Financial Advisor

Future Capital Management Incorporated; Castle Rock (CO); On-site; USD 60,000 - 90,000; Full time

Job summary

Future Capital Management, Inc. in Castle Rock, CO seeks an on-site Financial Advisor to meet with clients, assess goals, and tailor financial strategies.

You will design retirement and investment plans, monitor portfolios, keep client records, and stay current on markets and regulations while explaining complex concepts clearly. Strong interpersonal skills and ethical judgment are essential; CFP or ChFC credentials are beneficial.

Qualifications

• Strong skills in financial planning and retirement planning to design goal-based strategies.
• Solid finance and investments skills to analyze portfolios and recommend investment solutions.
• Financial advisory skills, including client relationship management and needs-based advisory services.
• CFP®, ChFC®, or similar credentials are highly beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
• On-site in Castle Rock, CO with strong interpersonal, communication, and ethical decision-making skills.
• Experience in a registered investment advisory or similar financial services environment is an advantage.

Responsibilities

• Meet with clients to assess financial goals and analyze their current financial situation.
• Develop and present financial plans including retirement and investment options.
• Monitor portfolios and adjust strategies to changing client needs.
• Maintain accurate client records and stay current on markets and regulations.
• Communicate complex financial concepts in clear, accessible language.
• Collaborate with the team to ensure a consistent, client-first advisory experience.

Skills

Financial planning

Retirement planning

Finance & investments

Financial advisory

Education

Bachelor’s degree in Finance/Economics/Business

Job description

Company Description

Future Capital Management, Inc. (FCM) is a Registered Investment Advisor serving clients in Colorado and other licensed or exempt states. The firm focuses on understanding each client’s needs, goals, and long-term objectives to create tailored financial strategies. FCM supports individuals and families with challenges such as debt management, education savings, and retirement planning. The team emphasizes innovative thinking, often challenging conventional wisdom to help clients invest and preserve wealth. All efforts are centered on client satisfaction and long-term financial well-being.

Role Description

This contract, on-site Financial Advisor role is based in Castle Rock, CO. The Financial Advisor will meet with clients to assess their financial goals, analyze their current financial situation, and recommend suitable strategies. Daily responsibilities include developing and presenting financial plans, advising on retirement planning and investment options, and monitoring portfolios to align with changing client needs. The role also involves maintaining accurate client records, staying current on financial markets and regulatory requirements, and communicating complex financial concepts in clear, accessible language. The advisor will collaborate with the FCM team to ensure a consistent, client-first advisory experience.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design comprehensive, goal-based strategies.


• Candidates should possess solid Finance and Investments skills to analyze portfolios and recommend appropriate investment solutions.


• Candidates should possess Financial Advisory skills, including client relationship management and needs-based advisory services.


• Relevant certifications such as CFP®, ChFC®, or similar credentials are highly beneficial.


• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.


• Ability to work on-site in Castle Rock, CO, with strong interpersonal, communication, and ethical decision-making skills.


• Experience in a registered investment advisory or similar financial services environment is an advantage.