Financial Service Advisor
1 month ago
Are you a financial services professional looking for a new opportunity to apply your skills?
We are a service-oriented financial planning firm providing an array of services ranging from investments to insurance and retirement services. As an independent financial services firm, we value independence and maintain the highest professional standards.
We are seeking a friendly, yet analytical, staff person to help us serve our clients by researching funds, understanding client portfolios, assisting our advisor in providing in-depth financial plans, and helping prepare for client reviews. You will not be required to build your own book of business, but you must be able to develop appropriate recommendations to help our clients achieve their financial goals. To be successful in this role, you must have exceptional interpersonal skills, strong relationship building skills and an understanding of the financial planning process.
Our office is located in central Denver, Colorado, and provides a comfortable, professional work environment. The office culture is friendly, highly professional and relaxed, without sacrificing the quality of our results. This position plays a key role in the success of our firm where we work cohesively as a team toward the same goal of providing outstanding service to our clients while helping them achieve the financial results they desire.
In this role with our firm, your responsibilities will include:
- Research products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs.
- Participate in client meetings, document meeting notes, and address service and portfolio-related needs.
- Generate financial plans and supportive reports, such as position statements, for meetings with clients.
- Place trades through Commonwealth’s trading platform.
Requirements:
- Experience in the investment/insurance industry is required.
- Highly professional; Commitment to conducting business in an honest and ethical manner, always putting clients’ needs first.
- Excellent knowledge and understanding of financial planning concepts, terminology, and products, such as mutual funds, stocks, bonds, insurance, and annuities.
- Strong interpersonal skills with the ability to establish rapport with clients and coworkers.
- Exceptional verbal and written communications skills
- Ability to work well independently and as a member of a team
- Proficiency with the Microsoft Office Suite (Word and Excel), CRM, Wealthscape, MoneyGuide Pro, and Morningstar programs.
- Advanced degree (CFP®, CLU®, ChFC®, MBA, CPA), or education (BA/BS in business, finance or similar), desired.
- FINRA Series 7, 63 and 65 or 66 registrations preferred.
This is a strictly in-office role. We offer a comprehensive benefits package and competitive salary. If you are interested in this position, please e-mail your cover letter and resumé.
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