Financial Advisor (Hybrid-Multiple Locations) - CPA, CFP®
The Financial Advisor is a Hybrid-Multiple Locations role responsible for providing comprehensive financial planning services to clients.
The Financial Advisor will meet with clients to discuss and understand their financial needs, objectives, and resources, create financial plans, and recommend investment strategies and products to meet their financial goals.
The Financial Advisor will also be responsible for communicating financial strategies and information to clients, teaching classes and seminars, and presenting to groups and organizations.
Key Responsibilities :
- Create comprehensive financial plans for clients, including retirement planning, estate planning, tax planning, cash flow, risk management, and investment and asset allocation strategies
- Analyze and monitor clients' financial data
- Develop and recommend investment strategies and products
- Maintain relationships with clients and provide ongoing financial planning services
- Stay up to date on industry trends, regulations, and best practices
- Communicate effectively with clients and other professionals
- Provide guidance and education to clients through classes, workshops, and seminars
- Present to groups and organizations
Qualifications :
- Bachelor's degree in finance, business, or related field
- CPA, CFP®, CFA®, or AIF® credential (or ability to obtain within first year of employment)
- Minimum of five years of experience in the financial planning and investments industry
- Experience with financial planning software
- Excellent communication, interpersonal, and presentation skills
Benefits
Benefits package includes health (medical, dental, and vision insurance), FSA and / or HSA plans, group and voluntary life / accidental death & dismemberment (AD&D) insurance, long-term disability insurance (LTD), a 401(k) plan with an enhanced employer match, including pre-tax, Roth and after-tax contributions, as well as a generous paid time off policy.
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact undefined undefined
Applicants must be authorized to work in the U.S.
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