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Associate Advisor

Colorado Springs, CO 80921

Posted: 04/13/2023 Employment Type: Permanent Category: Wealth Management Job Number: 17954 Pay Range: $50,000 - $80,000 DOE

Job Description

A trusted and highly-rated financial services company that specializes in traditional investment management, financial planning and non-traditional or alternative asset space is seeking an Associate Advisor to join their team in Colorado Springs, CO. The Associate Advisor will be responsible for client meetings, interacting with clients, and working on retirement plans. 

The work atmosphere has a Midwest vibe where everyone is extremely friendly, supportive and operates like a team.  The company is very involved with the community where they put a lot of value on helping with charities.  They are looking for someone who can build deep relationships with clients and is willing to grow with the firm, as there is opportunity to grow into a Senior Advisor role to manage your own clients.  Recent college graduates or motivated finance professionals who are looking to take their career to the next level are highly encouraged to apply!

Pay Range: $50,000 - $80,000 DOE

  • Support Senior Advisors in client meetings and take notes
  • Perform financial planning using MoneyGuide pro and present plans to Senior Advisors
  • Manage client accounts and relationships
  • Work with our support team to provide the best client service
  • Be a team player and contribute to our positive culture

  • 2-5 years of experience in financial services
  • Bachelor's degree preferred
  • CFP or CIMA designation preferred or working towards it
  • Comfortable working in a fast-paced environment
  • Strong interpersonal skills and ability to communicate with clients effectively
  • Attention to detail and ability to multitask

  • Medical, Dental and Vision insurance options
  • Life Insurance
  • Disability Insurance
  • 401k with 5% match
  • Bonus potential

If you are passionate about finance and want to have a positive impact on your community, apply to work as a Junior Advisor for this amazing company now!

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