-
Sr Project Management Advisor
3 weeks ago
Ulteig Englewood, United StatesThe Opportunity · The Senior Project Management Advisor is a strategic advisor who spearheads efforts to elevate project management excellence across the organization. They provide thought leadership and direction in shaping project management strategies and initiatives. By partn ...
-
Wealth Management Advisor
2 weeks ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Sr Project Management Advisor
3 weeks ago
Ulteig Engineering Services Englewood, United StatesThe Senior Project Management Advisor is a strategic advisor who spearheads efforts to elevate project management excellence across the organization. They provide thought leadership and direction in shaping project management strategies and initiativ Project Management, Managemen ...
-
Wealth Management Planner
3 weeks ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Used CAR
2 weeks ago
AutoNation Ford Littleton Littleton, United StatesOverview: AutoNation Ford Littleton is NOW HIRING an experienced Used Car Recon TechThe ideal candidate will have at least 2 years of Automotive Technician experience working with a variety of domestic, import, and luxury brands. ASE certifications a plus, but not required All ca ...
-
AutoNation Dodge Ram Broadway Littleton, United StatesOverview: AutoNation Dodge Ram Broadway is NOW HIRING an experienced Senior Service Technician. Our ideal Service Tech will jump right in, working like a pro to bring our customers' vehicles back to life and get them road ready Candidates will have previous experience working in ...
-
Tax Senior Manager, Private Client Advisors
23 hours ago
Armanino Denver, United StatesAt Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. · Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of re ...
-
Service Writer
2 weeks ago
Big O Tires Littleton/Chatfield Littleton, United StatesThe Service Writer serves as the central point-of-contact for all automotive service and repair matters. · The Service Writer's responsibility is to listen and thoroughly understand customer problems, arrange for an appropriate service/repair solution, and set/manage delivery exp ...
-
Relationship Banker Littleton CO
2 weeks ago
WELLS FARGO BANK Littleton, United States Full timeWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Automotive Service Advisor Arapahoe Hyundai
2 weeks ago
Lhmauto Englewood, United StatesAutomotive Service Advisor Arapahoe Hyundai · 9899 E Arapahoe Rd, Centennial, CO 80112, USA · Req #1435Thursday, April 25, 2024About AsburyArapahoe is part of Asbury Automotive Group (NYSE: ABG) is a Fortune 500 company and one of the largest franchised automotive retailers in ...
-
Automotive Express Service Advisor
2 weeks ago
Groove Auto Englewood, United StatesJob Description · Job Description · Are you looking to join a trusted brand that provides career growth and stability? · Groove Toyota seeks a customer-focused, results-oriented Automotive Express Customer Service Advisor to join our successful and growing teamThis position is ...
-
Audit Consultant
2 weeks ago
Stockman Kast Ryan + Co. Englewood, United StatesJob Description · Job Description · AUDIT CONSULTANTLocation: · Denver, COPay Range: · $59,000-$71,400Who We Are:At SKR+CO we work hard and play hard. Our biggest asset is YOU. With our competitive compensation, benefits, and fantastic culture, we love to have fun at work and ...
-
General Manager
3 weeks ago
InCommon Englewood, United StatesInCommon is hiring on behalf of GlobalCFO, LLC- DBA MyTaxFiler and myStartUpCFO · About the hiring company · GCFO is one of the fastest-growing companies in the outsourced finance and accounting industry and is on a mission to redefine financial management for entrepreneurial com ...
-
Senior Manager
18 hours ago
Empower Littleton, United States Full timeGrow your career with a growing organization · Whether they're helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfa ...
-
Collision Estimator
2 weeks ago
Classic Collision Englewood, United States Full timeCollision Estimator · Classic Collision is now hiring a Service Advisor for our Englewood location. Classic Collision was established in 1983 in Atlanta, Georgia with one single goal: To offer quality service to its customers with integrity and honesty. Be a part of a rapidly gr ...
-
Process Engineer
2 weeks ago
Sargent & Lundy Englewood, United States Full time - RegularDescription · Work as part of a multi-disciplinary team as the lead process engineer and/or senior technical advisor for multiple projects. · Develop the heat and material balance for new projects using process simulation tools. · Create process flow diagrams (PFD) and piping a ...
-
Executive Assistant
2 weeks ago
Red Robin Englewood, United States Full timeExecutive AssistantReporting to our Chief Executive Officer, Chief Financial Officer and our Chief of Staff, our Executive Assistant is a vital and highly visible role that ensures the efficient operation of organization and that of the Executive office. The Executive Administrat ...
-
Senior Wealth Advisor
1 day ago
Empower Littleton, United States Full timeGrow your professional path with a flourishing organization · Join a team that is committed to making a positive impact by assisting individuals in achieving their financial objectives and offering personalized wealth management strategies. Every member of our team plays a crucia ...
-
Wealth Management Planner
2 weeks ago
Wambolt & Associates Littleton, United StatesOur Firm · Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a ...
-
Executive Assistant
2 weeks ago
Equitable Advisors Greenwood Village, United StatesThe ideal candidate will provide top-level assistance for financial advisors. They should be well-organized and be comfortable scheduling meetings and responding to emails on the advisors behalf. Lastly, this individual should be able to draft documents and help the advisor with ...
Wealth Management Advisor - Littleton, United States - Wambolt & Associates
23 hours ago
Description
Our Firm
Our wealth management firm employs a multi-advisor approach to provide clients with a high level of tax, estate, and investment advisory services all under one roof. We focus on families, small business owners and individuals with complicated fiscal dynamics. We are a growing wealth management firm which is expanding our team this year by adding a Wealth Management Advisor. This is your chance to play a key role in the future success of our growing organization.
Position Overview
As a Wealth Management Advisor, you will cultivate relationships with prospective and existing clients, utilizing strong financial, analytical, and planning skills. You will meet regularly with clients, assisting them to meet their short- and long-term financial goals, analyzing financial information, designing impactful financial plans, and monitoring portfolios & planning outcomes. You must be a good listener and demonstrate a keen competency to transform problems into opportunities. You must possess a desire to work with people, as well as having excellent communication and interpersonal skills to work in this people-oriented business. You will utilize planning software, client relationship management system, and research tools to advise the clients. You are welcome to bring a book of business; support will be provided for a successful transition.
Responsibilities
Cultivate new prospective client opportunities by capitalizing on networking and referrals.
Handle all communication with client base including phone calls, emails, and meetings.
Maintain and grow existing relationships with client base focusing on providing excellent service.
Provide information/ education to clients about the purpose and details of financial products, services, and strategies.
Review investment products currently held in clients accounts, reallocate to the appropriate model to assist clients meet their financial objectives.
Promote established investment models and strategies that are suitable for our targeted clients.
Respond to client servicing needs and requirements as determined through client interaction.
Provide professional and positive service to client base.
Adhere to all company and industry supervisory guidelines and policies.
Maintain all continuing education requirements of a wealth advisor plus required training elements.
Attend firm client events.
Qualifications
Bachelor's degree
Certified Financial Planner (CFP) or Certified Financial Analyst (CFA).
Clean U-4 and U-5 history.
5 plus years of investment advisory experience.
Business development skills.
Financial planning software experience.
Excellent interpersonal & communication skills.
Extraordinary client service orientation.
A genuine interest in serving and caring for other people.
Excellent organizational and time management skills.
In exchange for your expertise, we offer a base salary, commissions potential, 401(k) plus matching, health benefits, a potential for career growth, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. For more information about our company, please visit our website
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.