Senior Financial Advisor: High-Impact Wealth Advisory

T. Rowe Price; Colorado Springs (CO); On-site; Full time

Benefits offered by this job

Competitive compensation

Health and wellness benefits

Family care resources

Job summary

A global asset management organization located in Colorado Springs is seeking an experienced financial services professional to provide advisory solutions. This role involves preparing financial plans for clients, educating them about investment strategies, and ensuring client satisfaction. Ideal candidates will have a bachelor's degree, 5+ years of relevant experience, and strong communication skills. A CFP designation is required, and employees benefit from competitive compensation and a collaborative work culture.

Qualifications

• 5+ years of experience in financial services offering investment management.
• FINRA Series 7 and 66, or 63/65 licenses upon hire.
• Experience with high-net-worth clients.

Responsibilities

• Implement and develop advisory solutions for assigned clients.
• Prepare financial plans for pre-retirees and retirees.
• Educate advisory clients on market events and planning topics.

Skills

Relationship building

Strong written and verbal communication

Organizational skills

Listening skills

Presentation skills

Financial knowledge

Education

Bachelor's degree or equivalent

CFP designation

Job description

A global asset management organization located in Colorado Springs is seeking an experienced financial services professional to provide advisory solutions. This role involves preparing financial plans for clients, educating them about investment strategies, and ensuring client satisfaction. Ideal candidates will have a bachelor's degree, 5+ years of relevant experience, and strong communication skills. A CFP designation is required, and employees benefit from competitive compensation and a collaborative work culture.