Tax-Integrated Financial Advisor High-Earning In-Office

Alpha 1 Tax & Wealth; Denver (CO); Vor Ort; USD 200.000 - 350.000; Vollzeit

Benefits dieser Stelle

In-house tax pros for support

Defined process with high standards

Consistent inbound demand and pre-set appointments

Zusammenfassung

A financial advisory firm is seeking an in-office Financial Advisor in Thornton/North Denver to handle firm-provided, pre-qualified appointments focused on delivering tax-integrated retirement plans. This role requires an elite relationship builder who is decisive and comfortable with integrating taxes into planning. Ideal candidates have a Series 65 license and 2+ years in a consultative sales role. Compensation ranges from $200,000 to $350,000+ based on performance, with a supportive marketing engine to create client opportunities.

Qualifikationen

• 2+ years in a client-facing advisory/consultative sales role with real closing responsibility.
• Strong retirement income-planning competency including Social Security, taxes in retirement, sequence risk.

Aufgaben

• Run firm-provided, pre-qualified appointments to build client relationships.
• Deliver tax-integrated retirement plans and convert opportunities into sales.

Kenntnisse

Relationship building

Decisive closing

Consultative approach

Integrity

Tax integration in planning

Ausbildung

Series 65 (or equivalent)

Life & Health Insurance license

Jobbeschreibung

A financial advisory firm is seeking an in-office Financial Advisor in Thornton/North Denver to handle firm-provided, pre-qualified appointments focused on delivering tax-integrated retirement plans. This role requires an elite relationship builder who is decisive and comfortable with integrating taxes into planning. Ideal candidates have a Series 65 license and 2+ years in a consultative sales role. Compensation ranges from $200,000 to $350,000+ based on performance, with a supportive marketing engine to create client opportunities.