Mosaic Retirement Planning, LLC · 4 months ago
Wealth Advisor
Centennial, CO
Contract
Onsite
Mid, Senior Level
5+ years expMosaic Retirement Planning, LLC is a comprehensive financial planning and investment advisory firm committed to ethical practices. The Wealth Advisor will work towards obtaining their CERTIFIED FINANCIAL PLANNER™ accreditation, while providing detailed guidance to clients on financial matters, including asset accumulation, income strategies, and investments.
Financial Services
Responsibilities
Organize & co-host various evening company events promoting the services of the firm
Network & build relationships with prospective clients with goal of getting hired as their advisor
Conduct outbound calls to primarily warm prospects & leads
Implement marketing campaigns, perform general operational duties, and other assignments as needed
Brainstorm new business generating activities and operationalize from idea to full implementation
Schedule & confirm appointments with clients, prospects, or strategic business relationships
Show an ability to effectively present financial strategies designed to compel prospects to hire you
Learn & Implement the firm's financial planning process
Refine presentation tools using various financial planning & investment advisory software
Effectively communicate investment & financial planning capabilities to prospective & current clients
Oversee & assist in new business and ongoing service requests and tasks
Learn to scale the above duties and services without negatively impacting service
Qualification
Required
Must be willing to obtain series 65/66
Must be proficient in word processing, spreadsheet, and presentation software and generally very adept at technology applications and software
Must be able to pass an initial & ongoing drug screens
Entrepreneurial spirit – You must be a self-motivated, results-based problem solver
Sales skills – You must compel prospects to meet with and hire you
Strong Financial & Analytical skills
Confidentiality: maintain all proprietary information, and client information in strictest confidence
Strong sense of professionalism & integrity
Ability to prioritize assignments, adapt to impromptu tasks, and the ability to work under pressure
Outgoing personality with the ability to create new relationships and work well with others internally
Loyalty – appreciation & support to the clients and the Firm who invests in shared success
Humility – Capable of constructively receiving feedback in order to grow
Adherence to the 7 Core Company values: Trust, Responsibility, Advocacy, Integrity, Teamwork, Dedication and Communication
Preferred
College degree or equivalent required
5 years of Sales experience required
5 years of financial services experience required; investment, annuity and life products strongly preferred
1 year experience with a firm whom is regulated by FINRA or the SEC is required
Life/Health insurance licenses preferred
CFP® or ChFC designation a strong plus
Benefits
Independence: Build a practice and client base that aligns with your professional values and vision.
Support: Focus on what you love most—advising clients—while we handle the rest.
Mentorship: Learn from a Certified Financial Planner (CFP®) who started from scratch and successfully transitioned from a high-paying corporate role to wealth management, whom is vested in your success.
Warm Leads: Get a consistent supply of qualified prospects, so you don't have to start from zero.
Immediate Income: We provide a bridge for your income as you learn to build your client base, making the transition seamless if you're leaving a good-paying job.
Opportunity: No income limits, the sky is the limit. Small firm provides rapid growth opportunities.
Flexibility: Ability to work from home after 6 months, and choose your own hours. What you put into it is what you can expect to get out of it.
Company
Mosaic Retirement Planning, LLC
Our team has the know-how and the heart to help you.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase