Colorado Financial Advisors is seeking a dedicated and client-focused Financial Advisor to join our growing team in Greenwood Village, CO. Since 1990, we've been committed to providing exceptional financial guidance and building long-term relationships with our clients.
About Colorado Financial Advisors:
We are an independent investment firm with a strong vision:
- To provide clients with outstanding service and comprehensive education on their investments.
- To offer clients greater access to investment products and help them understand the impact of taxes, fees, and market volatility, especially during their "golden years."
We specialize in:
- Retirement Planning
- Financial Planning
- Investment Planning
- Tax Efficiency Planning
Securities are offered through The O.N. Equity Sales Company, and investment advisory services are provided through O.N. Investment Management Company.
What You'll Do:
As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals. Your responsibilities will include:
- Providing personalized financial advice and ongoing support.
- Developing and implementing comprehensive retirement plans.
- Managing and optimizing investment portfolios.
- Analyzing clients' financial information and recommending suitable financial products.
- Conducting financial planning sessions and educating clients about investment opportunities and risk management.
- Assisting clients with tax planning strategies.
Here are some examples of the planning services our advisors provide:
- Creating retirement plans for various client scenarios (empty nesters, business owners, etc.).
- Advising on Social Security strategies and long-term care options.
- Providing insurance analysis and guidance.
- Developing financial plans and budgets for young professionals.
- Assisting with business buy/sell agreements.
What We're Looking For:
- Strong skills in Financial Planning and Finance.
- Proven experience in Retirement Planning and Investments.
- Proficiency in Financial Advisory practices.
- Excellent analytical and problem-solving abilities.
- Exceptional interpersonal and communication skills.
- A Bachelor's degree in Finance, Economics, or a related field.
- Ability to work both independently and collaboratively.
- Experience in client relationship management.
Nice to Have:
- CFP or CFA certifications.
Why Join Colorado Financial Advisors:
- Access to a diverse portfolio of competitive products.
- Attractive compensation package.
- Outstanding service and support to help you take your career to the next level.
(Note: Prior sales experience is not necessary, but you will be required to obtain all licenses necessary and attend sales and industry training.)
If you are passionate about helping others achieve financial success and thrive in a dynamic environment, we encourage you to apply.