Associate Financial Advisor

North Denver, CO (Westminster) | Full-time


Associate Financial Advisor
Location: Denver, CO (Westminster)
Base Salary: $75,000 - $85,000 + $15,000 annual CFP designation bonus
Benefits: Medical, Dental, Vision, Life Insurance, 401K w/ match, PTO
Job Type: Full-Time
Typical Hours: 8:00 AM - 5:00 PM
Start Date: ASAP
Sponsorship is not available

Associate Financial Advisor Description

Our client in the financial services industry is looking for an Associate Financial Advisor to add to their team in Denver, CO. You will be responsible for interacting with a new and existing regional client base in order to complete all service requests related to opening and maintaining financial accounts. The ideal candidate will be someone with a desire to work in the financial industry long-term and contribute to growth by exceeding expectations and developing a strong working relationship with your clients. This is a great opportunity for someone who wants to join a rapidly growing and respected company with unlimited opportunity for personal development.

This is not a sales position, you will be responsible for servicing new and existing clients. If you are looking for stable income, and to be part of a phenomenal team and company that rewards great work, apply today.

Associate Financial Advisor Responsibilities

● Interact professionally with clients to update profile and financial situation/needs
● Complete service requests
● Resolve client issues and keep CRM updated
● Review existing Annuity, Life, Long Term Care and/or Disability insurance policies
● Meet production targets that impact overall company revenue goals
● Prepare client reports and review summary for upcoming appointments
● Assist with New Business processing & review documents prior to submission

Associate Financial Advisor Qualifications

● Bachelor’s Degree required
● 2+ years of financial services experience required
● Active Series 65 or 7/66 required
● Active Life & Health Licenses required
● MS Office experience required
● CFP designation preferred ($15,000 annual bonus for obtaining CFP)