Lead Financial Advisor (Salaried)

Background & Overview of Position

EverOak is a financial planning-centric company based in beautiful Colorado Springs, Colorado. We are purposefully structured to minimize all inherent conflicts of interest common in our industry to create exceptional value for our clients and feel proud of the impact we make and legacy we leave. We operate as one unified and cohesive team, always focused on seeing through our firm’s “Just Cause”:

Advancing your financial health so you can boldly pursue your purpose

We have two main business units:  70% of our business revolves around customized financial planning and investment management, and 30% is Corporate Retirement Plan fiduciary consulting work. We provide fiduciary advice and guidance on $1B in assets. While we are a mature business, we maintain a start-up type workplace environment with a deeply ingrained collaborative culture.

This role would require working closely with existing clients of the firm and eventually taking over lead-advisor duties with many of those clients. Client relationships would be transitioned gradually over a 1–2-year time period, integrating you into our processes and the ongoing unique client service model, client communication, and all aspects of the clients’ financial planning and asset management. There would be no sales expectation nor a specific requirement to cultivate new business by only prospecting for new clients. Our goal is for you to create and maintain exceptional client relationships through high-level customized financial planning. 

Qualifications

• CFP® preferred
• Series 7 & 66 preferred
• Minimum 3 years of industry experience
• Undergraduate or advanced college degree
• Strong interpersonal and communication skills
• Attention to detail Ability to be problem-solve and be self-motivated to do exceptional work
• Financial Planning experience (eMoney experience is a bonus)

Responsibilities

• Financial planning and elite client service
• Conduct plan delivery and investment/planning review meetings both in person and via videoconference
• Oversee planning projects via coordination amongst our team and outside trusted advisors
• Work toward a strong understanding of EverOak’s investment approach & philosophy  

EverOak Benefits

• Unlimited PTO (notice in advance and completing all work at an excellent-level are the only requirements)
• Monthly PTO for volunteering
• EverOak pays for licensing/certification education and maintenance costs as well as CE events
• Healthcare, dental, vision, and disability insurances
• Non-elective 401(k) contribution with all plan fees paid by EverOak
• Corporate bonus structure
• Flexible work schedule

Send resume to randy@everoakwealth.com