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    Financial Advisor - Denver, United States - Gaia Wealth Management

    Gaia Wealth Management
    Gaia Wealth Management Denver, United States

    4 weeks ago

    Default job background
    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 clients 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

    Bachelors 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.


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