Associate Advisor - Catalyst Retirement Advisors

Kestra Financial•Denver, CO

About The Position

Catalyst Retirement Advisors is seeking an Associate Advisor to join a team focused on providing comprehensive financial services and helping clients achieve their financial objectives. The Associate Advisor will work alongside an experienced financial advisor, participate in client meetings, and gain hands-on experience creating and implementing financial plans.

Requirements

Bachelor’s degree in finance, business, or a related field.
Desire to earn the CFP designation within 2–3 years.
At least 2 years of experience in the financial services industry.
Strong knowledge of financial products, markets, and procedures.
Excellent communication and interpersonal skills.
Detail-oriented and able to multitask in a fast-paced environment.
Passion for helping clients achieve their financial goals.

Nice To Haves

Series 7, 63, and/or 65 licenses, or the ability to obtain them within 90 days of hire.

Responsibilities

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