What are the responsibilities and job description for the Lead Financial Advisor - Loveland, CO position at Advisor Talent Solutions?
Position: Lead Financial Advisor
Firm: Layman Lewis Financial Group
Location: Loveland, CO
Overview:
At Layman Lewis Financial Group, we believe exceptional client experiences do not happen by accident. They are created through precision, proactive service, meaningful relationships, and a commitment to excellence.
As our firm continues to grow, we are seeking a Lead Financial Advisor who thrives on building relationships and helping prospects make confident financial decisions. You'll meet with qualified prospects generated by our marketing team, uncover what matters most to them, communicate the value of our planning process, and guide them through becoming a client.
You won't initially be expected to build complex financial plans or perform detailed investment analysis. Instead, you'll focus on what you do best—creating trust, delivering an exceptional client experience, and confidently closing new business.
You won't initially be expected to build complex financial plans or perform detailed investment analysis. Instead, you'll focus on what you do best—creating trust, delivering an exceptional client experience, and confidently closing new business.
What You’ll Do:
- Build meaningful relationships with qualified prospective clients and earn their trust.
- Lead consultative conversations that uncover each client's goals, concerns, and priorities.
- Clearly communicate the firm's philosophy, planning process, and recommendations in a way that inspires confidence.
- Guide prospective clients through the decision-making process and confidently ask for their business.
- Address questions and objections with professionalism and empathy.
- Deliver an exceptional client experience from the first meeting through onboarding.
- Prepare and review client paperwork and ensure all documentation is completed accurately and promptly.
- Collaborate with internal teams to ensure a seamless client experience.
- Meet or exceed individual and firm sales goals.
What We’re Looking For:
- 1 years of financial industry sales, wealth management, relationship management, or consultative sales experience
- Series 65 (or 63/66 or willingness to obtain)
- Colorado Life and Health License
- A proven ability to build trust and develop lasting client relationships
- Exceptional listening, communication, and presentation skills
- Confidence leading conversations that help clients make important financial decisions
- Motivated by helping people while achieving meaningful sales results
- Professional presence with a high degree of emotional intelligence
- Highly organized, self-driven, coachable, and collaborative
What You’ll Get:
Pay & Perks:
- $100k/year base salary bonus potential
- 401(k) with company match
- Medical insurance
- Dental insurance
- Vision insurance
- Paid Time Off
- Firm supports continuous learning and development
- Summer hours
Schedule:
- In office: Monday – Friday, 9am-5pm
- Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Salary : $100,000