Lead Financial Advisor

E.A. Buck Financial Services; Greenwood Village (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Employer-paid health insurance

HSA & FSA plans

401k with generous match

Paid holidays

PTO

Job summary

E.A Buck Financial Services in Greenwood, CO is seeking a Lead Advisor to join a client-focused team. You will meet one-on-one with leads from seminars, marketing, and existing clients to build long-term relationships and provide personalized financial planning.

The role emphasizes building a book of business, following through on sales opportunities, and delivering superior client service with advisory expertise. In-office presence in Colorado is required.

Qualifications

• 2+ years of financial services experience required.
• Series 66 or 65 and Life and Health licenses required.
• Experience selling AUM, annuities and life products.
• Ability to bring a small book of business.
• Strong communication and networking skills.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managed money.
• Provide financial planning advice across investments, insurance, and retirement.
• Develop, manage, and retain strong client relationships.
• Meet individual and team goals.
• Annually forgivable base draw.
• Variable compensation overrides for performance.
• 401k with generous matching.
• 100% employer-paid health insurance (health, vision, dental).
• Enrollment in HSA/FSA and related benefits.
• Paid holidays.
• PTO.

Skills

Strong initiative

Market to local clients

Persistence

Entrepreneurial mindset

Financial services experience

Series 66/65 and Life & Health

AUM, annuities and life sales

Build client base

Organizational / prioritization /inter

Analytical skills

Communication skills

Tools

MS Office Suite

CRM

Job description

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! E.A Buck Financial Services in Greenwood, CO is seeking to add Lead Advisor to our Team!

This Lead Advisor will have the opportunity to meet one-on-one with company leads from seminars, our robust marketing engine that includes TV and digital leads and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include building financial plans for new prospective clients that you will onboard to the firm. At EA Buck we like to say Advisors Advise, we Advertise!If you don’t like busywork and instead prefer to see productivity lead to profitability we look forward to speaking with you.

• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• 2+ years of financial service experience required
• Series 66 or 65 and Life and Health required
• Experience selling AUM, Annuities and Life required
• Ability to bring a small book of business
• Strong organizational, prioritization, interpersonal and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM preferred

Position Responsibilities:

• Prepare, present, and implement customized financial plans
• Assist clients with annuities, life, long-term care, and managed money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals
• Annually Forgivable Base Draw
• Variable Compensation Overrides for performance
• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO

Hours:

• Monday-Friday, 8am-5pm
• In office: Lakewood, CO

Note: Only people who are currently living in Colorado will be considered for this role