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Associate Advisor - Catalyst Retirement Advisors

Kestra Financial Independent AdvisorDenver, CO
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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Benefits
Health Insurance
Disability Insurance
Paid Vacation

Job Description

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

  • Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
  • Actively participate in the development and implementation of financial plans.
  • Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
  • Research and analyze investment opportunities, provide market insights to advisors and clients.
  • Build and maintain strong relationships with clients and act as a point of contact.
  • Monitor and review client accounts, ensure that they are aligned with their financial objectives.
  • Stay up-to-date on industry trends and best practices and share this knowledge with the team.

Requirements

  • Bachelor’s degree in finance, business, or a related field.
  • Desire to earn CFP designation in 2-3 years
  • A minimum of 2 years of experience in the financial services industry.
  • Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
  • Strong knowledge of financial products, markets, and procedures.
  • Excellent communication and interpersonal skills.
  • Detail-oriented and able to multi-task in a fast-paced environment.
  • A passion for helping clients achieve their financial goals.

Benefits

  • Compensation will be based on experience and qualifications
  • Quarterly bonus/Revenue share
  • Retirement plan with company match
  • Unlimited vacation
  • Health insurance offered
  • Disability coverage
  • Educational allowance for pursuing CFP designation

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FAQs About Associate Advisor - Catalyst Retirement Advisors Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?
This job at Kestra Financial Independent Advisor is located in Denver, CO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Kestra Financial Independent Advisor?
Employer has not shared pay details for this role.
What employment applies to this position at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor lists this role as a Full-time position.
What experience level is required for this role at Kestra Financial Independent Advisor?
Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Kestra Financial Independent Advisor for this role?
Kestra Financial Independent Advisor offers following benefits: Health Insurance, Disability Insurance, Paid Vacation, Flexible/Unlimited PTO, 401k Matching/Retirement Savings, and Tuition/Education Assistance for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Kestra Financial Independent Advisor?
You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.