Financial Advisor

MBE Wealth • Durango, CO

2d • Onsite

About The Position

Financial Advisors provide financial planning and investment support to the firm's clients. The primary role is to assist current firm clients with their financial planning and investment needs. The secondary role is to develop a clientele and future marketing strategies to effectively grow the firm's clientele. MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements, including buying a current advisor's book or business and/or creating a commission-based compensation model. The firm is flexible in finding an arrangement that works best for the candidate.

This is an onsite role supporting office hours of Monday through Friday, 8 a.m. to 5 p.m., with very limited travel unless requested by a client for an in-person meeting. MBE Wealth is part of the MBE CPAs affiliate group and provides financial planning and wealth management services through offices in Wisconsin, Arizona, Nebraska, and Colorado.

Requirements

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills, including Microsoft Office Suite (Word, Excel, and Outlook) and managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and backgrounds.
• Understanding of financial planning and investing concepts.
• Detail-oriented and professional, with excellent written and verbal communication skills.

Responsibilities

• Assist current firm clients with financial planning and investment needs.
• Develop a clientele and future marketing strategies to grow the firm's clientele.
• Support business development through leads.

Benefits

• Long-term job stability and work-life balance to support raising a family.
• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401(k) employer matching program.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, short-term disability, long-term disability, and critical illness.
• Bonuses for helping with business development leads.
• Potential for upward mobility and career growth.

What This Job Offers

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