Financial Planning Specialist

18 hours ago


Aurora, Colorado, United States Summers Agency Full time
Company Overview: Summers Agency & Quility is a well-established virtual sales team seeking a highly skilled Wealth Advisor to join our team. Our ideal candidate will have strong initiative, a positive attitude, and the ability to market to local clients.

Salary: $60,000 - $80,000 per year, depending on experience and qualifications.

Job Description: As a Wealth Advisor, you will be responsible for preparing, presenting, and implementing customized financial plans for clients. You will also assist clients with annuities, life, long-term care, and managed money. Additionally, you will provide financial planning advice, including investment, insurance, and retirement options.

Key Traits:
  • Strong initiative
  • Positive attitude
  • Ability to market to local clients
  • Persistence
  • An entrepreneurial perspective to build client base
  • Persuasive ability

Minimum Requirements:
  • College degree preferred
  • 2+ years of financial service experience required
  • Series 65 and Life and Health required
  • Strong organizational, prioritization, interpersonal, and management skills
  • Strong mathematical and analytical skills
  • Excellent communication skills; both verbal and written
  • Proficient with MS Office Suite
  • Experience with CRM preferred

Position Responsibilities:
  • Prepare, present, and implement customized financial plans
  • Assist clients with annuities, life, long-term care, and managed money
  • Provide financial planning advice to include investment, insurance, and retirement
  • Develop, manage, and retain strong client relationships
  • Assist main Advisor with meeting individual and team goals

Benefits: At Summers Agency & Quility, we offer a competitive salary and benefits package, including opportunities for professional growth and development.

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