Associate Advisor - Catalyst Retirement Advisors

Kestra; Denver (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Compensation based on experience

Quarterly bonus/Revenue share

Retirement plan with company match

Unlimited vacation

Health insurance

Disability coverage

Educational allowance for CFP

Job summary

Kestra's Catalyst Retirement Advisors team in Denver, CO seeks an Associate Advisor to support a senior advisor, participate in client meetings, and gain hands-on experience in financial planning.

You will gather client data, help develop and implement financial plans, and stay current on market trends while building strong client relationships; CFP path supported.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• Desire to earn CFP designation in 2–3 years.
• At least 2 years of experience in the financial services industry.
• Series 7, 63, and/or 65 licenses preferred or obtainable 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.
• Passion for helping clients achieve their financial goals.

Responsibilities

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

Skills

Communication skills

Interpersonal skills

Detail-oriented

Multi-tasking

Education

Bachelor’s degree in finance, business, or a related field

Tools

Series 7 License

Series 63 License

Series 65 License

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.

Requirements

• 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.

Benefits

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