Financial Advisor/Wealth Manager - Denver, CO

Four Corners Financial Advisors (FCFA)

Denver (CO)

On-site

USD 70,000 - 100,000

Full time

14 days+
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Benefits offered by this job

One-on-one training from seasoned leaders
Comprehensive training program
Career growth opportunities

Job summary

A financial advisory firm is seeking an entry-level Financial Advisor in Denver, CO. The role involves identifying potential clients, assessing financial needs, and developing customized financial plans. Candidates will receive extensive training with the potential to earn over $100,000 in their first year based on results. Must possess an associate's degree and be willing to obtain necessary licenses. The position emphasizes strong people skills and offers significant career growth opportunities.

Qualifications

  • Willingness to obtain series licenses to qualify as a Financial Advisor.
  • Must be a U.S. or Permanent Resident.
  • Ability to work in an office environment.

Responsibilities

  • Identify and set appointments with potential clients.
  • Meet with clients to assess their financial needs.
  • Develop customized financial plans for clients.

Skills

People skills
Strong work ethic
Entrepreneurial spirit

Education

Associate's degree in business or industry-related field

Job description

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Direct message the job poster from Four Corners Financial Advisors (FCFA)

Four Corners Financial (a Florida Financial Advisors Company) provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Four Corners Financial Advisor requires a contemporary way of thinking and doing. At Four Corners, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:
  • Identify and set appointments with potential clients
  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationship with clients, helping them track their progress over time
  • Provide ongoing consultation and support

Four Corners Financial is different from other firms for many reasons, but our “Google meets Wall Street” culture really sets us apart from the rest. Our fun, fast-paced, yet laid‑back mentality has helped us become a fast‑growing firm that specializes in the unique needs of working‑class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.

Some features of this position include:
  • One‑on‑one training from seasoned leaders in the local financial planning industry
  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
Job Requirements:
  • Associate’s degree in business or industry‑related field
  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Willing to work in office

Visit our website at https://www.fourcornersfa.com/

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first‑year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

Seniority level

Entry level

Employment type

Full‑time

Job function

Finance, Marketing, and Sales

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