Financial Advisor - Durango

MBE Wealth; Durango (CO); Presencial; USD 54.000 - 66.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

Dental insurance

Vision insurance

FSA/HSA

PTO

401k match

Tuition reimbursement

Career growth

Life/AD&D insurance

Lead generation bonus

Descripción de la vacante

MBE Wealth in Durango, Colorado is seeking a Financial Advisor to support clients with financial planning and investment needs. The role emphasizes delivering personalized planning and building long-term relationships on-site.

The ideal candidate has a finance-related degree, relevant advisor experience, required licensure, and strong communication skills. We offer flexible arrangements including full-time or independent contractor options, plus comprehensive benefits and growth opportunities.

Formación

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

Responsabilidades

• Assist current firm clients' financial planning and investment needs.
• Develop your clientele and future marketing strategies to grow the firm clientele.

Conocimientos

Client communication

Financial planning knowledge

Relationship building

Educación

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

Herramientas

Microsoft Office Suite

CRM systems

Descripción del empleo

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks And Benefits

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

More About MBE Wealth

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

Salary: $60000 per year