Financial Advisor

We are always searching for experienced Financial Advisors who fit our culture. Advisors seeking independence while maintaining a robust support structure would benefit from a conversation with us. We provide a team environment that allows you to supercharge your career by allowing you to focus exclusively on serving your clients. We take on the practice management, administrative, and asset management tasks and free you to focus on serving your current clients and making new connections. A fit based on culture and values is a must so please visit our about us (link) page to learn more about our values as a firm.


Desired Skills and Experience

  • Must have the CFP® designation or have completed the education and exam requirements
  • 3+ years in direct and successful client advisory service
  • BA, BS or higher degree
  • Securities licenses (Series 7 or 66)
  • Personal integrity and a commitment to your clients
  • The ability to work well in a team environment and delegate tasks

Wealth Managment Coordinator

We are always searching for experienced Wealth Management Coordinators to join our team. Wealth Management Coordinators are an integral component of our direct client service teams and work with our advisors and portfolio managers on all elements of our service to clients. WMCs work with advisors to build financial plans and models, implement recommendations, respond to client communications and address client needs. A fit based on culture and values is a must so please visit our about us (link) page to learn more about our values as a firm.


Desired Skills and Experience

  • 2+ years in a financial planning or wealth management practice
  • BA, BS or higher degree
  • Securities licenses (Series 7 or 66)
  • The Registered Paraplanner designation or a willingness to obtain it is a requirement, industry designations such as CFP, ChFC, CLU, are a plus
  • The ability to work well in a team environment

 

Marketing Assistant 

We are looking for a marketing assistant to assist our growing wealth management firm in Colorado. This position will evolve into a permanent position within 6 months. We are seeking a great fit who truly fits our values and culture and who is looking to find a long-term position.

Our values include:

Integrity: Being a company and team of integrity who is always forthright and honest.

Independence: We believe that being independent allows us to be innovative and deliver the best service to our clients, free from constraints of larger organizations.

Collaboration: We function as one large team and all team members embrace working together to serve our clients.

Authentic: Being true to yourself as a person and true to ourselves as a firm.

Expert: Seeking to always be the most knowledgeable as individuals and as a team.

 

The primary duties of this position are a combination of administrative, marketing, advertising, social media, and database management. You will be supporting our President who leads the team in strategic direction in order to increase and develop our brand awareness in the Denver market.

 

Desired Skills and Experience

  • A focus on building YOUR marketing program, there are no sacred cows with our current approach so being able to think strategically and a desire to build YOUR approach is key.
  • Help build our brand, includes creating marketing campaigns, building awareness and growing our community on social media and through our web presence, producing new materials, and scheduling and conducting events.
  • Currently pursuing or holding a degree in marketing or a related field

Requirements

  • Ultimate proficiency with technology: Hubspot, Google Applications, Microsoft Office, Email Marketing, Social Media, Salesforce.
  • Excellent verbal and written communication skills
  • Basic business administration skills
  • Attention to detail
  • Sense of urgency
  • Take direction well while being able to solve problems independently and creatively
  • Ability to organize, monitor, and track numerous ongoing projects and initiatives

     

This position is approximately 20 hours per week, but has the ability to increase over the first year. Please do not call to inquire about the position. Simply complete a personality assessment at https://www.16personalities.com/ and attach your PDF results to your email along with your response to the following question: "What is a truly great brand that speaks to you and why?"