Associate Financial Advisor — Retirement Planning

Job overview

The Associate Financial Advisor — Retirement Planning role is onsite in Denver, CO. Compensation is based on experience and qualifications, with no numeric amount specified. The role supports Catalyst Retirement Advisors, a team providing comprehensive financial services to help clients pursue financial objectives and peace of mind. Working alongside an experienced financial advisor, the associate helps develop and implement financial plans, analyzes client information, researches investment opportunities, and monitors accounts. The role contributes to client relationships and helps ensure recommendations remain aligned with clients’ financial objectives.

What you'll do

• Participate in client meetings, prepare agendas, and follow up on action items
• help develop and implement financial plans
• gather and analyze client data and recommend strategies
• research investment opportunities and provide market insights
• build and maintain client relationships
• monitor accounts for alignment with financial objectives
• share industry trends and practices with the team.

What we're looking for

Skills & competencies

associate financial advisor

retirement planning

financial plans

investment research

client meetings

account monitoring

client relationships

denver co

catalyst retirement advisors

cfp path

quarterly bonus

revenue share

Work arrangement

• Weekend coverage required

Benefits & perks

• Quarterly bonus or revenue share
• retirement plan with company match
• unlimited vacation
• health insurance
• disability coverage
• educational allowance for CFP pursuit.

Why this role

Requires a bachelor’s degree and at least two years of financial services experience; CFP designation is desired within 2–3 years; Series 7, 63, and/or 65 licenses are preferred or may be obtained within 90 days of hire.

About the employer

Kestra Financial Independent Advisor is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.