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Benefits offered by this job
Medical insurance
Vision insurance
401(k)
Pension plan
Disability insurance
Job summary
A leading financial services firm in Colorado seeks an experienced financial advisor to develop client relationships and manage an existing book of business. This full-time role offers competitive compensation and benefits, including medical and vision insurance, a 401(k) plan with matching, and a pension plan. Ideal candidates will hold a Series 7 and 66 (or 6 and 63/65) and have three or more years of investment sales experience.
Qualifications
Series 7 and 66 (or 6 and 63/65) required.
Insurance license required.
Three or more years of investment sales experience.
Responsibilities
Develop and manage client relationships; service an existing book of business as applicable.
Collaborate with team members and leverage referral programs.
Create client solutions with no proprietary product sales requirements.
Skills
Client relationship management
Investment sales
Team collaboration
Education
Series 7 and 66 (or 6 and 63/65)
Insurance license
Job description
A leading financial services firm in Colorado seeks an experienced financial advisor to develop client relationships and manage an existing book of business. This full-time role offers competitive compensation and benefits, including medical and vision insurance, a 401(k) plan with matching, and a pension plan. Ideal candidates will hold a Series 7 and 66 (or 6 and 63/65) and have three or more years of investment sales experience.