Colorado Financial Advisors · 1 day ago
Lead Financial Advisor
Greenwood Village, CO
Full-time
Onsite
Senior Level
5+ years expColorado Financial Advisors provides clients with outstanding service and thorough education regarding their investments. They are seeking a seasoned professional to join their Greenwood Village office as a Lead Financial Advisor, responsible for providing sophisticated wealth management services and building long-term customer relationships.
AdviceFinancial ServicesLife InsuranceRetirement
Hiring Manager
Mike Nekoorad CFP® CLU®
Responsibilities
Comprehensive Wealth Management: Develop and implement high-level financial strategies, including retirement optimization and multi-generational planning
Strategic Client Advisory: Provide expert guidance on Social Security, pension plans, and complex insurance selection
Relationship Leadership: Use active listening and professional confidence to manage and grow a high-net-worth client base
Small Business Consulting: Drive success for local business owners through tailored succession and benefit reviews
Qualification
Required
At least 5–10 years of experience in personal financial advisory or wealth management (preferred over the 1-year minimum)
Active Series 7 & 66 (or Series 6 & 65) and Life/Health Insurance licenses
Bachelor's degree in Finance, Economics, or Business Administration or on the job equivalent
Excellent verbal and written skills with the ability to navigate complex financial conversations with ease
Preferred
Possession of a CFP®, CFA, or ChFC is highly preferred to reflect the technical depth of our firm
Benefits
Ownership Mindset: We focus on supporting advisors in building their own successful practices with a clear path to equity and growth.
Sophisticated Planning: Beyond basic investments, you will lead complex cases involving tax-efficiency planning, small business succession, and estate strategies.
Institutional Backing: Our advisors benefit from the robust resources of The O.N. Equity Sales Company and O.N. Investment Management Company.
Collaborative Environment: Work in a high-energy, professional culture that prioritizes thorough client education and outstanding customer service.
Company
Colorado Financial Advisors
Colorado Financial Advisors offers retirement planning, insurance, medicare supplement, variable annuities and mortgage financing services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase