Strategic Financial Advisor & Client Growth

MBE Wealth; Durango (CO); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

FSA/HSA options

PTO

401k match program

Tuition reimbursement

Career growth opportunities

Business development bonuses

Job summary

MBE Wealth is seeking a Financial Advisor to support client financial planning and investment needs onsite in Colorado. The role involves helping current clients, while also developing new clientele and marketing strategies to grow the firm’s client base.

Strong communication, detail orientation, and financial literacy are essential. The position can be arranged as an independent contractor or full-time hire, with compensation options including a commission-based model.

Qualifications

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Microsoft Office Suite and CRM management.
• Excellent client-facing communication skills.

Responsibilities

• Assist current firm clients with financial planning and investment needs.
• Develop clientele and marketing strategies to grow the firm’s client base.
• Demonstrate understanding of financial planning and investing concepts with professional, detail-oriented communication.

Skills

Financial planning

Investment knowledge

Client communication

Detail-oriented

Education

Bachelor's degree in finance or related field

Series 66 or Series 65 licensure

Tools

Microsoft Office Suite

CRM software

Job description

MBE Wealth is seeking a Financial Advisor to support client financial planning and investment needs onsite in Colorado. The role involves helping current clients, while also developing new clientele and marketing strategies to grow the firm’s client base.

Strong communication, detail orientation, and financial literacy are essential. The position can be arranged as an independent contractor or full-time hire, with compensation options including a commission-based model.