Growth-Focused Financial Advisor | Stable Role with Benefits

MBE Wealth Management, LLC; Durango (CO); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

FSA/HSA options

PTO

401k employer matching

Tuition reimbursement

Supplemental insurance options

Bonuses for business development

Career growth opportunities

Job summary

MBE Wealth Management, LLC in Durango, CO is seeking a Financial Advisor to support clients' financial planning and investment needs. The role combines client service with business development, including growing the advisory book and implementing effective marketing strategies to expand the client base.

You should understand financial planning and investing concepts, be detail-oriented and professional, and possess strong written and verbal communication skills.

Qualifications

• Bachelor’s degree in finance, business administration, or related field.
• Series 66 or Series 65 licensure.
• Experience in a financial advisor or related position.
• Proficient in MS Office; CRM familiarity.

Responsibilities

• Assist clients with financial planning and investment needs.
• Develop clientele and marketing strategies to grow the business.

Skills

Client communication

CRM experience

Financial planning concepts

Investing concepts

Detail-oriented

Written and verbal communication

Education

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

Tools

Microsoft Office Suite

CRM software

Job description

MBE Wealth Management, LLC in Durango, CO is seeking a Financial Advisor to support clients' financial planning and investment needs. The role combines client service with business development, including growing the advisory book and implementing effective marketing strategies to expand the client base.

You should understand financial planning and investing concepts, be detail-oriented and professional, and possess strong written and verbal communication skills.