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Financial Advisor

2 months ago

Louisville, United States Gainline Financial Partners Full time

At Gainline Financial Partners, we are an independent wealth management firm headquartered in Louisville, CO. Our mission is to provide personalized wealth management and investment planning services tailored to our clients’ needs through comprehensive, honest advice.


We are seeking a Financial Advisor to join our team and support our high-net-worth clientele. This role is client-facing and structured around managing and growing existing client relationships. An ideal candidate is interested in a position with a growing, established firm with a family-oriented environment.


Job Duties

  • Cultivate and develop relationships with existing and prospective clients
  • Provide top tier service to clients through communication, meetings, and account support.
  • Maintain and update client assets in eMoney
  • Review portfolios for rebalancing against existing models
  • Demonstrate a deep knowledge of financial markets
  • Assist with maintenance of existing investment policies and objectives
  • Tracking and completing follow ups from client meetings
  • Actively build and support the growth of the business


Experience

  • 3+ years experience in a client facing Financial Advisory role
  • Bachelor’s degree required
  • Series 65 or Series 66, and CFP are preferred but not required


Skills and Knowledge

  • Expertise in financial markets
  • Insurance knowledge as it relates to financial planning
  • Proficiency in financial planning software such as eMoney
  • Trading experience or interest to learn
  • Exceptional interpersonal and relationship management skills
  • Self-motivated problem solver



Our Values

We are guided by a set of core values that inform everything we do:

Excellence: We believe in giving our best, always. As fiduciaries, we are dedicated to providing comprehensive, unbiased, well-researched advice.

Teamwork: Your family is a critical part of our winning team. We work together to define goals and approaches that play to collective strengths, while always keeping client best interests as the top priority.

Authenticity: We encourage everyone to bring their true selves and unique perspectives to the table, and we value honesty, respectful disagreement, and open communication. As fiduciaries, we are committed to always acting in clients best interests and being transparent about our recommendations.

Empathy: Mutual respect drives excellent outcomes, and we are committed to being present, actively listening, and seeking understanding by asking questions. We understand that empathy and trust are critical to building strong relationships that stand the test of time.

We are proud to be fiduciaries in all client relationships and believe that this standard of care is critical to long-term success. Our values reflect our commitment to putting your interests first and providing the highest level of service and advice possible.