-
Financial Advisor
1 week 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 ...
-
Financial Advisor
3 days 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 ...
-
Financial Advisor
2 weeks 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 ...
-
Financial Advisor
2 days ago
Horizon Dynamics Dupont City, United StatesWith nearly nine million customers and a steady growth trajectory, R+V is one of the largest insurers in Germany for private and corporate clients, and the specialist for insurance and retirement planning. · Join a community where collaboration is valued - and has been for 100 ye ...
-
Financial Advisor
1 week ago
Prudential Financial Denver, United StatesExplore a career as a FINANCIAL PROFESSIONAL · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an opening for a highly motivated analytical individual to join us in our Colorado firm. In general, the entrepreneu ...
-
Financial Advisor
1 week ago
Harrison Gray Search & Consulting Denver, United StatesJob Description · Job DescriptionHarrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financial g ...
-
Financial Advisor
3 weeks ago
Gaia Wealth Management Denver, United StatesGaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidat ...
-
Financial Advisor
3 weeks ago
Harrison Gray Search & Consulting Denver, United StatesJob Description · Job Description · Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financ ...
-
Financial Advisor
3 weeks ago
Harrison Gray Search and Consulting LLC Denver, United StatesHarrison Gray has partnered with one of Colorado's growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their client's financial goals and work closely with the ...
-
Financial Advisor
3 weeks ago
Wealth Enhancement Group Denver, United StatesAbout Wealth Enhancement Group · Wealth Enhancement Group is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi ...
-
Financial Advisor
3 weeks ago
Northern Trust Denver, United StatesNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. · Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, famil ...
-
Financial Advisor
1 week ago
Harrison Gray Search & Consulting Denver, United StatesJob Description · Job Description · Harrison Gray has partnered with one of Colorados growing Private Wealth Management firms. They specialize in fee-based discretionary asset management for individuals and families. This firm customizes portfolios based on their clients financ ...
-
Financial Advisor
3 weeks ago
Rival Sourcing LLC Denver, United StatesPrivate Wealth Advisor · As an Advisor, You Are Expected To · •Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience · • ...
-
Senior Financial Advisor
2 days 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 ...
-
Senior Financial Advisor
1 week 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 ...
-
Senior Financial Advisor
1 week 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 ...
-
Financial Advisor
14 hours ago
Corebridge Financial Denver, United States Full timeWe're passionate about excellence. · Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, highe ...
-
Financial Advisor
1 day ago
Capstone Colorado - a MassMutual firm Denver, United StatesWork with a business partner who is eager to be on the leading edge · Youve spent a good portion of your career building the practice you envisioned. You · also know that the next step of your journey would benefit from a bold, forward-thinking · partner. We respect your exper ...
-
Financial Advisor
1 week ago
Northern Trust Denver, United StatesNorthern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families ...
-
Financial Advisor
1 week ago
LPL Financial Denver, United States Full timeFinancial Advisor – MidwestOne Bank · Your career path should lead to real opportunity · LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at MidwestOne Bank in Denver, CO would allow you to join the Inv ...
Financial Advisor - Denver, United States - Gaia Wealth Management
Description
Gaia Wealth Management is actively seeking a unicorn of a Financial Advisor to join our growing team. Our boutique wealth management firm is comprised of two fun, dedicated and compassionate people who care deeply about our clients and their financial lives. A successful candidate must embody our values of treating all people with respect, integrity, and delight.
Responsibilities & Activities:
· Provide delightful service to current and potential clients through meetings, communication, and account support
· Develop and maintain client relationships by understanding their financial needs and objectives Actively build and support the growth of the business
· Prepare for client appointments and provide proactive follow-up accordingly
· Conduct securities-related transactions and help steward client's wealth
· Attend and actively participate in client events and activities
· Continue and maintain up-to-date knowledge and training on all programs used for financial planning and research
· Build trust and foster relationships
Knowledge, Skills & Abilities:
· 2+ years of experience as a Financial Advisor or similar role
· Series 7, 66, Life and Health licenses required
· Bachelor's Degree desired but not required
· CFP, CFA designations desired but not required
· Familiarity with wills, trusts, and estate law
· Exceptional attention to detail
· Excellent attitude and demonstrates a team player mindset
· Excellent organizational and time management skills
· An ability to manage and organize multiple tasks
· Excellent communication (oral and written), interpersonal, and presentation skills
· Proficient with financial planning software and tools
Benefits include:
· Annual and Quarterly Bonus
· Flexible Schedule
· 401k plan with 4% match and profit sharing
· Nespresso for Life
If you are a dedicated professional who enjoys helping individuals achieve their financial goals, looking to grow in a non-corporate environment, we would love to hear from you. Send an email to Julia at Gaia Wealth Management with your cover letter and resume to join our team as a Financial Advisor.