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Associate Wealth Management Advisor

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Fortune 500 Financial Company

2021-12-03 07:32:09

Job location Denver, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Firm Description: Successful wealth management advisor associated with a Fortune 500 company providing financial security for over 150 years. My practice shares a team philosophy and offers flexibility and opportunities for growth.

Qualifications: Understanding of investment markets and trades with the ability to process personal securities transactions. Strong critical thinking, financial analysis and problem-solving skills required. Strong organizational, written and verbal negotiation and communication skills are essential. Ability to adapt to change and work in a fast-paced environment. A Series 7 license is required, and one must be willing to obtain insurance licensing. Three years in securities industry with experience in advisory programs required. Bachelor's degree is preferred. Background check is required.

Job Description: Act on behalf of the employing wealth management advisor to develop and prepare needs-based analysis or financial plans, recommend fund portfolio options and communicate with clients on advisory-related services and products. Monitor industry trends. Specific duties include proposal and case preparation, processing accounts and advisory client meetings.

Job Type: Full-time

Pay: $70,000.00 per year

Benefits:

  • Dental insurance
  • Health insurance
  • Paid time off

Schedule:

  • 8 hour shift
  • Monday to Friday

Supplemental Pay:

  • Bonus pay

Education:

  • Bachelor's (Preferred)

Experience:

  • Financial Concepts: 1 year (Preferred)

License/Certification:

  • Series 63 (Preferred)
  • Series 7 (Required)

Work Location:

  • Multiple locations

This Job Is Ideal for Someone Who Is:

  • Dependable -- more reliable than spontaneous
  • Adaptable/flexible -- enjoys doing work that requires frequent shifts in direction
  • Detail-oriented -- would rather focus on the details of work than the bigger picture
  • Achievement-oriented -- enjoys taking on challenges, even if they might fail
  • High stress tolerance -- thrives in a high-pressure environment

Benefit Conditions:

  • Waiting period may apply

Work Remotely:

  • Temporarily due to COVID-19

COVID-19 Precaution(s):

  • Remote interview process
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

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