![Matchstick](https://media.trabajo.org/img/noimg.jpg)
Associate Advisor
3 weeks ago
The Company:
For over 20 years, Financial Steward Associates (FSA) has utilized a team-based approach to address the financial needs of our clients by understanding their family dynamics and what their goals consist of. From building a nest egg to funding their childs education, preparing for retirement, and using their assets to create a play check, our team is committed to supporting our clients in balancing of their finances and life.
As part of the FSA team, the Financial Advisor is responsible for helping fulfill our mission: Making a positive difference in the lives of our clients by helping them pursue financial peace of mind. FSA exists to help our clients develop a plan to help them reach their goals and give them peace of mind along the way. The Financial Planner/Advisor provides an integral service by advising clients on financial decisions.
The Position:
The purpose of the Advisor is to work with the Lead Advisor to guide and advise clients on the many financial decisions facing them. The Advisor Team will support clients in forming and defining goals, creating a plan tailored to the clients specific needs, and advising on investment options and financial matters, to help our clients meet their financial goals. As a Financial Planning firm, we provide advice and recommendations using a financial planning lens.
We work as a team toward a common goal:taking care of our clients and supporting them in their financial decisions.While we may advise clients individually and work independently to implement the clients game plan, we all use similar philosophies and strategies.
Responsibilities:
- Develop relationships internal and external
- Understand the investment and financial planning areas and display good judgment and discernment in how to apply this knowledge with clients.
- Be dedicated to the success of the firm in direct and indirect ways
- Learn the FSA way and be able to lead financial planning engagements, client relationships, and prospect meetings
- Provide top-notch service and communication to both internal and external clients
- Know and abide by the CFP Boards Code of Ethics and Standards of Conduct.
- Stay up to date with compliance regulations and maintain continuing education requirements.
- Maintain a warm and welcoming demeanor and a positive and supportive attitude. Be willing to always conduct yourself at the highest levels of ethics and integrity.
- Work with the Lead Advisor to provide professional asset management and financial advice to our clients while using a financial planning lens. Providing information and educating our clients about the purpose and details of financial products, services, and strategies.
- Have a high sense of accountability to yourself, to your co-workers, and FSA. This means understanding that your individual actions and what we do as a team determine your success, the clients success, and the success of FSA. The success of each component is interrelated.
Qualifications
- Bachelors degree
- FINRA Series 7 & 66
- Certified Financial Planner certification required or in process
- Minimum of three (3) years of direct client-facing experience
- Clean compliance history and a track record of success in client relationships
- Self-motivated professional with a drive toward delivering excellence in client advice, guidance, planning, and service
- Must genuinely enjoy working with other professionals in a supportive team environment
- Must take ownership of FSA mission and contribute to it wherever needed
- Professional demeanor
- Pleasant personality
- Superior interpersonal communication skills
Salary + Benefits:
- $85-$110k, based on experience with up to 15% bonus potential
- 12 paid holidays throughout the year + on-call only for the week between Christmas and New Years
- Flex Time
- Sick Pay
- Paid Time Off - 12 days per year up to 2 years, 3 weeks up to 5 years, 4 weeks at 5+ years.
- Retirement Plan 401(k): after 6 months, 3% company contribution + 50% match up to 6% of compensation.
- Insurance Health, Vision & Dental: after 6 months.Base plan cost covered by FSA for employees.Disability insurance available for purchase through LPL Financial.
- Incentive Plan we work toward goals throughout the year then take a day off to celebrate achievements as a team.
-
Associate Advisor
4 weeks ago
Boulder, United States Matchstick Full timeJob DescriptionJob DescriptionThe Company:For over 20 years, Financial Steward Associates (FSA) has utilized a team-based approach to address the financial needs of our clients by understanding their family dynamics and what their goals consist of. From building a nest egg to funding their childs education, preparing for retirement, and using their assets to...
-
Financial Advisor
3 weeks ago
Boulder, United States Edward Jones Full timeJob Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...
-
Retail Service Advisor
1 month ago
Boulder, Colorado, United States Office Depot General Full timeOverview At Office Depot Inc., the Services Advisor is a part-time role, providing "total solutions" to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print offerings. The...
-
Retail Service Advisor
3 weeks ago
Boulder, Colorado, United States Office Depot General Full timeOverview At Office Depot Inc., the Services Advisor is a part-time role, providing "total solutions" to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print offerings. The...
