Job Description
Company Description
Colorado Financial Advisors provides clients with outstanding service and thorough education regarding their investments. The firm offers clients greater access to various investment products, helping them understand the impact of taxes, fees, and market volatility. Recent services include retirement planning, social security application advice, job change benefit reviews, disability insurance selection, and educational planning for children. Colorado Financial Advisors specializes in personalized financial planning, investment strategies, and tax efficiency planning.
Role Description
This is a full-time on-site role for a Financial Advisor located in Greenwood Village, CO. A Financial Advisor at Colorado Financial Advisors will provide personalized financial planning services to clients, including retirement planning, investment advice, and tax-efficient strategies. Daily tasks involve meeting with clients to develop financial portfolios, advising on social security and pension plans, assisting with insurance planning, and supporting small business succession planning. Colorado Financial Advisors really supports their advisors in building their own successful practices. Plus, immediate vesting in compensation is definitely a great perk!
Qualifications
- Proficiency in Financial Planning and Finance skills
- Expertise in Retirement Planning and Investments
- Experience in providing Financial Advisory services
- Excellent written and verbal communication skills
- Ability to develop personalized financial strategies
- Relevant certifications such as CFP, CFA, or ChFC are a plus
- Bachelor's degree in Finance, Economics, Business Administration, or related field
- Strong analytical and problem-solving skills
- Ability to build and maintain client relationships
- Series 6,65 or 7,66 and insurance licenses
- Ability to work both independently and collaboratively
- Phone skills to hold a comfortable conversation with a friendly and professional tone
- Social skills of confidence and approachability with focus on active listening
Securities are offered through The O.N. Equity Sales Company, and investment advisory services are provided through O.N. Investment Management Company.