We have other current jobs related to this field that you can find below
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Financial Advisor
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Financial Advisor
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Financial Advisor
3 months ago
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Financial Advisor
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Financial Advisor
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Financial Advisor
1 month ago
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Senior Financial Advisor
5 days ago
Denver, Colorado, United States Office of the Chief Financial Officer Full timePosition Overview As a Financial Management Analyst, you will act as a Senior Financial Advisor and Project Lead for designated programs within the Office of the Chief Financial Officer. Key Responsibilities In this role, you will undertake the following tasks: Serve as a principal financial consultant for assigned programs, engaging in complex and...
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Financial/Investment Advisor
1 month ago
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Service Advisor
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Financial Operations Manager
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Financial Operations Manager
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Financial Advisor
5 days ago
Denver, Colorado, United States Denver Health Full timePosition OverviewWe are seeking a dedicated Financial Advisor for Patient Services to support our mission of providing quality healthcare.Core ValuesAt Denver Health, we believe in the importance of community and the impact of our work on the lives of individuals. Our commitment is reflected in our values: Compassion, Resilience, and...
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Staff Accountant
1 month ago
Denver, United States Denver Tax Advisor Full timeJob Description Denver Tax Advisor has been providing advice, tax preparation and accounting services to small business and individuals for 10 years. We are currently seeking a detail-oriented Staff Accountant to join our team. The ideal candidate will have experience with financial analysis, general ledger accounting, and financial report interpretation....
Financial Advisor
3 months ago
Gaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidate must embody our values of treating all people with respect, integrity, and delight.
Responsibilities & Activities:
Provide delightful service to current and potential clients through meetings, communication, and account support
Develop and maintain client relationships by understanding their financial needs and objectives Actively build and support the growth of the business
Prepare for client appointments and provide proactive follow-up accordingly
Conduct securities-related transactions and help steward clients wealth
Attend and actively participate in client events and activities
Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research
Build trust and foster relationships
Knowledge, Skills & Abilities:
2+ years of experience as a Financial Advisor or similar role
Series 7, 66, Life and Health licenses required
Bachelors Degree desired but not required
CFP, CFA designations desired but not required
Familiarity with wills, trusts, and estate law
Exceptional attention to detail
Excellent attitude and demonstrates a team player mindset
Excellent organizational and time management skills
An ability to manage and organize multiple tasks
Excellent communication (oral and written), interpersonal, and presentation skills
Proficient with financial planning software and tools
Benefits include:
Annual and Quarterly Bonus
Flexible Schedule
401k plan with 4% match and profit sharing
Nespresso for Life
If you are a dedicated professional who enjoys helping individuals achieve their financial goals, looking to grow in a non-corporate environment, we would love to hear from you. Send an email to Julia at Gaia Wealth Management with your cover letter and resume to join our team as a Financial Advisor.