Financial Advisor: Growth & Client Planning

MBE Wealth; Durango (CO); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA/HSA

PTO

401k match

Tuition reimbursement

Career growth

Life/AD&D insurance

Lead generation bonus

Job summary

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.

Qualifications

• 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.

Responsibilities

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

Skills

Client communication

Financial planning knowledge

Relationship building

Education

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

Tools

Microsoft Office Suite

CRM systems

Job description

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.