Senior Financial Advisor

Bowman Financial Strategies, LLC; Englewood (CO); On-site; USD 50,000 - 200,000; Full time

Benefits offered by this job

401k retirement plan with companymatch

Cash balance plan

Medical health insurance (subsidized)

Aflac supplemental insurance policies

Job summary

Bowman Financial Strategies, LLC is seeking a Senior Financial Advisor to join our Englewood, CO team. This full-time, on-site role focuses on driving net new asset growth by sourcing, closing, and nurturing client relationships, while delivering comprehensive retirement and distribution planning.

You will manage client plans, analyze tax implications, coordinate Social Security/pension strategies, and monitor portfolios for risk and performance, with robust internal support and marketing

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning for clients transitioning into and living through retirement.
• Strong knowledge of Finance and Investments, including portfolio construction, risk management, and tax-efficient distribution strategies.
• Proven experience in Financial Advisory, including client relationship management, plan implementation, and ongoing review.
• Relevant professional credentials such as RICP, CFP, ChFC, or similar designation preferred.

Responsibilities

• Meet with clients to assess financial situations and develop comprehensive retirement and distribution plans.
• Recommend investment and income strategies aligned with long-term goals.
• Analyze tax implications of distribution approaches and coordinate Social Security and pension filing strategies.
• Monitor client portfolios for performance and risk and stay current with regulatory and market changes.
• Prepare and present financial plans, document recommendations, and collaborate with internal teams to deliver high-quality service.
• Succeed in a full-cycle sales role with operational, compliance, and marketing support.

Skills

Financial planning

Retirement planning

Portfolio construction

Risk management

Tax-efficient distributions

Client relationship management

Regulatory compliance

Ethical communication

Financial software

Education

Bachelor's degree in finance/economics/business

Equivalent professional experience

RICP/ CFP / ChFC designation preferred

Tools

Financial planning software

Office productivity tools

Job description

Elevate Your Career at Bowman Financial Strategies!

Bowman Financial Strategies strives to create a personalized financial roadmap to help our clients reach their retirement goals. We seek to simplify complex financial terms and investment options, offer honest advice, and help navigate the complexities of financial planning-together.

Overview

We're looking for a new advisor to join our team. This is a growth-focused, hunter-style role. This advisor will be responsible for driving net new asset growth by sourcing, closing, and developing new client relationships.

Role Description

The Senior Financial Advisor is a full-time, on-site role based in Englewood, CO. This role is responsible for meeting with clients to assess their financial situations, developing comprehensive retirement and distribution plans, and recommending investment and income strategies aligned with long-term goals. The Senior Financial Advisor will analyze tax implications of various distribution approaches, coordinate Social Security and pension filing strategies, and monitor client portfolios for performance and risk. Day-to-day tasks include preparing and presenting financial plans, documenting recommendations, staying current with regulatory and market changes, and collaborating with internal team members to deliver consistent, high-quality client service.This is a full-cycle sales role with strong internal support, training, and marketing resources.The firm owns the client relationship and provides full operational, compliance, and marketing support-allowing the advisor to stay focused on selling, relationship-building, and asset growth. This is an excellent opportunity for a mid-level advisor who is not brand new, brings energy and ambition, and wants to be rewarded directly for performance.

Qualifications

• Demonstrated expertise in Financial Planning and Retirement Planning for clients transitioning into and living through retirement.
• Strong knowledge of Finance and Investments, including portfolio construction, risk management, and tax-efficient distribution strategies.
• Proven experience in Financial Advisory, including client relationship management, plan implementation, and ongoing review.
• Relevant professional credentials such as RICP, CFP, ChFC, or similar designation preferred.
• Bachelor's degree in finance, economics, business, or a related field, or equivalent professional experience.
• Ability to communicate complex financial concepts clearly and ethically to a wide range of clients.
• High level of integrity, attention to detail, and commitment to regulatory compliance and fiduciary standards.
• Proficiency with financial planning software and standard office productivity tools.

Required Qualifications

• Active Life Insurance License.
• Series 65 license.
• Licensed to sell, advise, and bring in assets.
• 5+ years of experience in financial sales or advisory roles.
• Proven ability to prospect, network, and close new business.
• Comfortable in a performance-based compensation model.
• Willing to work onsite and attend networking events as needed.

Salary and Bonus of 50,000 - $200,000.

Benefits

• 401k retirement plan with company match
• Cash balance plan
• Medical health insurance (subsidized)
• Aflac supplemental insurance policies

This position will remain open until September 30, 2026.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job-related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Bowman Financial Strategies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.