Financial Planner - Client Service

Employer
Colorado Wealth Group
Location
Denver, Colorado
Salary
Salary of $60,000 - $80,000 with opportunity for Bonus (open for discussion)
Closing date
Mar 6, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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About Colorado Wealth Group: 

Colorado Wealth Group is a fee based, full service financial planning and wealth management firm located in Denver, Colorado. At Colorado Wealth Group, we provide peace of mind through personalized financial planning. With our refined Financial Planning process as the backbone of our business, we assist clients with all aspects of their planning needs: investment management, insurance planning, and tax mitigation as examples. Colorado Wealth Group is equipped with the best-in-class technology, fully integrated staffing support, and a collaborative culture ready to support you. Partners, Steven Harp and Jacob Ray, created Colorado Wealth Group as a home for like-minded professionals to provide world-class service to their clients in a relaxed atmosphere.  

Responsibilities include but are not limited to: 

  • Build relationships through strong interpersonal skills with assigned clients 
  • Conduct virtual or in-person meetings with current CWG clients and new leads provided by the firm 
  • Assist clients through CWG’s Financial Planning Process 
  • Formulate Financial Planning strategies for clients through retirement planning, investing, savings/cash flow strategy, education planning, and risk management. 
  • Generate deliverables and prep for client meetings 
  • Advise clients on investment strategies and other financial decisions 
  • Analyze client data and assess clients’ overall financial conditions 
  • Review and communicate portfolio performances to clients 
  • Oversee and grow our subscription based financial service 
  • Ability to juggle multiple projects with great attention to detail 
  • Serve as a fiduciary 
  • Assist with data collection and input into eMoney 
  • Effectively coordinate with our Operations Team on client-related matters 

Desired Skills & Experience 

  • CFP® Professional or Series 65 or 66 licensed  
  • Life & Health license (can be obtained after hire) 
  • eMoney experience preferred 
  • Familiarity with investment products and services 
  • Ability to build rapport with clients 
  • Strong analytical and critical thinking skills 
  • Excellent written and verbal communication skill 
  • Track record of exceeding expectations of assigned goals and targets 
  • Ability to problem solve 
  • Must possess a clean U4 record and be able to pass a background check 
  • Strong interpersonal skills, team-oriented, and collaborative 
  • Willing to work in office most of the time with option for occasional remote work 
  • Mac knowledge and experience preferred 

Tasks you will not be doing: 

  • Acting as a personal assistant to another advisor 
  • Cold Calling or Prospecting for new business 
  • Investment Research 
  • Investment or Insurance Paperwork 
  • Executing service requests from clients 

Compensation and Benefits: 

  • Salary of $60,000-$70,000 with opportunity for bonus (open for discussion) 
  • Medical, dental, vision, and life insurance 
  • Employer paid long-term and short-term disability  
  • Retirement savings- 401(k) plan after 1 year with company matching up to 4% 
  • Annual continuing education credit 
  • No “suit & tie” environment 
  • Flexible time-off policy 
  • Fridays off in the summer 
  • Work-life balance with emphasis on family  
  • Collaboration with other expert advisors and team members at the firm 

How to Apply:  

Send an email to info@coloradowealthgroup.com with the subject line “CWG Advisor Application”. Include a PDF of your resume as well as a short video of why you are interested in this position. Video should not be corporate or rigid but should instead be yourself and show your personality. To learn more about Colorado Wealth Group, please visit our website www.coloradowealthgroup.com. We look forward to meeting you!  

 

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