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Location

Littleton, CO | United States

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Job description

We are dedicated to making a positive impact on the lives of the individuals we serve. Whether it's assisting them in achieving their long-term financial aspirations or providing personalized wealth management strategies, each member of our team plays a vital role in this mission. We pride ourselves on fostering a friendly, inclusive work environment where every individual has the freedom to support causes that matter to them. Your journey toward a fulfilling career starts here.

Position Overview:

You will collaborate with individual consumers to craft and execute plans aimed at achieving their financial objectives and consolidating assets. Utilizing your licensing, certifications, and cutting-edge financial tools, you will develop a deep understanding of our customers' needs and offer tailored solutions to enhance their financial well-being.

Key Responsibilities:

Build strong relationships with customers by attentively addressing their needs while maximizing the benefits products and services.
Schedule appointments to identify opportunities for outside asset consolidation, successfully close on identified opportunities, and seamlessly facilitate the onboarding of external assets.
Demonstrate comprehensive knowledge of goal-based planning by presenting solutions for various savings goals, including education planning, retirement planning, and other intermediate to long-term objectives.
Utilize conversation model and interactive planning tools to identify participant needs and deliver appropriate next steps.
Efficiently manage your time and pipeline to prioritize tasks based on customer needs and the potential for expanding relationships.
Document conversations and follow up with clients using SalesForce CRM, ensuring effective communication throughout the account consolidation process.
Collaborate with relationship management and advisory teams to prioritize appointments for outside asset consolidation and seamlessly transition responsibilities once assets are secured.
Achieve bi-monthly sales and conversation targets to earn incentive compensation.
Perform other duties as assigned, including attending staff meetings, participating in product seminars/training, and ensuring compliance with federal and state securities and insurance regulations.
Requirements:

Bachelor's degree or equivalent combination of education and professional work experience.
3+ years of experience in the financial industry with a track record of sales success.
Excellent listening, verbal, and presentation skills.
In-depth understanding of retail investment vehicles and qualified retirement plans.
FINRA Series 7, 63, and 65 registrations, with fingerprinting required.
Preferred Qualifications:

Passion for assisting mass-affluent customers in structuring and achieving intermediate to long-term savings goals.
Self-motivated individual with the drive to excel in a fast-paced, senior sales environment.
Eagerness to learn and implement new financial tools, computer systems, and conversation expectations.
Team-oriented and customer-centric mentality to uphold and enhance culture and values.
Strong organizational and interpersonal skills with a working knowledge of retirement plans.
What We Offer:

We value diversity and inclusion and offer a range of benefits to support our employees' well-being and professional growth, regardless of where they are in their careers:

Medical, dental, vision, and life insurance
Generous retirement savings plan with company matching contributions
Tuition reimbursement program
Business-casual work environment
Generous paid time off, including holidays and volunteer time
Leave of absence programs, including paid parental leave and disability leave
Salary Range:

$60,000.00 - $75,000.00 (Base Salary)

Please note that the actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and individual performance.

We are proud to be an equal opportunity employer and maintains a drug-free workplace. We welcome applicants of all backgrounds and characteristics to apply. All qualified candidates will receive consideration for employment without regard to age, race, color, national origin, gender, gender identity, sexual orientation, disability, veteran status, or any other protected status under applicable laws.

Note for Remote Positions:

For remote and hybrid positions, candidates must have reliable high-speed internet and a suitable workspace at home. Necessary computer equipment will be provided, and candidates may be required to work in the office if their home environment is not adequate or lacks the required internet connection.
Employment Type: Full-Time
Salary: $ 60,000.00 75,000.00 Per Year

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