Wealth Advisor- Littleton, CO

About the role

The Wealth Advisor position is the backbone of the practice. This position is an integral part of ensuring every aspect of the client experience exceeds expectations.

Responsibilities

• Demonstrate exceptional active listening skills while providing education to clients during Discovery and Clarification meetings
• Understand Bucketing, Investment and Tax Strategies utilized
• Demonstrate proficiency and adaptability to technology, proficient in CRM and Financial Planning software and ability to stay current on new tools available
• Skillfully navigate hard/emotional client conversations
• Communicate relatable life and client experiences
• Handle largest, most complex and demanding clients
• Proactive approach to client needs
• Develop Crucial Conversation and Active Listening skills
• Empathetic and genuine care for clients, their families and circumstances
• Knowledgeable and effective with complex client situations
• Unrelenting determination to do what’s best for client
• Business Development skills
• Actively source new opportunities and build client base
• Leverage new opportunities from existing client book
• Create/Sustain a plan for business development, working with our team on new ways to engage communities we serve and expand our reach
• Ability and willingness to teach and present
• Mentor to Associate Wealth Advisors, Client Service Associates and rest of team

Requirements

• 3 to 5+ years investment advisory experience
• CFP or CFA preferred
• Active Series 65 or 66 license
• Bachelor’s Degree in Finance or related field, preferred

Qualifications

• Excellent interpersonal, communication, and prioritization skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• Ability to be present and on time for client meetings
• Self-motivation and a desire for growth

Skills

• Strong leadership skills
• Proficiency in technology and financial planning

Benefits

• Base pay ranging from $60,000.00/year to $125,000.00/year
• Extremely competitive Incentive Comp/Wealth Advisor compensation structure
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs