Private Client Wealth Advisor

Fairygodboss; Silverthorne (CO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Fairygodboss is seeking a Financial Advisor in Silverthorne, Colorado, to champion client success while fostering diversity within the team. The role involves building a client base and providing tailored investment solutions, emphasizing relationship management over portfolio management.

Applicants should have at least 2 years of financial services experience and relevant licenses. The position offers a competitive rewards package including health coverage, a retirement plan, and more.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent.
• Success in client acquisition and maintaining relationships.
• Ability to provide goals-based planning and advice.

Responsibilities

• Champion and support team success and diversity.
• Build a book of business and deliver personalized solutions.
• Provide holistic financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial coaching

Digital confidence

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license

Life, Health, and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Silverthorne, Colorado, to champion client success while fostering diversity within the team. The role involves building a client base and providing tailored investment solutions, emphasizing relationship management over portfolio management.

Applicants should have at least 2 years of financial services experience and relevant licenses. The position offers a competitive rewards package including health coverage, a retirement plan, and more.