Company Description
Colorado Financial Advisors provides clients with outstanding service and thorough education regarding their investments. The firm offers clients greater access to various investment products, helping them understand the impact of taxes, fees, and market volatility. Recent services include retirement planning, social security application advice, job change benefit reviews, disability insurance selection, and educational planning for children. Colorado Financial Advisors specializes in personalized financial planning, investment strategies, and tax efficiency planning.
The Opportunity
Are you an established advisor looking for the autonomy of an independent practice with the infrastructure of a premier firm? At Colorado Financial Advisors, we are seeking a seasoned professional to join our Greenwood Village office. This role is designed for an advisor who is ready to provide sophisticated, high-touch wealth management services while building long-term customer relationships. Our compensation model is an immediate vesting model.
Why Join Us?
- Ownership Mindset: We focus on supporting advisors in building their own successful practices with a clear path to equity and growth.
- Sophisticated Planning: Beyond basic investments, you will lead complex cases involving tax-efficiency planning, small business succession, and estate strategies.
- Institutional Backing: Our advisors benefit from the robust resources of The O.N. Equity Sales Company and O.N. Investment Management Company.
- Collaborative Environment: Work in a high-energy, professional culture that prioritizes thorough client education and outstanding customer service.
Key Responsibilities
- Comprehensive Wealth Management: Develop and implement high-level financial strategies, including retirement optimization and multi-generational planning.
- Strategic Client Advisory: Provide expert guidance on Social Security, pension plans, and complex insurance selection.
- Relationship Leadership: Use active listening and professional confidence to manage and grow a high-net-worth client base.
- Small Business Consulting: Drive success for local business owners through tailored succession and benefit reviews.
Qualifications for the Experienced Advisor
- Proven Track Record: At least 5–10 years of experience in personal financial advisory or wealth management (preferred over the 1-year minimum).
- Licensing & Compliance: Active Series 7 & 66 (or Series 6 & 65) and Life/Health Insurance licenses.
- Designations: Possession of a CFP®, CFA, or ChFC is highly preferred to reflect the technical depth of our firm.
- Education: Bachelor’s degree in Finance, Economics, or Business Administration or on the job equivalent.
- Sophisticated Communication: Excellent verbal and written skills with the ability to navigate complex financial conversations with ease.
