Financial Advisor | Client Planning & Growth Specialist

MBE Wealth Management, LLC; Durango (CO); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision

401k with matching

Paid time off

Tuition reimbursement

Career growth opportunities

Bonuses for referrals

Job summary

MBE Wealth Management, LLC in Durango, CO seeks a Financial Advisor to assist clients with financial planning and investments, while expanding the client base through targeted marketing. The role emphasizes professional communication and precise planning to support clients’ wealth goals.

The position offers flexibility in compensation structure, including independent contractor or direct full-time arrangements, with potential for commission-based earnings and business acquisition options.

Qualifications

• Bachelor's degree in finance, business administration, or related field.

Responsibilities

• Assist current clients with financial planning and investment needs.
• Develop your clientele and marketing strategies to grow firm clientele.
• Communicate professionally with clients and coordinate with team as needed.

Skills

Attention to detail

Communication skills

Professionalism

Client management

Education

Bachelor's degree in finance, business administration, or a related business field

Tools

Microsoft Office

CRM systems

Job description

MBE Wealth Management, LLC in Durango, CO seeks a Financial Advisor to assist clients with financial planning and investments, while expanding the client base through targeted marketing. The role emphasizes professional communication and precise planning to support clients’ wealth goals.

The position offers flexibility in compensation structure, including independent contractor or direct full-time arrangements, with potential for commission-based earnings and business acquisition options.