Experienced Financial Advisor

Description

Financial Advisor - Experienced in the Industry - Northern Colorado

We're looking for an ambitious individual who is motivated by financial rewards to join us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, tax mitigation, and much more. If you have excellent communication skills and an enthusiasm for success, we invite you to apply! Compensation consists of an Expense Allowance along with Commissions.

Benefits & Perks

• Competitive W-2 compensation (+ Schedule C)
• Subsidized Medical, Dental, and Vision insurance
• 401(k) retirement plan & company match
• Cash Balance Pension Plan
• Paid training and ongoing development opportunity
• Control of your calendar
• And much more!

Responsibilities

• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target the market in our local communities.
• Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles.
• Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients.
• Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.

Qualifications

• Must live in the state of Colorado, Wyoming, or Nebraska (5+ years).
• Experience in financial advising, with a focus on wealth accumulation and risk management strategies.
• Ability to conduct thorough fact-finding analysis to align client goals with tailored financial strategies.
• Proven track record of maintaining and growing consumer portfolios through effective client-specific tactics.
• Strong communication skills to engage with clients and assess their evolving needs and priorities.
• Familiarity with estate planning, business solutions, investments, and tax mitigation.
• Ability to work independently while contributing to a collaborative team environment.
• Commitment to ongoing professional development and staying current with industry trends and best practices.