Lead Financial Advisor - Greenwood Village, CO

Advisor Talent Solutions; Greenwood Village (CO); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with generous matching

100% employer‑paid health insurance

Paid holidays

PTO

Paid holidays

PTO

Job summary

A leading financial services firm in Lakewood, CO is seeking a Lead Financial Advisor to join their proactive team. The ideal candidate will have at least 2 years of financial service experience, including proficiency in financial products like annuities and life insurance, and a dedication to building strong client relationships. You will be responsible for preparing customized financial plans and offering sound financial advice. This role includes competitive benefits such as health insurance and a 401(k) plan with matching.

Qualifications

• 2+ years of financial service experience.
• Series 66 or 65 and Life and Health certifications required.
• Experience selling AUM, annuities, and life products.
• Experience selling AUM, annuities and life products.
• 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.
• Proficiency with Microsoft Office Suite.
• Experience with CRM preferred.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long‑term care, and managed money.
• Provide financial planning advice on investment, insurance, and retirement.
• Develop, manage, and retain strong client relationships.
• Meet individual and team goals.

Skills

Strong initiative

Positive attitude

Ability to market to local clients

Persistence

Persuasive ability

Persuasive ability

Education

College degree preferred

Series 66 or 65 and Life & Health certifications

Tools

Microsoft Office Suite

CRM experience

Job description

Lead Financial Advisor - Denver, CO

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 Lakewood, CO is seeking a Lead Advisor to join our team. In this role you will 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.

Key Traits

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements

• College degree preferred
• 2+ years of financial service experience
• Series 66 or 65 and Life and Health certifications required
• Experience selling AUM, annuities and life products
• 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
• Proficiency with Microsoft 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 on investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Meet individual and team goals

Salary

• Annually Forgivable Base Draw
• Variable compensation overrides for performance

Benefits

• 401(k) with generous matching
• 100% employer‑paid insurance (health, vision, dental)
• Eligibility to enroll in HSA, FSA, and more
• Paid holidays
• PTO

Hours

• Monday‑Friday, 8 am‑5 pm
• In office

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

Presented by Advisor Employee Services. Thank you for your interest in the Lead Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!