Investment Advisor - FINRA Licensed
virtual vocationsDenver, CO
Investment Advisor - FINRA Licensed
virtual vocationsDenver, COSenior L5
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
APPLY NOW (opens in a new tab)Guiding clients through their financial journey, the full-time remote Investment Advisor - FINRA Licensed will conduct consultations, assist with onboarding into the Wealth Solutions program, and utilize technology platforms to manage client interactions while developing into a Senior Financial Advisor role.
Key responsibilities:
Conduct financial consultations to evaluate client goals and recommend appropriate wealth management solutions
Guide clients through the onboarding process, including account opening and asset consolidation
Utilize Salesforce CRM and digital planning tools to document client interactions and manage follow-up activities
Required qualifications:
Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent experience
Active FINRA Series 7, Series 63, and Series 65 licenses, or Series 66
FINRA Fingerprinting required
State Life and Health Insurance License preferred
Prior experience in financial services or client-facing financial roles is strongly preferred
Matching similar jobs
Level
Senior L5
Location
Denver, CO
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today