MBE Wealth · 4 weeks ago
Financial Advisor
954 E 2nd Ave, Durango, CO 81301, USA
Full-time
Onsite
Mid LevelMBE Wealth is a team of financial experts dedicated to assisting clients in their financial journeys through planning and wealth management. The Financial Advisor will focus on providing financial planning and investment support to clients while also developing new clientele and marketing strategies.
AdviceAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Provide financial planning and investment support to the firm's clients
Assist current firm clients' financial planning and investment needs
Develop your clientele and future marketing strategies to effectively grow the firm clientele
Qualification
Required
Bachelor's degree in finance, business administration, or a related business field
Experience in a financial advisor or related position
Series 66 or Series 65 licensure
General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM
Excellent personal skills when dealing with clients of all ages and from all walks of life
Benefits
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
Company
MBE Wealth
MBE Wealth is an independent SEC Registered Investment Advisor. We Hold a Shared Belief in Prioritizing Your Well-Being, And Never a Third Party’s.
Founded in 2012
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase