Experienced Financial Advisor

New York Life - Northern Colorado; Fort Collins (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health, Dental and Vision Benefits

401(k) Plan + Match

Cash Balance Pension Plan

401(k) with match

Cash Balance Pension

Job summary

A financial services firm in Fort Collins is seeking an ambitious individual to join their team. Ideal candidates should have a strong interest in finance, investments, and estate planning, coupled with excellent communication skills. The role offers W-2 wages, health benefits, a 401(k) plan, and considerable financial rewards through commissions. The ability to create an ideal work schedule makes this opportunity fitting for those with an entrepreneurial spirit.

Qualifications

• Ambitious individual driven by financial rewards.
• Interest in estate planning and minimizing taxes.
• Ability to build ideal schedules.

Responsibilities

• Join the financial services team.
• Assist clients with business solutions and investments.
• Engage in estate planning discussions.

Skills

Excellent communication skills

Enthusiasm for success

Interest in finance and investments

Job description

We're looking for an ambitious individual who is motivated by financial rewards to join us in their next (and ideally final) stop in financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, minimizing taxes, and much more. If you have excellent communication skills and an enthusiasm for success, we invite you to apply! Compensation consists of a Training Allowance along with Commissions and Expense Allowance.

We offer W-2 wages, Health, Dental and Vision Benefits (Subsidized), and much more. Additionally, a 401(k) Plan + Match and a Cash Balance Pension Plan are included.

We also have the ability to build our own ideal schedules. This opportunity is most ideal for someone with an entreprenurial ethos.