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DISH
Colorado Springs, CO, United States
Company Summary DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and now we are building America’s First Smart Network™. Today, our brands i
Job Source: DISHGameStop
Colorado Springs, CO, United States
At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to cre
Job Source: GameStopAT&T Spring Mobile
Colorado Springs, CO, United States
Military Senior Guest Advisor page is loaded Military Senior Guest Advisor Apply locations 6110 Martinez Ave Fort Carson, CO 80913 time type Part time posted on Posted Yesterday job requisition id Req-150001 At GameStop, we are committed to providing exceptional service and delivering the lates
Job Source: AT&T Spring MobileAT&T Spring Mobile
Colorado Springs, CO, United States
Senior Guest Advisor (Store 2320) page is loaded Senior Guest Advisor (Store 2320) Apply locations 3736 Bloomington St Colorado Springs, CO 80901 time type Part time posted on Posted 3 Days Ago job requisition id Req-151652 At GameStop, we are committed to providing exceptional service and deli
Job Source: AT&T Spring MobileGameStop
Colorado Springs, CO, United States
At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to cre
Job Source: GameStopAT&T Spring Mobile
Colorado Springs, CO, United States
Senior Guest Advisor (Store 3007) page is loaded Senior Guest Advisor (Store 3007) Apply locations 7481 N Academy Blvd Colorado Springs, CO 80920 time type Part time posted on Posted 3 Days Ago job requisition id Req-151657 At GameStop, we are committed to providing exceptional service and deli
Job Source: AT&T Spring MobileAT&T Spring Mobile
Colorado Springs, CO, United States
Senior Guest Advisor (Store 2730) page is loaded Senior Guest Advisor (Store 2730) Apply locations 2850 S Academy Blvd Space #109 Colorado Springs, CO 80916 time type Part time posted on Posted 3 Days Ago job requisition id Req-151654 At GameStop, we are committed to providing exceptional servi
Job Source: AT&T Spring MobileAT&T Spring Mobile
Colorado Springs, CO, United States
Senior Guest Advisor (Store 0171) page is loaded Senior Guest Advisor (Store 0171) Apply locations 750 Citadel Dr E Us 24 & Academy Blvd Drive East Colorado Springs, CO 80909 time type Part time posted on Posted 3 Days Ago job requisition id Req-151650 At GameStop, we are committed to providing
Job Source: AT&T Spring MobileColorado Springs, CO, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
#LI-Remote
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Senior Financial Advisor jobs in Colorado Springs, CO, United States
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