Financial Advisor

RFG Advisory LLC • Centennial, CO

18d • $96,000 • Onsite

About The Position

Our partner, DesignWealth, a growing advisory firm in the Denver area, is seeking a collaborative, growth-oriented Financial Advisor who is passionate about building long-term client relationships and motivated by a career path with meaningful earning potential. This role is ideal for someone who values both client impact and long-term growth, and who is energized by a compensation model that rewards relationship building, business development, and sustained client outcomes.

The ideal candidate is a motivated Advisor that is energized by building relationships, comfortable having growth conversations, and excited by a compensation model that rewards long-term client outcomes—not just short-term transactions. Advisors who succeed here value mentorship, collaboration, and a clear path to increased earnings through performance-based commissions and client growth.

This is an on-site role in Englewood, CO.

Requirements

• Series 65 license or CFP® required; Life & Health Insurance license preferred
• Bachelor’s degree in finance, economics, business, or a related field
• 2–4 years of experience in financial advisory, client-facing, or related roles
• Strong working knowledge of financial planning, investments, insurance, retirement, taxes, and estate planning
• Proven ability to build relationships and communicate complex financial concepts clearly
• Proficiency with financial planning tools, CRM systems (RedTail preferred), and Microsoft Office
• Strong organizational skills with the ability to manage multiple priorities and deliver a high-quality client experience
• Proactive, analytical mindset with a desire to grow professionally and financially

Responsibilities

• Develop, present, and implement comprehensive financial plans aligned with clients’ short- and long-term goals.
• Provide holistic advice across retirement income planning, investments, insurance, tax strategies, and estate considerations.
• Monitor and adjust client portfolios to reflect evolving goals, risk tolerance, and market conditions.
• Oversee account activity including RMDs, transfers, and updates to ensure accuracy and alignment with client objectives.
• Build and maintain strong, long-term client relationships through proactive communication and high-touch service.
• Conduct client review meetings and deliver clear, actionable insights that keep clients engaged and confident.
• Actively contribute to business growth through referrals, networking, centers of influence, and firm-sponsored opportunities.
• Participate in educational seminars and events to engage prospective clients and convert relationships into lasting partnerships.
• Actively contribute to client growth through referrals, centers of influence, networking, and firm-sponsored opportunities
• Represent the firm at educational events and seminars, helping convert prospects into long-term client relationships
• Leverage established processes, marketing support, and senior advisor collaboration to build your book strategically—not alone
• Ensure all client activity meets regulatory requirements and firm standards, always acting in the client’s best interest.
• Maintain accurate and timely documentation within RedTail CRM to support transparency and collaboration.
• Contribute to team meetings and share insights on client strategies, staying informed of new trends, products, and best practices to enhance client outcomes.
• Collaborate closely with senior advisors and internal teams to deliver a seamless client experience.
• Contribute insights and best practices in team meetings, staying current on industry trends and solutions.
• Support firm-wide initiatives that strengthen client engagement and advisory excellence.

Benefits

• Be part of a dynamic and growing firm committed to providing exceptional client service.
• Collaborate with a team of professionals in an environment that values integrity, innovation, and continuous learning.
• Competitive compensation package, including salary, bonuses, and benefits.
• Opportunity for professional growth and career advancement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level