Remote Senior Wealth Advisor — Holistic Planning

Dev; Greenwood Village (CO); Remote; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical, dental, vision and life insurance

401(k) plan with company matching

Tuition reimbursement up to $5,250/year

Generous paid time off

Paid volunteer time

Business Resource Groups (BRGs)

Job summary

A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer pipelines, and utilizing financial tools. Candidates should possess significant industry experience, a relevant degree, and strong communication skills. Benefits include comprehensive insurance, a 401(k) plan, tuition reimbursement, and generous paid time off.

Qualifications

• 3+ years of financial industry experience with demonstrated sales success.
• In-depth understanding of retail investment vehicles and retirement plans.
• Exceptional verbal and presentation skills.

Responsibilities

• Cultivate relationships to address customer needs.
• Drive scheduled appointments and uncover asset opportunities.
• Manage time and pipeline based on customer needs.

Skills

Listening skills

Presentation skills

Customer service

Sales success

Organizational skills

Education

Bachelor's degree or equivalent

Tools

SalesForce CRM

Job description

A leading financial services provider is seeking a Senior Wealth Advisor for a remote position in Colorado. The advisor will engage with clients to achieve their financial goals and consolidate assets. Key responsibilities include cultivating relationships, managing customer pipelines, and utilizing financial tools. Candidates should possess significant industry experience, a relevant degree, and strong communication skills. Benefits include comprehensive insurance, a 401(k) plan, tuition reimbursement, and generous paid time off.