Executive Assistant for Financial Advisor

Executive Assistant for Financial Advisor Exciting opportunity to join a vibrant & growing financial services team comprised of both male & female advisors/ staff working together. Responsibilities include answering office phones, client scheduling, client calls & service requests, management of advisor calendar, digital application building and tracking. Need familiarity with Microsoft Outlook, Excel, Salesforce, DocuSign. The most desirable candidate will have extreme attention to detail, be a good multi-tasker, a quick learner, comfortable in a fast-paced environment, and have a friendly & outgoing personality. Having excellent verbal and written communication skills with a focus on "white glove" client service is key. Primarily this position will be working for one experienced, male, financial advisor, interacting daily with other executive assistants & advisors who are already on the team, the team size is currently 20 with plans to continue to grow. Hours can be somewhat flexible, ideally 9am-5pm, M-Thursday with a half day on Friday, (flexibility on these start/end time hours, 20 hrs week minimum, up to 40 hours if desired). Evening & weekend work is NOT required. One day of remote work per week is encouraged, remaining days to be in-person from our Denver Tech Center office. Pay will range from $20/hr to $32/hr dependent on experience, with opportunities for raises, bonuses, additional personal time, and advancement. Pay scale can be adjusted for qualified applicants with relative experience. No health insurance benefits currently. College degree not required. Additional bonuses/ pay will be considered for anyone who is already licensed with series 63, 65, 66, or 7 licenses. Advancement opportunities include the ability to become securities licensed, and/or advance within the team to become Operations Manager overseeing other Executive Assistants. We plan to fill this position with an excellent candidate by 06/01/2026.

Pay:

$20.00 - $32.00 per hour

Benefits:

Flexible schedule

Work Location:

Hybrid remote in Greenwood Village, CO 80111