Job description:

We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Our representatives will be trained and coached under our platforms and years of experience in order to become skillful and knowledgeable in the fields of financial advising, asset protection, and wealth management. 

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

Qualifications:

Characteristics: Entrepreneurial mindset, ambitious, strong social skills

• Familiarity with investment products and services
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

We have been active in the industry since December of 1990 and founded Colorado Financial Advisors based on a vision to create an independent investment firm that, as a trusted member of the community, would:

Provide clients with great service, an in-depth education and understanding regarding their investments.

Offer clients greater access to investment products and help them understand the impact of taxes, fees and market volatility during the golden years.

Examples of recent planning services provided to client families:

• Created a retirement plan for empty nest parents with ten years until retirement

• Retirement planning for a client who sold their family business

• Advised retiring clients on best ways to apply for and draw Social Security

• Performed benefits review for a client who recently changed jobs

• Helped new physician and a dentist select disability insurance plan

• Created a step by step plan for a client to plan for their children to attend college

• Helped young professionals establish retirement plans and set three year financial goals and budget

• Reviewed and advised client on their Long term care options

• Designed an extended care plan for a widow who did not want to be a burden on her children

• Provided an insurance analysis to newlyweds allowing them to properly protect their lifestyle and help them with their mortgage options 

• Discussed and educated a client on a business buy / sell agreement 

• Solved a new client’s retirement income cash flow crisis by reallocating assets

As an Agent with Colorado Financial advisors, you'll have access to a diverse portfolio of competitive products, an attractive compensation package along with outstanding service and support that will help you take your career to the next level.Specialties:

Retirement Planning, Fee Based Planning (Plan for fee), Financial Planning, Investment Planning, Social Security Planning, Pension Planning, Income Planning, Tax Efficiency Planning, Insurance Planning, Small Business Succession Planning, Retirement Plan Services , Mortgage Loan Originator NMLS 1698629