Financial Advisor
Job Opportunity at LINK Recruiting Group

Posted on Jul 17

http://www.linkrecruitinggroup.com    303-984-0756

Location: Westminster, CO
Job Type: Full Time
Job ID: W4131455

LINK
Financial Advisor
 
LINK Recruiting Group, a specialized search and placement firm, is seeking a Financial Advisor for a successful Retirement Planning and Wealth Management firm in Westminster.  This is an exciting, active company to work for.  They are big on social activity for their current and perspective clients and host activities like golf tournaments, happy hours, camping trips, gun range outings, and other like events, some on a weekly basis.  The company is growing and looking for more talent to bring on board. 
 
Job Description
The following statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
 
Summary
The financial advisor position provides financial services to clients.  This successful candidate will need to combine personal skills, resources and product knowledge for the purpose of helping clients realize their financial goals. Responsible for assessing a client's circumstances and objectives, and based on those, provide individualized, highly strategic retirement/investment consulting. Access to a full range of wealth building, managing and preserving products - including mutual funds, stocks, bonds, IRAs, insurance, estate planning and many other services to offer to client base and the membership.
 
Duties and Responsibilities
  • Client Management: Analyze investment opportunities and client needs, and recommend appropriate strategies. Take complex financial information and communicate it to clients in a manner that enables them to make informed decisions.   Work closely with client services to have the required paperwork to open accounts. Build client relationships based upon developing strategies to attain their financial goals through the use of financial planning and investment management.
  • Client Acquisition: Develop and cultivate your own client base.  Work closely with clients and prospects of our company to identify opportunities for referrals. 
  • Seminars and Webinars: Prepare and deliver presentations/seminars to clients and prospects for business development and educational purposes.
  • Teamwork:  Must be able to work closely with multiple departments to achieve desired results.
 
Job Requirements
Minimum 2 years’ experience
Bachelor's Degree or equivalent
Series 7, 63 and 65, or 66, and life and health insurance
Excellent verbal and written communication
Must be willing to pursue designations, i.e.   CFP, CRPC, etc.
Must have strong relationship building skills
Must have a clean U-4
 
Compensation
Salary commensurate with experience
Base pay + Bonus
Commission begins after 1 full year of training, base pay never goes away
100% health coverage for individual
 
Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with clients and prospects.  Must comply with all industry rules and regulations.
 
LINK Recruiting Group is a specialized search and placement firm dedicated to cultivating long-term relationships with Accounting, Finance and Administrative professionals in multiple industries.  At LINK Recruiting Group we recognize the unique dynamic in matching a candidate to a company. We devote our time to identifying our client's needs and matching them with our candidate's goals. With over 20 years of recruiting experience, we know what works: gathering the facts, managing the process and delivering results.
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