-
Assistant Investment Advisor
1 week ago
Boulder, United States Black Swift Group Full timeBlack Swift is a boutique investment advisory and alternative investment manager located in Boulder, Colorado. This is an in office position and not remote. The ideal candidate is honest, hard-working, ethical, friendly, and has a high level of integrity. Must be able to establish and maintain solid working relationships with clients with a passionate...
-
Retail Service Advisor
4 weeks ago
Boulder, United States Office Depot General Full timeOverview At Office Depot Inc., the Services Advisor is a part-time role, providing “total solutions” to our customers encompassing Technology, Services, Furniture and Print offerings. The associate will quickly build and maintain customer relationships and become a trusted advisor by utilizing training of Technology products/services and print...
-
Registered Private Wealth Client Associate
4 weeks ago
Boulder, United States The Bank of America Corporation Full timeMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world Client Associate, Wealth, Registered, Financial Advisor, Associate, Private
-
Registered Private Wealth Client Associate
3 weeks ago
Boulder, Colorado, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Registered Private Wealth Client Associate
1 month ago
Boulder, Colorado, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
Registered Private Wealth Client Associate
7 days ago
Boulder, Colorado, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...
-
LensCrafters - EyeCare Advisor (Colorado)
1 month ago
Boulder, United States EssilorLuxottica Full timeRequisition ID: 846490 Store # : 005645 LensCrafters Position: Part-Time LensCrafters is a place for visionaries. We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care. Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best,...
-
LensCrafters - EyeCare Advisor (Colorado)
3 weeks ago
Boulder, United States EssilorLuxottica Full timeRequisition ID: 846490 Store # : 005645 LensCrafters Position: Part-Time LensCrafters is a place for visionaries. We’ve got a vision for pairing state-of-the-art technology with a truly personal approach to eye care. Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best,...
-
J.P. Morgan Wealth Management
9 hours ago
Boulder, United States JPMorgan Chase Remote Work Freelance Full timeAt J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be...
-
Lenscrafters - Lead Eyecare Advisor (Colorado)
3 weeks ago
Boulder, Colorado, United States ESSILORLUXOTTICA GROUP Full timeRequisition ID: 847408Store #: LensCraftersPosition:Part-TimeLensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology with a truly personal approach to eye care. Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best, makes us all better. Because...
-
Lenscrafters - Lead Eyecare Advisor (Colorado)
1 month ago
Boulder, Colorado, United States ESSILORLUXOTTICA GROUP Full timeRequisition ID: 847408Store #: LensCraftersPosition:Part-TimeLensCrafters is a place for visionaries. We've got a vision for pairing state-of-the-art technology with a truly personal approach to eye care. Everything we do is centered around sight. Because quality care helps us see the joy in life. Because learning from the best, makes us all better. Because...
-
Account Associate
1 month ago
Boulder, United States Austin Grusy - State Farm Agent Full timeBenefits: 401(k) matching Competitive salary Health insurance Paid time off Signing bonus ROLE DESCRIPTION:Austin Grusy State Farm is seeking a highly motivated individual who is internally driven to succeed at the highest levels in a competitive sales environment. As a Client Advisor with our agency, your attention to detail,...
-
Account Associate
4 weeks ago
Boulder, United States Austin Grusy - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryHealth insurancePaid time offSigning bonusROLE DESCRIPTION:Austin Grusy State Farm is seeking a highly motivated individual who is internally driven to succeed at the highest levels in a competitive sales environment. As a Client Advisor with our agency, your attention to detail,...
-
Account Associate
3 weeks ago
Boulder, United States Austin Grusy - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompetitive salaryHealth insurancePaid time offSigning bonusROLE DESCRIPTION:Austin Grusy State Farm is seeking a highly motivated individual who is internally driven to succeed at the highest levels in a competitive sales environment. As a Client Advisor with our agency, your attention to detail,...
-
Account Associate
3 weeks ago
Boulder, United States Austin Grusy - State Farm Agent Full timeBenefits: 401(k) matching Competitive salary Health insurance Paid time off Signing bonus ROLE DESCRIPTION:Austin Grusy State Farm is seeking a highly motivated individual who is internally driven to succeed at the highest levels in a competitive sales environment. As a Client Advisor with our agency, your attention to detail,...
-
Retail Print and Client Services Supervisor
3 weeks ago
Boulder, Colorado, United States Office Depot General Full timeOverview At Office Depot and Office Max, every leader is responsible for growing total sales and services within the location. The Print and Client Services Supervisor is a full-time role and the person in this position will have ownership of the Print and Client Services area while simultaneously collaborating with the management team to drive customer...