Indenpendence, Autonomy, Helping others, Great income potential. Life & Health + FINRA Series preferred. Send me a message or call my office and we can decide if this would be a fit.
We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our representatives will be trained and coached under our platforms and years of experience in order to become skillful and knowledgeable in the fields of financial advising, asset protection, and wealth management. Benefits include health, dental and vision insurance, 401K, profit sharing, ownership and residual income.
Responsibilities:
- Advise clients on investment strategies and other financial decisions
- Assess clients' assets, liabilities and overall financial conditions
- Prepare presentations that recommend various financial products
- Review and communicate portfolio performances to clients
- Network and build relationships with new and existing client base
Qualifications:
Characteristics: Entrepreneurial mindset, ambitious, strong social skills
- Familiarity with investment products and services
- Ability to build rapport with clients
- Strong analytical and critical thinking skills
- Excellent written and verbal communication skills
Benefits:
- Attractive compensation package with strong renewals
- Liberal commission vesting
- Production and persistency Bonus opportunity
- Subsidized medical, Dental and vision insurance plans
- The opportunity to share in the company’s mortality profits with The Profit Partnership Program
- Awards program for production and referrals
As Career Agent with Colorado Financial advisors, you'll have access to a diverse portfolio of competitive products, an attractive compensation package along with outstanding service and support that will help you take your career to the next level.
Job Types: Full-time, Commission, Internship, Training allowance
Job Types: Full-time, Internship, Commission
