Associate Financial Advisor (Lakewood)Claire Myers Consulting • Lakewood, CO, United States
Associate Financial Advisor (Lakewood)
Claire Myers Consulting • Lakewood, CO, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]3+ years of experience in financial services, preferably in a client-facing or advisor support role Strong interpersonal skillsyou enjoy meeting new people and deepening relationships Life & Health, SIE, and Series 63 required Series 7 must be obtained within one year of employment CFP coursework or designation in progress preferred Marketing, branding, or social media experience a plus Must be local to the Denver metro area and able to work from the office most days Base salary : $75,000$110,000 depending on experience and licensing On-target earnings : $85,000$175,000 with performance-based bonuses Health, dental, and vision coverage Retirement benefits
Associate Financial Advisor
Title : Associate Financial Advisor
Location : Lakewood, CO (In-office most days)
Base Compensation : $75,000$110,000
On-Target Earnings (OTE) : $85,000$175,000
Industry : Wealth Management & Financial Services
Overview :
A growing financial services team in Lakewood, CO is hiring a Associate Financial Advisor who wants to take ownership, deepen client relationships, and grow their impact. This is a great opportunity for someone with strong sales instincts, planning acumen, and a desire to be part of a long-term succession plan. You'll work directly with existing and new clients while helping scale a high-performing, values-driven practice.
If you're looking to make a difference inside a firmnot just selland want the opportunity to lead one day, this is your seat.
Key Responsibilities :
- Lead review meetings with B and C clients, offering insurance and investment planning solutions
- Collaborate with senior advisors on high-net-worth opportunities
- Actively track and close new opportunities from warm leads and referrals
- Manage client communications, maintain CRM records, and ensure timely follow-ups
- Build and nurture relationships in your own network to drive new business
- Support client engagement through social media, events, and marketing
- Coordinate with internal team members to execute comprehensive planning strategies
- Take increasing responsibility for key clients and internal operations over time
Qualifications
Compensation & Benefits :
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Associate Financial Advisor • Lakewood, CO, United States
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