Financial Planning Advisor

Financial Planning Advisor Wealth Strategies Group - 4.7 Denver, CO Job Details Full-time $115,000 - $125,000 a year 23 hours ago Benefits Health insurance Dental insurance Tuition reimbursement 401(k) matching Qualifications Financial sales Teamwork Interpersonal skills Series 66 Series 7 Life & Health Insurance License Full Job Description Financial Planning Advisor Unlock Your Potential as a Financial Planning Advisor with Wealth Strategies!

Who We Are:

At Wealth Strategies, we believe that true wealth goes beyond just money. Our mission is to help individuals, families, and businesses build, protect, and grow their financial strategies to achieve "Wealth Beyond Money." With our values-based approach, we focus on integrity, client-centric service, and innovative financial solutions that deliver long-term success.

The Opportunity:

As a Financial Planning Advisor at Wealth Strategies, you'll have the opportunity to shape the financial futures of your clients while enjoying a rewarding and prosperous career. Our firm is dedicated to providing you with the tools, resources, and support to thrive in a dynamic environment. Why Join Wealth Strategies?

Competitive Compensation:

Our all-commission + draw against commission structure offers you unlimited earning potential. We reward your hard work and dedication with one of the most lucrative commission- based contracts in the industry.

Comprehensive Benefits:

Enjoy a robust benefits package that includes a Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance, and more. We believe in investing in our team members as they invest in our clients.

Career Advancement:

We offer fast-track opportunities for leadership and management roles, providing a clear path for those looking to advance their careers. With ongoing mentorship and professional development, your growth is our priority.

Hybrid Work Environment:

Experience the flexibility of a hybrid work model that combines in-office collaboration with fieldwork. Build your client portfolio in a way that suits your style and aligns with your personal and professional goals.

Career Development & Licensing Support:

We invest in our Financial Advisors by sponsoring and reimbursing licensing for Life & Health, SIE, Series 7, and Series 66, along with tuition reimbursement for industry-recognized professional designations.

What You'll Do:

Guide Clients:

Collaborate with individuals and businesses to understand their financial goals and concerns. Leverage your expertise to create tailored strategies that align with their objectives, ensuring they are on the path to financial security and success.

Foster Trust:

Build lasting relationships with your clients, serving as a trusted advisor who continually monitors and adjusts their financial plans to meet their evolving needs.

Drive Impact:

Empower your clients with access to financial products and services that protect their assets, enhance their financial understanding, and help them achieve lasting wealth. What We Seek in a

Financial Planning Advisor:

Goal-Oriented Mindset:

You are ambitious and driven, with a passion for identifying opportunities and building markets through meaningful connections and experiences.

Integrity & Professionalism:

You uphold the highest standards of integrity and client service, ensuring that your clients' best interests are always at the forefront.

Sales Experience & Education:

A college degree or sales experience is preferred but not required. Licensing in Life & Health (L&H) and Series 7, 66 is required, and we will assist you in obtaining these certifications if necessary.

The Wealth Strategies Difference:

We are not your typical financial services firm. At Wealth Strategies, we prioritize long-term results, leveraging cutting-edge technology and exceptional relationship management to deliver customized solutions for our clients. With offices in Colorado and Utah, we are well-positioned to offer innovative strategies and support to help our clients achieve their financial goals. Ready to Make an Impact? If you're ready to embark on a career where you can make a meaningful difference in the lives of your clients while achieving your own professional success, Wealth Strategies is the place for you. Join our team of dedicated Financial Planning Advisors and start building "Wealth Beyond Money" for your clients and yourself.

Job Type:

Full-time Pay:

$115,000.00 - $125,000.00 per year

Benefits:

401(k) matching Dental insurance Health insurance Application Question(s): Do you have a college degree or completed some college? Do you have consistent job history for the past 5 years?

Work Location:

On the road