Financial Advisor

2 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 client’s 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

·       Bachelor’s 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. 


  • Financial Advisor

    1 week ago


    Denver, Colorado, United States LPL Financial Full time

    Financial Advisor – MidwestOne BankYour career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Denver, CO would allow you to join the Investment Program at MidwestOne Bank as a Financial Advisor associated with LPL...

  • Financial Advisor

    9 hours ago


    Denver, United States Corebridge Financial Full time

    We’re passionate about excellence. Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love...

  • Financial Advisor

    3 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...

  • Financial Advisor

    15 hours 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...


  • Denver, United States Raymond James Financial Services Full time

    Description Job Summary: Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully...

  • Financial Advisor

    4 weeks ago


    Denver, United States Rival Sourcing LLC Full time

    Private Wealth Advisor As an Advisor, You Are Expected To •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience •Drive business results and acquire new assets, both from existing client base and new...

  • Business Advisor

    5 days ago


    Denver, United States Richtr Financial Studio Full time

    Job Description Job Description We are looking for: Accountant or a Business Advisor as we call the role at Richtr – An experienced accountant and business advisor that is both numbers and people-oriented. An advisor that is also a great communicator, collaborator, and project manager – that has the ability to grow and learn Sr. Business Advisor skills...


  • Denver, United States Wealth Strategies Full time

    Job DescriptionJob DescriptionWhat Our Representatives Say!“Work for a company that cares beyond the bottom line. Hybrid Work Environment. Ability to take your career with you across the country. Unlimited Income potential. Independence to be in charge of your own calendar and clientele. Have an impact on your clients through the work you do and on your...


  • Denver, United States Wealth Strategies Full time

    Job DescriptionJob DescriptionWhat Our Representatives Say!“Work for a company that cares beyond the bottom line. Hybrid Work Environment. Ability to take your career with you across the country. Unlimited Income potential. Independence to be in charge of your own calendar and clientele. Have an impact on your clients through the work you do and on your...

  • Business Advisor

    5 days ago


    Denver, United States Richtr Financial Studio Full time

    Job DescriptionJob DescriptionWe are looking for: Accountant or a Business Advisor as we call the role at Richtr – An experienced accountant and business advisor that is both numbers and people-oriented. An advisor that is also a great communicator, collaborator, and project manager – that has the ability to grow and learn Sr. Business Advisor skills...


  • Denver, United States Garden Street Financial Group Full time

    Experienced Administrative Assistant Do you have experience working in a Securities/Investments related office providing administrative support? Are you organized and able to work independently while functioning as a financial planners key office and administrative support? Do you have exceptional attention to detail and an ability to complete error-free...


  • Denver, United States Garden Street Financial Group LLC Full time

    Experienced Administrative AssistantDo you have experience working in a Securities/Investments related office providing administrative support?   Are you organized and able to work independently while functioning as a financial planner’s key office and administrative support? Do you have exceptional attention to detail and an ability to complete...


  • Denver, United States Garden Street Financial Group LLC Full time

    Experienced Administrative AssistantDo you have experience working in a Securities/Investments related office providing administrative support?   Are you organized and able to work independently while functioning as a financial planner’s key office and administrative support? Do you have exceptional attention to detail and an ability to complete...


  • Denver, United States Inclined Full time

    Job DescriptionJob DescriptionAdvisor Success AssociateThis role is an inside sales role. You will support our sales efforts directed at onboarding and educating captive whole life advisors. The Advisor Success role is focused on activating new advisors, driving new business with existing advisors, and serving as our point of contact for advisors and their...

  • Commission Advisors

    4 weeks ago


    Denver, United States State of Colorado Full time

    DORAs Public Utilities Commission (PUC) serves the public interest by effectively regulating utilities and facilities so that the people of Colorado receive safe, reliable and reasonably-priced services consistent with the economic, environmental an Commission, Financial Analyst, Utilities, Advisor, Analyst, Financial, Banking


  • Denver, United States Ameriprise Financial Full time

    "Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client...


  • Denver, United States Ameriprise Financial Full time

    Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer loyalty. As a Registered Client Service Associate, you will provide dedicated support to a high producing advisors by preparing portfolio materials for client...

  • LPL Financial Advisor

    2 weeks ago


    Denver, United States Midwest One Bank Full time

    Overview: At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no...


  • Denver, United States The Judson Group Full time

    Lead Wealth Advisor/Business Developer | Denver, Colorado Reference Number: HRJ7476 Location: Denver, Colorado Judson Group has partnered with a national RIA in their search for a Lead Wealth Advisor/Business Developer . The Lead Wealth Advisor/Business Developer will be responsible for working on established referral channels to help attract and close...

  • Associate Advisor

    2 weeks ago


    Denver, United States Pinnacle Real Estate Advisors Full time

    Posted Job Description: Associate Advisor needed for Pinnacle Real Estate Advisors, a local, high growth, dynamic, energetic commercial real estate firm.  Looking for a strategic and self-motivated candidate with an entrepreneurial spirit and career-driven mindset to join the top team at Pinnacle. Must be a hardworking, trustworthy, and organized person,...