Lead Advisor
- Employer
- Stordahl Capital Management
- Location
- Greenwood Village, Colorado
- Salary
- Competitive Salary plus generous benefits package including 401k/Profit Sharing and health insurance
- Closing date
- Feb 27, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
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Job Details
We are currently seeking a Lead Advisor to join our firm located in Greenwood Village, Colorado. This is a great opportunity to immediately become an integral member of our advising team. In our organization, the Lead Advisor is client facing, is supported by an Associate Advisor, and works directly with a Senior Advisor on all matters pertaining to the financial planning and investment management of the firm's clients.
The following duties are generally representative of the nature and level of work:
- Work with the Senior Advisor in the development and evaluation of all client financial planning strategies
- Create the financial plan and investment strategies for current and prospective clients.
- Attend all client meetings.
- Responsible for client relationships and the development of new ones.
- Assist in the execution of client recommendations.
- Gain experience, education, and enhance skill level working to become a Senior Advisor.
- Assist the Associate Advisor in their development.
- Perform research in areas of investments, income tax planning, estate planning, employee benefits, recent regulation, and financial markets.
Company
Stordahl Capital Management is a fee-only RIA located in Denver, Colorado. The firm employs a life centered approach to the financial planning process creating an integrated wealth management solution focused entirely on providing the very best client experience and client outcomes possible. The firm's process melds extensive financial analysis, planning, evidence-based investment strategies, and exceptional service and communication into a comprehensive wealth management solution delivered on an individual basis. We are interested in motivated, career-minded individuals seeking to grow with our firm who share our unwavering commitment to professionalism and our client's best interest.
Stordahl Capital Management, Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Stordahl Capital Management, Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Stordahl Capital Management, Inc unless a client service agreement is in place.
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