Remote Senior Wealth Advisor — Holistic Planning

Dev; Greenwood Village (CO); Remoto; USD 81.000 - 99.000; Tempo pieno

Vantaggi offerti da questo lavoro

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)

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

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

Conoscenze

Listening skills

Presentation skills

Customer service

Sales success

Organizational skills

Formazione

Bachelor's degree or equivalent

Strumenti

SalesForce CRM

Descrizione del lavoro

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.