Financial Advisor: Growth & Client Planning Expert

MBE Wealth Management, LLC; Durango (CO); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA/HSA

Paid Time Off

401k employer matching

Tuition reimbursement

Supplemental insurance

Bonuses

Career growth opportunities

Job summary

MBE Wealth Management, LLC is seeking a Financial Advisor to support current clients' financial planning and investment needs, while also developing a personal client base and marketing strategies to grow the firm’s clientele.

You should understand financial planning and investing concepts, be detail-oriented and professional, with excellent written and verbal communication. The role is on-site in Durango, CO, with office hours Monday–Friday 8am–5pm and limited travel.

Qualifications

• Bachelor's degree in finance, business administration, or related field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• Proficiency with Microsoft Office and CRM systems.
• Excellent client-facing communication skills.

Responsibilities

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

Skills

Finance basics

CRM experience

Communication skills

MS Office

Education

Bachelor's degree in finance or related field

Tools

CRM

MS Office Suite

Job description

MBE Wealth Management, LLC is seeking a Financial Advisor to support current clients' financial planning and investment needs, while also developing a personal client base and marketing strategies to grow the firm’s clientele.

You should understand financial planning and investing concepts, be detail-oriented and professional, with excellent written and verbal communication. The role is on-site in Durango, CO, with office hours Monday–Friday 8am–5pm and limited travel.