Colorado Financial Management is an independent wealth management firm with offices in Boulder, Loveland, and Cherry Creek serving over 700 clients, and managing $1.5 billion. We are a registered investment advisor that provides comprehensive financial planning and investment management. This position would work out of our Loveland office, and would serve clients primarily in the northern Colorado area.
Client Relationship Management: Investment advice, regular client meetings, resolution of account issues and concerns, etc. Client retention of 95%+.
New Business Development: Develop a new business pipeline through building and maintaining relationships with Centers of Influence, prospect meetings, group presentations, etc.
Client Service: Understanding of and ability to address general client service request. Appropriately and proactively communicate needs, requests, and deadlines to Operations team members, Trader, etc.
Financial planning: Work collaboratively with Financial Planning department to produce individualized financial plans for appropriate clients.
We are looking for an experienced Financial Advisor with the following qualifications:
Minimum 5 years of experience as a Financial Advisor.
Excellent communication skills. Confident.
Collaborative worker. The Financial Advisor will work in direct collaboration with other professionals in investments, operations/client service, and financial planning.
CFP or CFA required.
Technologically proficient. Willing and able to learn new software programs. Experience with Junxure, PortfolioCenter, and eMoney preferred.
About Colorado Financial Management
We are a fee-only financial advisor, offering customized investment management strategies and financial planning for individuals, families, and institutions. We are based in Boulder with offices in Denver and Loveland, serving clients throughout Colorado and the United States.Our clients have counted on us for sound financial advice for over 27 years as they navigate through life’s most important decisions.