Financial Advisor | No Prospecting (Thornton, CO) jobs in United States
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Alpha 1 Tax & Wealth · 1 week ago

Financial Advisor | No Prospecting (Thornton, CO)

positionDenver Metropolitan Area
timeFull-time
remoteOnsite
seniorityEntry, Mid Level
money$200K/yr - $350K/yr
date2+ years exp

Alpha 1 Tax & Wealth is hiring an in-office Financial Advisor in North Denver/Thornton to run firm-provided, pre-qualified appointments, deliver tax-integrated retirement plans, and convert opportunities into new client relationships. This role is for the advisor who knows they just need more real at-bats, focusing on building comprehensive plans and confidently asking for business when appropriate.

AdviceFinancial ServicesRisk ManagementWealth Management
Hiring Manager
Nick Ryan
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Responsibilities

Run firm-provided, pre-qualified appointments
Deliver tax-integrated retirement plans
Convert opportunities into new client relationships
Build a comprehensive plan for retirees and pre-retirees
Integrate taxes into planning

Qualification

Series 65Life & Health Insurance licenseRetirement income planningClient-facing advisory experienceFixed indexed annuity experience

Required

Series 65 (or equivalent, e.g., Series 66 or CFP)
Life & Health Insurance license
2+ years in a client-facing advisory/consultative sales role with real closing responsibility
Strong retirement income-planning competency (Social Security, taxes in retirement, sequence risk, longevity, etc.)
In-office availability in Thornton with the stamina to run a full calendar consistently

Preferred

Fixed indexed annuity experience (retirement income/principal protection/bold alt concepts)
Experience in an appointment-based, marketing-driven model

Benefits

Consistent inbound demand and pre-set appointments
In-house tax pros to support real retirement tax strategy
Holistic Planning under one roof: investments + retirement income + risk solutions + coordinated legacy conversations
A defined process + high standards: Full calendars, clean execution, and zero tolerance for passive advisor energy

Company

Alpha 1 Tax & Wealth

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Alpha 1 Tax & Wealth offers tax, financial planning, risk, and investment management services to help clients achieve a successful outcome.
location
Denver, Colorado, USA
people-size11-50 employees
web-link
https://www.alpha1wealth.com

Funding

Current Stage
Early Stage
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