Colorado Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor in a hybrid role based in Denver.

Key Responsibilities

• Engage with clients to provide personalized financial guidance and support
• Proactively reach out to re-engage existing clients and schedule meaningful appointments
• Utilize financial planning tools and collaborate with colleagues to enhance client service

Required Qualifications, Training, and Education

• Bachelor's degree or equivalent experience
• FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days
• State insurance licensed in life, health, and variable lines of authority or to be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)