On-Site Financial Advisor — Castle Rock, CO

Future Capital Management Incorporated; Castle Rock (CO); Sur place; USD 60 000 - 90 000; Plein temps

Résumé du poste

Future Capital Management, Inc. in Castle Rock, CO seeks an on-site Financial Advisor to meet with clients, assess goals, and tailor financial strategies.

You will design retirement and investment plans, monitor portfolios, keep client records, and stay current on markets and regulations while explaining complex concepts clearly. Strong interpersonal skills and ethical judgment are essential; CFP or ChFC credentials are beneficial.

Qualifications

• Strong skills in financial planning and retirement planning to design goal-based strategies.
• Solid finance and investments skills to analyze portfolios and recommend investment solutions.
• Financial advisory skills, including client relationship management and needs-based advisory services.
• CFP®, ChFC®, or similar credentials are highly beneficial.
• Bachelor’s degree in Finance, Economics, Business, or a related field is preferred.
• On-site in Castle Rock, CO with strong interpersonal, communication, and ethical decision-making skills.
• Experience in a registered investment advisory or similar financial services environment is an advantage.

Responsabilités

• Meet with clients to assess financial goals and analyze their current financial situation.
• Develop and present financial plans including retirement and investment options.
• Monitor portfolios and adjust strategies to changing client needs.
• Maintain accurate client records and stay current on markets and regulations.
• Communicate complex financial concepts in clear, accessible language.
• Collaborate with the team to ensure a consistent, client-first advisory experience.

Connaissances

Financial planning

Retirement planning

Finance & investments

Financial advisory

Formation

Bachelor’s degree in Finance/Economics/Business

Description du poste

Future Capital Management, Inc. in Castle Rock, CO seeks an on-site Financial Advisor to meet with clients, assess goals, and tailor financial strategies.

You will design retirement and investment plans, monitor portfolios, keep client records, and stay current on markets and regulations while explaining complex concepts clearly. Strong interpersonal skills and ethical judgment are essential; CFP or ChFC credentials are beneficial.