Lead Financial Advisor - Lakewood, CO

Key Traits

• Strong initiative
• Positive attitude
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build client base
• Persuasive ability

Minimum Requirements

• College degree preferred
• 2+ years of financial service experience required
• Series 66 or 65 and Life and Health required
• Experience selling AUM and Annuities required
• Ability to bring a small book of business
• Strong organizational, prioritization, interpersonal and management skills
• Excellent communication skills; both verbal and written

Position Responsibilities

• Prepare, present, and implement customized financial plans
• Aid clients with annuities, life, long-term care, and managed money
• Provide financial planning advice to include investment, insurance, and retirement
• Develop, manage, and retain strong client relationships
• Maintain individual and team goals

Pay

Annually Forgivable Base Draw starting at $100K

Benefits

• 401k with generous matching
• 100% employer paid insurance (health, vision, dental)
• Eligibility to enroll in health savings account (HSA) flexible savings account (FSA) and more
• Paid holidays
• PTO Hours: Monday-Thursday: 8am-5pm, Friday: 8am-3pm

Schedule

Monday-Thursday: 8am-5pm, Friday: 8am-3pm

In-office Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com