We are an established independent Registered Investment Advisor office that has grown significantly with no cold calling and we are seeking a financial advisor to join our team. This advisor will formulate and deliver personalized investment solutions to help clients work toward their long term financial goals and plan for distribution during retirement. Our home office is in Fort Collins Colorado but we are looking to expand to other locations both in and out of state. This position would also be ideal for a seasoned advisor who is looking for a succession plan but might want to work for a few more years.
Advise clients on investment strategies and other financial decisions.
Assess clients' assets, liabilities, and overall financial condition.
Prepare presentations that recommend various financial products including our proprietary portfolios when appropriate.
Review and communicate portfolio performances to clients
Network and build relationships with new and existing client base
A series 65 or 66
Familiarity with investment products and services
Ability to build rapport with clients
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
Good work ethic and a team player
Ability to work independently
Previous experience as an investment advisor, banker, or work in other financial field or someone just graduating from college with a related degree.