3 Wealth Management Advisor Jobs in Colorado Springs, CO
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Financial Independence Group Inc is Hiring a Wealth Management Advisor Near Colorado Springs, CO
Description
A boutique Financial Planning Firm is in search of a Wealth Advisor/Relationship Management Advisor to join their team.
YOUR ROLE:
As part of the advisory and planning team, you will lead the development and delivery of customized financial solutions to your assigned clients. In this highly successful relationship management model, the Principal Partners drive the marketing and identification of new clients. The Wealth Management Advisor manages the individual client relationship(s) by creating effective financial plans and client communication strategies.
HOW YOU WILL MAKE AN IMPACT:
- Prepare comprehensive plan packages to share with clients on investment strategies and other financial decisions
- Aid in the assessment of clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial solutions
- Review and update financial plans; communicate updates to clients during annual meetings
- Network and build relationships with new and existing client base
- Maintain and/or implement an active role in our markets and communities
- Create strategies and portfolio forecasts using a variety of tools including, but not limited to advanced MS Excel models
TRAINING & DEVELOPMENT:
- One-on-one training from seasoned Leaders in the financial planning industry
- A comprehensive, training program that includes financial planning, client service, and regulatory compliance
Requirements
- 3 years of experience as a financial advisor, wealth counselor, Investment Advisor Representative (IAR), etc. – Required
- Proven experience with acute accountability for an investment client’s best interest
- Experience with financial planning software
- Experience with detail note taking and recording
- CFP-REQUIRED
Job Summary
Full Time
Investment Management
07/03/2022
10/24/2022
figmarketing.com
SAN ANTONIO, TX
25 - 50
1976
Private
JAMES HIRD
$5M - $10M
Investment Management
Related Companies
The job skills required for Wealth Management Advisor include Wealth Management, Planning, Client Service, Presentation, Financial Planning, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Management Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Management Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.
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