Associate Advisor — CFP Path & Financial Planning

Kestra Financial; 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 CFP pursuit

Job summary

Kestra Financial's Catalyst Retirement Advisors team in Denver is seeking an Associate Advisor to support experienced planners, participate in client meetings, and gain hands-on experience building comprehensive financial plans. You will gather client data, analyze investments, help implement strategies, and maintain strong client relationships while staying current on market trends.

Requirements include a finance-related bachelor's, 2+ years in financial services, CFP pursuit, and licenses like

Qualifications

• 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.
• Licenses such as Series 7, 63, and/or 65 preferred or obtainable within 90 days.
• 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 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.

Skills

Financial services experience

CFP designation pursuit

Series 7/63/65 licenses (preferred)

Excellent communication

Interpersonal skills

Detail-oriented

Multi-tasking

Education

Bachelor's degree in finance or related field

CFP designation in 2–3 years

Job description

Kestra Financial's Catalyst Retirement Advisors team in Denver is seeking an Associate Advisor to support experienced planners, participate in client meetings, and gain hands-on experience building comprehensive financial plans. You will gather client data, analyze investments, help implement strategies, and maintain strong client relationships while staying current on market trends.

Requirements include a finance-related bachelor's, 2+ years in financial services, CFP pursuit, and licenses like