Financial Advisor - Experienced in the Industry - Northern Colorado We're looking for an ambitious individual who is motivated by financial rewards to join us in their next, and ideally final, stop in the financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, tax mitigation, and much more. If you have excellent communication skills and an enthusiasm for success, we invite you to apply! Compensation consists of an Expense Allowance along with Commissions. Benefits & Perks • Competitive W-2 compensation (+ Schedule C) • Subsidized Health, Dental, and Vision insurance • 401(k) retirement plan with company match • Cash Balance Pension Plan • Paid training and ongoing development opportunity • Control of your schedule • And much more! Responsibilities: • No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target markets in our local communities. • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles. • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients. • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time. Qualifications: • Must live in the state of Colorado, Wyoming, or Nebraska (5+ years) • FINRA SIE, Series 6/7, Series 63/65/66 • Ideally, hold Life & Health Licenses • Interpersonal communication skills • Strong reputation in your community • Forward-thinking ethos • Four-year college degree preferred; High school diploma required. Compensation: $150,000+ at plan commission
• No Door-To-Door or Cold Calling! -- Our World-Class Training will establish the 17 ways in which we target markets in our local communities. • Spend time in the fact-finding analysis with existing clients and new prospects while assessing their goals and objectives in order to create tailored wealth accumulation and risk management strategies that align with clients' risk profiles. • Implement client-specific strategies and tactics proven effective in maintaining and growing existing consumer portfolios comprised of loyal, long-term clients. • Review with existing clients on an ongoing basis as their needs and priorities continue to change over time.