Financial Advisor

4 weeks ago


Denver, United States Gaia Wealth Management Full time

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.


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