Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent Advisor; Denver (CO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Quarterly bonus/Revenue share

Retirement plan with company match

Unlimited vacation

Health insurance offered

Disability coverage

Educational allowance for pursuing CFP

Job summary

Kestra Financial Independent Advisor's Catalyst Retirement Advisors team is seeking an Associate Advisor to work alongside an experienced financial advisor, participate in client meetings, and gain hands-on experience in financial planning.

You will gather client data, help develop and implement plans, monitor accounts, and stay current with industry trends while building client relationships. This role offers growth toward CFP designation and licenses.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• Interest in earning CFP designation within 2–3 years.
• 2+ years of experience in the financial services industry.
• Knowledge of financial products, markets, and procedures.
• Excellent communication and interpersonal skills.
• Detail-oriented with ability to multi-task in a fast-paced environment.

Responsibilities

• Participate in client meetings and prepare agendas, follow up on action items.
• Actively participate in development and implementation of financial plans.
• Gather and analyze client data to understand financial needs and recommend strategies.
• Research and analyze investment opportunities, provide market insights.
• Build and maintain relationships with clients and act as a point of contact.
• Monitor and review client accounts to align with objectives.
• Stay up-to-date on industry trends and share knowledge with the team.

Skills

Excellent communication

Interpersonal skills

Detail oriented

Multi-tasking

Education

Bachelor’s degree in finance

CFP designation (in progress)

Series 7/63/65 licenses preferred

Job description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

• Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
• Actively participate in the development and implementation of financial plans.
• Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
• Research and analyze investment opportunities, provide market insights to advisors and clients.
• Build and maintain strong relationships with clients and act as a point of contact.
• Monitor and review client accounts, ensure that they are aligned with their financial objectives.
• Stay up-to-date on industry trends and best practices and share this knowledge with the team.

• Bachelor’s degree in finance, business, or a related field.
• Desire to earn CFP designation in 2-3 years
• A minimum of 2 years of experience in the financial services industry.
• 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 procedures.
• Excellent communication and interpersonal skills.
• Detail-oriented and able to multi-task in a fast-paced environment.
• A passion for helping clients achieve their financial goals.

• Compensation will be based on experience and qualifications
• Quarterly bonus/Revenue share
• Retirement plan with company matchUnlimited vacation
• Health insurance offered
• Disability coverage
• Educational allowance for pursuing CFP designation