Job Description
Start Tomorrow as a Financial Advisor in Denver, CO!
Join our elite team of wealth management professionals and transform lives through financial planning. We're seeking ambitious advisors to serve high-net-worth clients in Colorado's thriving market. Immediate start available with comprehensive training and uncapped earning potential.
Why Choose Us?
- Industry-leading commission structure
- Exclusive client acquisition support
- CE-covered licensing assistance
- Modern tech stack & CRM tools
- Flexible hybrid work environment
Responsibilities
- Develop personalized financial strategies for high-net-worth clients
- Manage investment portfolios and retirement planning
- Build and maintain client relationships through regular reviews
- Conduct financial literacy workshops in Denver communities
- Collaborate with tax and legal professionals for holistic planning
- Meet/exceed quarterly revenue targets
- Stay current on SEC/FINRA regulations
Qualifications
- Series 65, 66, or 7 securities license (or ability to obtain immediately)
- 3+ years financial services sales experience
- Proven track record in client acquisition and retention
- Bachelor's degree in Finance, Business, or related field
- Exceptional communication and presentation skills
- Experience with financial planning software (e.g., MoneyGuidePro)
- Strong network in Denver's business community preferred
- Entrepreneurial mindset with self-discipline