Are you a financial services professional looking for a new opportunity to apply your skills?
We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services.
As an independent financial services firm, we value independence and maintain the highest professional standards.
We are seeking a friendly, yet analytical, staff person to help us serve our clients by researching funds, understanding client portfolios, assisting our advisor in providing in-depth financial plans, and helping prepare for client reviews.
You will not be required to build your own book of business, but you must be able to develop appropriate recommendations to help our clients achieve their financial goals.
To be successful in this role, you must have exceptional interpersonal skills, strong relationship building skills and an understanding of the financial planning process.
Our office is located in central Denver, Colorado, and provides a comfortable, professional work environment. The office culture is friendly, highly professional and relaxed, without sacrificing the quality of our results.
This position plays a key role in the success of our firm where we work cohesively as a team toward the same goal of providing outstanding service to our clients while helping them achieve the financial results they desire.
In this role with our firm, your responsibilities will include :
- Research products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs.
- Participate in client meetings, document meeting notes, and address service and portfolio-related needs.
- Generate financial plans and supportive reports, such as position statements, for meetings with clients.
- Place trades through Commonwealth’s trading platform.
Requirements :
- Experience in the investment / insurance industry is required.
- Highly professional; Commitment to conducting business in an honest and ethical manner, always putting clients’ needs first.
- Excellent knowledge and understanding of financial planning concepts, terminology, and products, such as mutual funds, stocks, bonds, insurance, and annuities.
- Strong interpersonal skills with the ability to establish rapport with clients and coworkers.
- Exceptional verbal and written communications skills
- Ability to work well independently and as a member of a team
- Proficiency with the Microsoft Office Suite (Word and Excel), CRM, Wealthscape, MoneyGuide Pro, and Morningstar programs.
- Advanced degree (CFP
ChFC
MBA, CPA), or education (BA / BS in business, finance or similar), desired.
FINRA Series 7, 63 and 65 or 66 registrations preferred.
This is a strictly in-office role. We offer a comprehensive benefits package and competitive salary. If you are interested in this position, please e-mail your cover letter and resumé.
Financial Services Advisor
A company is looking for a Financial Services Advisor to assist students with financial aid eligibility and awards. Minimum of three (3) years of experience in financial aid or an equivalent combination of education and experienceAbility to perform essential duties and responsibilities satisfactoril...
Financial Service Advisor / Paraplanner
We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services. Are you a financial services professional looking for a new opportunity to apply your skills?. As an independent financial services firm, we value independe...
Financial Advisor
Financial planning and investment advisory services are providedby First Command Advisory Services, Inc. In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state an...
Service Advisor
The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all three areas of EPIC products which include the BFS models and approved FIA and Life products via EPIC pla...
Financial Advisor
In the recruiting of Financial Advisors, First Command is committed to a policy of non-discrimination pursuant to the high standards of our company values and in compliance with federal, state and local laws and will not discriminate in hiring or employment on the basis of race, color, religion, nat...
Service Advisor - Financial Firm
If you’re looking for the tools, resources, and freedom to build a great future, please contact us today! The Service Advisor is responsible for three areas of focus which include 1) managing a personal client base as a private wealth manager providing an EPIC planning experience with the use of all...
Financial Advisor - Denver Metro Area
Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re:. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals....
Financial Aid Advisor-Campus
Lincoln Tech in Denver, CO is seeking an on-campus Financial Aid Advisor who will serve as the support liaison between corporate financial aid services and the campus. This very important role will assist students with their financial aid, organize the process, manage data, and complete student file...
Financial Advisor
The Financial Advisor is responsible for selling financial products and services to clients, as well as discussing financial options with them. Job Overview: Our financial client located in the Denver, CO area is seeking to add a Financial Advisor to their team. To be successful in the role of Finan...
Financial Advisor
Lakeshore Financial Group is seeking ambitious individuals to join our Colorado team as Financial Advisors. Lakeshore Financial Group launched in 2016 and has grown rapidly since. Our leadership team is fully dedicated to utilizing their decades of experience to mentor and support new and experience...