Lead Financial Advisor: Grow AUM & Client Plans in Denver

Advisor Talent Solutions; Lakewood (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

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.

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.

Skills

Strong initiative

Positive attitude

Ability to market to local clients

Persistence

Persuasive ability

Education

College degree preferred

Tools

Microsoft Office Suite

CRM experience

Job description

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.