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 10, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

Lead Advisor

We seek a Lead Advisor to join our firm in Denver, Colorado. This is a unique opportunity to immediately become an integral member of our advising team. Our Lead Advisors are client facing, are supported by an Associate Advisor, and work on all matters pertaining to the financial planning and investment management of the firm's clients.

Duties and Responsibilities

The following duties generally represent the nature and level of work assigned:

  • Work with the Senior Advisor in developing and evaluating client financial planning strategies
  • Manage existing client relationships and develop new ones
  • Create financial plans and investment strategies for current and prospective clients
  • Attend all client meetings
  • Assist in executing client recommendations
  • Mentor the Associate Advisor in their development as a future Lead Advisor
  • Perform research in investments, income tax planning, estate planning, employee benefits, recent regulation, and financial markets

The Lead Advisor will gain experience and education and enhance their skill level in all areas of financial planning and investment management while working to become a Senior Advisor.

Requirements, Experience, Education, Competencies, & Professional Skill

  • At least 2 years of Lead Advisor experience
  • Bachelor's degree in business or economics (preferred) with a strong academic record
  • CFP® designation
  • Robust quantitative skills
  • Strong attention to detail and accuracy
  • Excellent PC skills with a high level of proficiency in Excel
  • Strong interpersonal, verbal, and written communication skills
  • Strong background in tax planning preferred
  • Ability to work independently and within strict deadlines while managing multiple priorities and open projects
  • The ability to take a life-centered approach to financial planning
  • Caring and concerned nature
  • Excellent listener

SCM offers a strong compensation package, a robust 401(k) and profit-sharing plan, health insurance, and other related benefits.

Stordahl Capital Management, Inc is a Registered Investment Adviser. This brochure is solely for informational purposes. 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.

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.
Find Us
Telephone
3037268944
Location
8400 East Crescent Parkway
Suite 420
Greenwood Village
CO
80111
US

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