Is there a job opening for a Associate Advisor - Catalyst Retirement Advisors in Denver, CO, USA?

Kestra Financial Independent Advisor is currently hiring a Associate Advisor - Catalyst Retirement Advisors in Denver, CO, USA.

Does Kestra Financial Independent Advisor hire Associate Advisor - Catalyst Retirement Advisors?

Kestra Financial Independent Advisor looking to hire a qualified Associate Advisor - Catalyst Retirement Advisors in Denver, CO, USA.

What is the salary for a Associate Advisor - Catalyst Retirement Advisors at Kestra Financial Independent Advisor?

The salary for a Associate Advisor - Catalyst Retirement Advisors at Kestra Financial Independent Advisor may vary based on factors like experience, location, and responsibilities. The average base salary for this role Associate Advisor - Catalyst Retirement Advisors is $ 70,000 - $ 90,000 / Annual Salary. Additionally, you can learn more about the company by visiting their profile at Kestra Financial Independent Advisor .

What is the average salary for a Associate Advisor - Catalyst Retirement Advisors in Denver, CO, USA?

The average salary for a Associate Advisor - Catalyst Retirement Advisors in Denver, CO, USA typically ranges from $ 70,000 - $ 90,000 / Annual Salary depending on experience, education, and the company.

Top

Associate Advisor - Catalyst Retirement Advisors

Denver, CO, USA

166 Days ago

Save Job Quick Apply

Job Description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
Actively participate in the development and implementation of financial plans.
Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
Research and analyze investment opportunities, provide market insights to advisors and clients.
Build and maintain strong relationships with clients and act as a point of contact.
Monitor and review client accounts, ensure that they are aligned with their financial objectives.
Stay up-to-date on industry trends and best practices and share this knowledge with the team.

Requirements

Bachelor's degree in finance, business, or a re.lated field.
Desire to earn CFP designation in 2-3 years
A minimum of 2 years of experience in the financial services industry.
Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
Strong knowledge of financial products, markets, and procedures.
Excellent communication and interpersonal skills.
Detail-oriented and able to multi-task in a fast-paced environment.
A passion for helping clients achieve their financial goals.

Benefits

Base salary ($70,000-$90,000 depending on experience) with bonus
Retirement plan with company match
Unlimited vacation
Health insurance offered
Disability coverage
Educational allowance for pursuing CFP designation

Job Overview

Job Function: Banking / Finance

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Associate

Salary: $70,000 - $90,000 / Annual Salary

Experience: 0 - yrs

Contact Information

Company Name: Kestra Financial Independent Advisor

Recruiting People: HR Department

Website: https://www.facebook.com

Location

Important Fraud Alert:
Beware of imposters. elsejob.com does not guarantee job offers or interviews in exchange for payment. Any requests for money under the guise of registration fees, refundable deposits, or similar claims are fraudulent. Please stay vigilant and report suspicious activity.