Financial Advisor - Durango
On-siteDurango, Colorado, United States
EXPIREDDurango, Colorado, United StatesOn-siteFull TimeBachelors DegreeSmall
Full TimeBachelors DegreeSmall
Job Summary
Assist current firm clients with financial planning and investment needs while developing clientele and marketing strategies to grow the firm. Apply financial planning and investing concepts with detail-oriented communication skills to support wealth management goals. This onsite role supports Monday-Friday 8a-5p hours with limited client-requested travel.
Required Qualifications
- Bachelor's degree in finance, business administration, or a related business field
- Experience in a financial advisor or related position
- Series 66 or Series 65 licensure
- General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM
- Excellent personal skills when dealing with clients of all ages and from all walks of life
- Understanding of financial planning and investing concepts
- Detail-oriented mindset
- Professional demeanor
- Excellent written and verbal communication skills
- Monday-Friday 8a-5p schedule availability
- Onsite role availability
Desired Qualifications
- Ability to develop clientele and future marketing strategies
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