Associate Advisor

Retirement Resource Center, LLC.; Denver, Northern (CO, KY); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Advancement path

CFP support

Pay plus quarterly bonus/revenue share

Retirement plan with company match

Health insurance

Disability coverage

Unlimited vacation

Job summary

Catalyst Retirement Advisors in Denver is seeking an Associate Advisor to build a career in financial planning. You’ll work directly with an experienced advisor, participate in client relationships, and develop planning skills that lead toward owning client relationships of your own.

CFP designation or active candidacy is strongly preferred; the firm supports your path with mentorship, an educational allowance, and reimbursement.

Qualifications

• CFP designation or active candidacy strongly preferred
• Bachelor's degree in finance, business, or a related field
• Minimum 2 years of experience in financial services
• Series 7, 63, and/or 65 licenses preferred, or the ability to obtain them within 90 days of hire
• Strong knowledge of financial products, markets, and planning procedures
• Excellent communication and interpersonal skills
• Detail-oriented, organized, and able to manage multiple priorities

Responsibilities

• Participate in client meetings - prepare agendas, contribute to the conversation, and follow up on action items
• Take an active role in developing and implementing comprehensive financial plans
• Gather and analyze client data to identify needs and recommend appropriate strategies
• Research investment opportunities and share market insights with advisors and clients
• Build strong client relationships and serve as a trusted point of contact
• Monitor and review client accounts to keep them aligned with each client's objectives
• Stay current on industry trends and best practices, and share what you learn with the team

Skills

Communication skills

Interpersonal skills

Attention to detail

Multi-tasking

Education

Bachelor's degree in finance, business, or related field

Tools

Series 7/63/65 licenses

Job description

Catalyst Retirement Advisors is an independent, retirement-focused firm in Denver seeking an Associate Advisor ready to build a career in financial planning. You will work directly alongside an experienced advisor, take an active part in client relationships, and develop the planning and advisory skills that lead toward owning client relationships of your own.

If you hold your CFP® designation or are actively pursuing it, this role is built for you - we support your path to the mark and reward the expertise you bring.

Why This Role

• Advancement path toward advisor and relationship ownership
• CFP support: educational allowance and mentorship to help you earn or leverage the designation
• Compensation that shares our success: base pay based on experience and quarterly bonus/revenue share
• Retirement plan with company match, health insurance, and disability coverage
• Unlimited vacation and a team that respects work-life balance

What You’ll Do

• Participate in client meetings - prepare agendas, contribute to the conversation, and follow up on action items
• Take an active role in developing and implementing comprehensive financial plans
• Gather and analyze client data to identify needs and recommend appropriate strategies
• Research investment opportunities and share market insights with advisors and clients
• Build strong client relationships and serve as a trusted point of contact
• Monitor and review client accounts to keep them aligned with each client's objectives
• Stay current on industry trends and best practices, and share what you learn with the team

What You Bring

• CFP® designation or active candidacy strongly preferred
• Bachelor's degree in finance, business, or a related field
• Minimum 2 years of experience in financial services
• Series 7, 63, and/or 65 licenses preferred, or the ability to obtain them within 90 days of hire
• Strong knowledge of financial products, markets, and planning procedures
• Excellent communication and interpersonal skills
• Detail-oriented, organized, and able to manage multiple priorities

Benefits at a Glance

• Compensation based on experience
• Quarterly bonus
• Retirement plan with company match
• Health insurance
• Disability coverage
• Unlimited vacation
• Educational allowance for CFP pursuit