ AUM management
- Certified Financial Planner (CFP) designation preferred
- Proven track record in client acquisition and retention
- Strong analytical skills with investment market expertise
- Excellent communication and presentation abilities
- Colorado resident or immediate relocation capability