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Financial Advisor/Wealth Manager
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Life Well Lived Financial Group
Pueblo, CO (In Person)
$70,000 Salary, Full-Time
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Job Description
Financial Advisor/Wealth Manager Life Well Lived Financial Group Pueblo, CO Job Details Full-time $65,000
- $75,000 a year Benefits Health insurance 401(k) Paid time off Sabbatical Qualifications Financial planning software Wealth management Teamwork Investment management software Series 7 Customer relationship management Financial services Practicing in the securities industry Full Job Description Financial Advisor / Wealth Advisor At Life Well Lived Financial Group® , we believe financial advisors should spend more time doing meaningful work with clients — and less time buried in paperwork, operations, compliance, and business stress.
- Our core values drive every business decision
- Kind and Thoughtful
- (non-negotiable) Always Growing Live our Best Lives Service to our Community
- We Simplify Life So You Can Do More of What You Love ® That applies not only to our clients, but to our team.
Team:
Strong Operations and Client Experience team that handles much of the paperwork and operational burden Consistent flow of new client opportunities through growth and acquisitions Collaborative, team-oriented culture — not siloed advisors competing internally Commitment to fee-based comprehensive financial planning Flexibility and quality of life matter here Many advisors entered this profession to help people, not spend their days managing forms, technology issues, scheduling, and operational headaches. Our goal is to create an environment where advisors can focus on relationships, planning, and meaningful client conversations.This role includes:
Meeting with clients and helping them achieve their financial goals Delivering a thoughtful, high-touch client experience Preparing and presenting planning strategies Building long-term client relationships Participating in growth through referrals, introductions, and relationship development Operating with high ethical and professional standards We especially value advisors who already have experience building and maintaining client relationships. Existing clients and recurring revenue experience are highly valued, even if your current book is modest.The right candidate:
Naturally aligns with our values and culture Genuinely enjoys serving people Has an entrepreneurial mindset and growth orientation Wants to continue learning and improving Communicates well and builds trust easily Is willing to follow proven systems and processes Enjoys being part of a collaborative teamEducation and Other Designations:
Minimum two years' experience as a financial advisor or associate financial advisor. Series 7 and Colorado Insurance License Experience with CRM, planning, and investment software CFP or other designations appreciatedJob Type:
Full-time, Compensation & Benefits:
Base salary plus incentive compensation based on experience and production 401(k) Health insurance Paid time off Flexible work environment aligned with our "Living Our Best Lives" value 28-day sabbatical after 5 years of service Physical setting andOffice Locations :
In Person, in our Colorado Springs, Pueblo or future Denver Office If you are looking for a place where clients come first, values matter, and you can build both a meaningful career and a meaningful life, we'd love to talk.Pay:
$65,000.00- $75,000.