Boulder, Colorado
Financial Advisor Job Opening in Boulder, Colorado - Confluence Financial Advisors (CFA) is a fee-only financial advisory and investment management firm. We are hiring to help us continue providing our clients with great service as we grow. Our Financial Advisor (FA) will provide technical financial planning and investment management expertise independently to clients and also under the guidance and supervision of the firm?s partners. We are looking for candidates who fit our work hard/play harder culture.
As a valuable member of our team, you will:
Participate in client meetings with the firm?s partners and build sound relationships with clients
Prepare, review, and present client financial planning recommendations without supervision after a preliminary period
Perform trades on behalf of clients
Provide outstanding service to clients with a particular focus on client satisfaction and retention
Enter data and run appropriate reports using financial planning, tax planning, and other software
Prepare and make recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports
Meet with prospective clients to describe our services, determine if there is a good fit, and begin the onboarding process
Analyze client tax returns and make recommendations for tax-saving measures
Analyze client insurance policies and prepare recommendations
Request appropriate documents from clients and support preparation for meetings
Maintain client information in Client Relationship Management (CRM) system
Assist with all client questions and paperwork, including processing forms and applications for investment accounts and related forms for business transactions
Delegate and supervise paraplanning and administrative work done on behalf of your clients
Track client service issues and new business transactions in progress and report status
What You Offer
Positive attitude and professional demeanor, optimistic, curious, and genuine
Strong attention to detail and follow-through
Self-starter, able to work independently, willing to learn and take on additional responsibilities as needed to help deliver outstanding service to our clients
Experience working with a team-based approach to client service
Job Skills and Requirements
Bachelor?s degree required with preference toward those with a good academic record in a relevant field
3+ years previous experience in financial services, accounting, or similar field strongly preferred
CFP® preferred with a CFP® exam passed as a minimum requirement. Additional credentials such as Chartered Financial Analyst, Enrolled Agent, CPA are a plus. If not a CFP®, must have passed a Series 65 exam or its equivalent or should be eligible to do so
Skilled user of Microsoft Office and financial planning software
Background check required
What We Offer
No product sales or dialing for dollars. We?re fiduciaries so we work in the best interest of our clients. This position does not require new client generation although client retention and satisfaction are paramount.
Yes, we have a company ski day!
And a give-back day, flex-time, PTO, 401(k) with company contributions, health insurance, and other benefits
A career path and profit sharing plan that rewards performance
This is a full time salaried position with additional performance-based bonus opportunities
To apply, please submit your resume in PDF form and include 2-3 sentences about why you are interested in the position.
Confluence Financial Advisors is located at 3800 Arapahoe Road Suite 210 Boulder, CO 80303.
Job Type: Full-time
Job Location:
Boulder, CO
Required education:
Bachelor's
Required experience:
Financial Services: 2 years
Required license or certification:
CFP or Series 65
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