Financial Advisor | No Prospecting (Thornton, CO)

Alpha 1 Tax & Wealth; Denver (CO); On-site; USD 200,000 - 350,000; Full time

Benefits offered by this job

In-house tax pros for support

Defined process with high standards

Consistent inbound demand and pre-set appointments

Job summary

A financial advisory firm is seeking an in-office Financial Advisor in Thornton/North Denver to handle firm-provided, pre-qualified appointments focused on delivering tax-integrated retirement plans. This role requires an elite relationship builder who is decisive and comfortable with integrating taxes into planning. Ideal candidates have a Series 65 license and 2+ years in a consultative sales role. Compensation ranges from $200,000 to $350,000+ based on performance, with a supportive marketing engine to create client opportunities.

Qualifications

• 2+ years in a client-facing advisory/consultative sales role with real closing responsibility.
• Strong retirement income-planning competency including Social Security, taxes in retirement, sequence risk.

Responsibilities

• Run firm-provided, pre-qualified appointments to build client relationships.
• Deliver tax-integrated retirement plans and convert opportunities into sales.

Skills

Relationship building

Decisive closing

Consultative approach

Integrity

Tax integration in planning

Education

Series 65 (or equivalent)

Life & Health Insurance license

Job description

If you can close — and you’re tired of prospecting to earn the right to close — read this.

Alpha 1 Tax & Wealth is hiring an in-office Financial Advisor in North Denver/Thornton to run firm-provided, pre-qualified appointments, deliver tax-integrated retirement plans, and convert opportunities into new client relationships.

Compensation (Year 1)

• Target: $200,000–$350,000+ for proven advisors
• Structure: Competitive base + uncapped revenue your production + vesting/equity in your clients over time.

What You Get

• No “build-a-book-from-scratch”: Consistent inbound demand and pre-set appointments
• Tax-integrated planning: In-house tax pros to support real retirement tax strategy
• Holistic Planning under one roof: investments + retirement income + risk solutions + coordinated legacy conversations
• A defined process + high standards: Full calendars, clean execution, and zero tolerance for passive advisor energy
• Location: In-office (Thornton/North Denver) — 16649 Washington St, Thornton, CO 80023

The Opportunity

This role is for the advisor who knows they just need more real at-bats. You’ll sit with retirees and pre-retirees, run a real discovery, build a comprehensive plan, and confidently ask for the business when it makes sense. The firm’s marketing engine creates opportunities — your job is to convert them into AUM and appropriate insurance/annuity implementations, coordinated with tax and estate strategy when relevant.

Ideal Candidate

• You’re an elite relationship builder and a decisive closer. Consultative, not passive.
• You want a full calendar. You’re sharper with volume, not burned out by it.
• You’re process-faithful. You can plug into a proven system and get better fast.
• You’re high-integrity. Fiduciary mindset, clean documentation, no shortcuts.
• You’re comfortable integrating taxes into planning. You don’t outsource the most important conversation in retirement.

Who this is NOT for

• Coasters: If “good enough” is your standard, you'll hate us, and this will be miserable
• Advisors who already know everything: If you refuse to run a firm process and already know everything, we're probably not for you.
• Product cynics: If you’re philosophically opposed to insurance/annuities (FIAs) as planning tools and part of the overall solution when it makes sense for the client, you should pass.
• Loose operators: If effort and follow-through aren’t part of your craft, they should be!

Qualifications

• Series 65 (or equivalent, e.g., Series 66 or CFP)
• Life & Health Insurance license.
• 2+ years in a client-facing advisory/consultative sales role with real closing responsibility
• Strong retirement income-planning competency (Social Security, taxes in retirement, sequence risk, longevity, etc.).
• In-office availability in Thornton with the stamina to run a full calendar consistently

Preferred

• Fixed indexed annuity experience (retirement income/principal protection/bold alt concepts)
• Experience in an appointment-based, marketing-driven model.

If you’re currently employed and discreet, we’ll keep the process confidential.