Soar Autism CenterDenver
time off work when you need it Short-term disability for all staff covered by Soar Student loan repayment assistance Receive trainings and continuing education, and work with national experts (Greg Hanley and Laurie Vismara are on our Clinical Advisory...
EmpowerLittleton (CO), 23 mi from Denver
Financial Advisor & Planner - Personal Strategy, you will assist Empower's Personal Wealth investment clients on a wide range of financial matters and specifically assists clients who are enrolled in the Personal Strategy managed asset program .
We're...
Platinum Supplemental InsuranceLittleton
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with?
A robus...
Platinum Supplemental InsuranceLakewood
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with?
A robus...
Platinum Supplemental InsuranceBroomfield
If you’re exploring sales careers, you already know sales is the way to get ahead.You can sell just about anywhere, but the key is knowing how to spot the right opportunity.Have you ever noticed that the most successful sales people receive superior support from the companies they work with?
A robus...
Charles SchwabDenver
Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's...
Goldstone Partners, Inc.Thornton, 14 mi from Denver
Job Description
As the newest member of our team, you will build strategic partnerships with a portfolio of clients, guiding and mentoring them on their growth journey. You are a fiscal maestro with a high EQ, ready to bring technical prowess and...
Charles SchwabDenver
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's...
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Associate Advisor - Catalyst Retirement Advisors
Denver | www.resume-library.com |
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind.
As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Responsibilities
Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
Actively participate in the development and implementation of financial plans.
Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
Research and analyze investment opportunities, provide market insights to advisors and clients.
Build and maintain strong relationships with clients and act as a point of contact.
Monitor and review client accounts, ensure that they are aligned with their financial objectives.
Stay up-to-date on industry trends and best practices and share this knowledge with the team.
Requirements
Bachelor’s degree in finance, business, or a re.lated field.
Desire to earn CFP designation in 2-3 years
A minimum of 2 years of experience in the financial services industry.
Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
Strong knowledge of financial products, markets, and procedures.
Excellent communication and interpersonal skills.
Detail-oriented and able to multi-task in a fast-paced environment.
A passion for helping clients achieve their financial goals.
Benefits
Base salary ($70,000-$90,000 depending on experience) with bonus
Retirement plan with company match
Unlimited vacation
Health insurance offered
Disability coverage
Educational allowance for pursuing CFP designation
As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Responsibilities
Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
Actively participate in the development and implementation of financial plans.
Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
Research and analyze investment opportunities, provide market insights to advisors and clients.
Build and maintain strong relationships with clients and act as a point of contact.
Monitor and review client accounts, ensure that they are aligned with their financial objectives.
Stay up-to-date on industry trends and best practices and share this knowledge with the team.
Requirements
Bachelor’s degree in finance, business, or a re.lated field.
Desire to earn CFP designation in 2-3 years
A minimum of 2 years of experience in the financial services industry.
Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
Strong knowledge of financial products, markets, and procedures.
Excellent communication and interpersonal skills.
Detail-oriented and able to multi-task in a fast-paced environment.
A passion for helping clients achieve their financial goals.
Benefits
Base salary ($70,000-$90,000 depending on experience) with bonus
Retirement plan with company match
Unlimited vacation
Health insurance offered
Disability coverage
Educational allowance for pursuing CFP designation
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