What are the responsibilities and job description for the Financial Advisor position at Front Range Financial?
Front Range Financial is looking for a Financial Advisor to join our team in our Centennial office. This person will actively seek out and engage prospective customers to sell our products and/or services.
The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth.
Responsibilities:
Front Range Financial is an independent financial services organization dedicated to providing financial advice and products to clients that are nearing retirement or already in retirement.
We are the Colorado branch office of our broker-dealer with in-house business processing, marketing and compliance. Our employees enjoy a work culture that promotes learning and high-level client acquisition and service. Individual offices and multiple conference rooms are in suite.
Front Range Financial provides coaching, flexible time off, and professional development.
Front Range Financial has in-house CPA's and Estate Planning Attorneys to aid in our clients planning.
Powered by JazzHR
6eXcDustb0
The ideal candidate is results-driven, hungry for customer acquisition, and passionate about contributing to top-line revenue growth.
Responsibilities:
- Demonstrate, promote, and sell Front Range Financial products and services - Strategically present functionality and key value propositions to prospective clients
- Develop and foster relationships - Maintain close communications with prospects to acquire clients and promote client retention
- Meet and exceed targets - Achieve monthly and quarterly individual and team goals for new customer acquisition
- Track progress and results - Record prospect interactions and track goal attainment in CRM system
- Research and understand target market - Stay abreast of financial industry trends, best practices, and Front Range Financial’s overall market opportunity
- 5 years experience selling financial service products
- Bachelor’s degree
- Securities licenses and CFP obtained or in progress
- Excellent ability to manage and build relationships
- Demonstrated ability to meet and exceed client acquisition goals
- Advanced skills in communicating, selling and negotiating
- Unrelenting drive to understand and meet prospective customer needs
- Familiarity with CRM systems and Microsoft Office Suite
Front Range Financial is an independent financial services organization dedicated to providing financial advice and products to clients that are nearing retirement or already in retirement.
We are the Colorado branch office of our broker-dealer with in-house business processing, marketing and compliance. Our employees enjoy a work culture that promotes learning and high-level client acquisition and service. Individual offices and multiple conference rooms are in suite.
Front Range Financial provides coaching, flexible time off, and professional development.
Front Range Financial has in-house CPA's and Estate Planning Attorneys to aid in our clients planning.
Powered by JazzHR
6eXcDustb0
