Financial Advisor

2 weeks ago


Centennial, Colorado, United States Mosaic Retirement Planning, LLC Full time
About Us

Mosaic Retirement Planning, LLC is a comprehensive financial services firm dedicated to providing personalized retirement planning and investment advisory services to individuals and families. Our mission is to empower our clients to achieve their financial goals and secure their financial futures.

Job Summary

We are seeking a highly motivated and results-driven Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing exceptional client service, building and maintaining relationships with clients, and delivering customized financial planning and investment solutions. If you are a self-motivated and goal-oriented individual with a passion for helping others achieve their financial goals, we encourage you to apply.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, including investment, retirement, and estate planning strategies.
  • Build and maintain strong relationships with clients, providing exceptional service and support to meet their financial needs.
  • Stay up-to-date on industry trends and developments, ensuring that clients receive the most current and effective financial planning and investment advice.
  • Collaborate with other team members to achieve business objectives and drive growth.
  • Participate in ongoing professional development and training to enhance skills and knowledge.
Requirements
  • College degree or equivalent required.
  • Three years of sales, marketing, and/or business development experience.
  • Two years of financial services sales experience.
  • Strong understanding of basic investing principles and a willingness to obtain additional licenses and certifications.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
What We Offer
  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A collaborative and supportive work environment.
  • Access to ongoing training and education.
  • A comprehensive benefits package.
How to Apply

If you are a motivated and results-driven individual with a passion for helping others achieve their financial goals, we encourage you to apply. Please submit your resume and cover letter to info@mosaicretirementplanning.com. We look forward to hearing from you


  • Financial Advisor

    3 weeks ago


    Centennial, Colorado, United States Mosaic Retirement Planning, LLC Full time

    About UsMosaic Retirement Planning, LLC is a comprehensive financial services firm dedicated to providing personalized retirement planning and investment advisory services to individuals and families. Our team of experienced professionals is committed to helping clients achieve their financial goals through a tailored approach that addresses their unique...

  • Tax Advisor

    2 weeks ago


    Centennial, Colorado, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing expert tax advice and guidance to our clients, helping them navigate complex tax laws and regulations.As a member of our team, you will have the opportunity to work with a diverse range of clients, from individuals...

  • Tax Advisor

    6 days ago


    Centennial, Colorado, United States H&R Block Full time

    About the RoleWe are seeking a highly skilled Tax Advisor to join our team at H&R Block. As a Tax Advisor, you will be responsible for providing tax preparation, tax audit support, and tax planning services to our clients year-round.Key Responsibilities:Build and maintain strong relationships with clients to understand their tax needs and provide...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Are you looking to launch your career in the financial services industry? Mutual of Omaha's Accelerator Program for Financial Representative Trainees offers a comprehensive training program, mentorship, and support to help you succeed in selling Individual Insurance products and building a sustainable financial practice.With a focus on developing skills for...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Financial Representative TraineeJoin Mutual of Omaha as a Financial Representative Trainee and embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products.Program OverviewThis dynamic program includes a combination of self-study and hands-on-experience projects, all...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Accelerate Your Career in Financial ServicesAre you passionate about building a rewarding career in the financial services industry? Mutual of Omaha's Accelerator Program for Financial Representative Trainees offers a comprehensive training program, mentorship, and support to help you succeed in selling Individual Insurance products and building a...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Are you looking to launch your career in the financial services industry? Mutual of Omaha is seeking a Financial Representative Trainee to join our team and gain the skills necessary to excel in selling Individual Insurance products and building a sustainable financial practice. Our comprehensive training program, mentorship, and support will help you...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Accelerate Your Career with Mutual of OmahaWe are seeking highly motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to set you up for long-term success. As a Financial Services Representative Trainee, you will embark on a dynamic program to develop the skills and competencies necessary to excel in selling...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed and eager to launch your career in the financial services industry? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Accelerate Your Career in Financial ServicesAre you driven to succeed and eager to launch your career in the financial services industry? Mutual of Omaha is seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Accelerate Your Career as a Financial Representative TraineeAt Mutual of Omaha, we're seeking highly motivated and self-driven individuals to join our Accelerator Program, a dynamic trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic...


  • Centennial, Colorado, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, COLocation: Colorado Work Type: Full Time Regular Job No: 503415Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until FilledWe're seeking driven, self-motivated individuals to join our Accelerator Program, a comprehensive trainee experience designed to...


  • Centennial, Colorado, United States Charles Schwab Full time

    Join Our Wealth Advisory TeamWe are seeking a highly motivated and experienced Associate Wealth Advisor to join our team at Charles Schwab. As a key member of our Wealth Advisory team, you will be responsible for supporting our Wealth Advisors in servicing, deepening, and retaining their client relationships.Key Responsibilities:Provide exceptional client...


  • Centennial, Colorado, United States Centennial State Wealth Advisors Full time

    Job Title: Front Office Administrative AssistantWe are seeking a highly organized and detail-oriented Front Office Administrative Assistant to join our team at Centennial State Wealth Advisors. As a key member of our front office team, you will provide exceptional customer service, support our financial advisors, and contribute to the smooth operation of our...


  • Centennial, Colorado, United States Centennial State Wealth Advisors Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team at Centennial State Wealth Advisors. As a key member of our front office team, you will provide exceptional support to our financial advisors and clients, ensuring a seamless and efficient experience.ResponsibilitiesPrepare reports and...

  • Financial Advisor

    5 months ago


    Centennial, United States New York Life Full time

    New York Life - What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 502864 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled ...

  • Investment Advisor

    4 weeks ago


    Centennial, United States Intelliswift Software Inc Full time

    Job Title: Investment Advisor - SeniorDuration: 6 MothsLocation: Centennial, CO, USAPay Range: $48.96 per hourIntelliswift Software Inc. conceptualizes, builds, and supports the world's most amazing technology products and solutions. Our team of rich experts from diverse backgrounds contributes to making Intelliswift one of the most reliable partners in IT...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...


  • Centennial, United States Mutual of Omaha Full time

    Financial Representative Trainee (Sales) - Denver, CO Location: Colorado Work Type: Full Time Regular Job No: 503415 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...