Vacancy expired!
Hanson McClain Advisors
Financial Advisor - Boulder Area
Job Label:ÂMAG169DA9F579D
We are looking for a motivated Financial Advisor to join our winning team in the Boulder area, providing ongoing service and advice to our on-plan asset management clients.
ABOUT THE COMPANY:
Hanson McClain Advisors (www.HansonMcClain.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Hanson McClain delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Hanson McClain is a high growth, private equity backed, Retirement Investment Advisory business, headquartered in Sacramento. The business is on a path to become a $10 billion firm within the next few years through both acquisitions and strong organic growth.
BENEFITS:
We value our employees time and efforts. Our commitment to your success is enhanced by our competitive base pay, incentive plan, and an extensive benefits package including paid time off, medical, dental, vision, 401K plan, and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Financial Advisors will:
Meet with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
Review client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
Review and communicate portfolio performances to clients.
Initiate periodic, follow-up calls with prioritized clients to update financial plans.
Respond to clients questions regarding account allocation, investment methodology, etc.
Facilitate public workshops on a regular basis
Update the CRM database in real-time.
Not required to do any prospecting, all appointments are scheduled for you.
Â
Â
REQUIREMENTS:
Minimum 5 to 7 years of client-facing wealth management or financial planning experience
BA/BS or Masters degree
Professional designation of Certified Financial Planner (CFP®) is required
Previous experience at an RIA firm
Self-starter with the ability to work independently
Sales aptitude and experience is also highly desired
Strong communication, presentation, listening, and analytical skills
Excellent public speaking skills
Familiarity with a Client Relationship Management database
Proficiency in a Windows/PC based work environment, specifically MS Office
To apply for this position or refer someone you know, please use our online interview system managed by HireMojo.
Apply for this job
https://app.hiremojo.com/mojo/ce/468746280/Hanson-McClain-Advisors/Colorado/Boulder-Area/Financial-Advisor?sourceType=9
Once you have completed the interview, your information will be forwarded to the recruiting team for decisions on next steps.
Related Keywords:ÂFiduciary, RIA, fee-based, financial planning, advisor, investments, sales, CRM, CFP, client facing, client service, Boulder Area, public speaking, wealth management
