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Financial Advisor

  • Location: Thornton, 80241
  • Job Type:Permanent

Posted 15 days ago

Essential Job Functions

  • Provides retirement strategies for client’s needs by collecting and analyzing client financial data to determine which products best meet the client’s retirement needs, and providing ongoing advice to the client as to what investment products are in the client’s best interest.
  • Must be able to develop / maintain cumulative IAS book of business of $ 0 - $ 9mm over period of years.
  • Maintains an in-depth knowledge of the Bank’s products and offerings, and promotes these products and offerings amongst clients as appropriate.
  • Provides training to and promotes products amongst bank branch personnel in conjunction with BWIS Regional Manager and WMG Relationship Managers.
  • Establishes and maintains relationships with 3-5 bank branches to generate viable referrals for Retirement & Investment products.
  • Provides outstanding customer service by following up on any client service request.
  • Fulfills all regulatory and firm compliance obligations as detailed in policies, procedures and regulations.
  • Creates financial plans for customers and deepens relationships with existing book of business clients.

Other Job Duties

  • Collaborates with Wealth Management and Bank partners.
  • Responsible to grow IAS book of business to meet and exceed annual goal levels.
  • Performs other duties as assigned.



Skills

  • Knowledge of securities and financial industry; Bank products and service knowledge desired.
  • Demonstrated ability to effectively communicate with diverse clientele.
  • Demonstrated proficiency in MS office software (Word, Excel, and PowerPoint) and ability to navigate easily through Internet based systems.
  • Knowledge and experience with Appian and Microsoft Dynamics is preferred.
  • Excellent communication skills required in verbal and written communication, customer service, planning, organizational and making presentations.

Required Experience

  • Requires 5 years minimum prior investment experience.
  • Helpful to have practical knowledge of project management.
  • Licenses & Certifications
    • Active FINRA Series Licenses-7 & 66 (or 63/65) and State Insurance license 

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer and provides reasonable accommodations for qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual with a disability, you may request a reasonable accommodation under the American Disability Act (ADA) by emailing MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.