Lead Financial Advisor Loveland, CO

• Build meaningful relationships with qualified prospective clients and earn their trust.
• Lead consultative conversations that uncover each clients goals concerns and priorities.
• Clearly communicate the firms 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.

• 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

• $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

• In office: Monday Friday 9am-5pm
• Some evenings required for client events

Required Experience:

Unclear Seniority