More jobs:
Financial Advisor
Job in
Loveland, Larimer County, Colorado, 80538, USA
Listed on 2026-01-25
Listing for:
The Well
Full Time
position Listed on 2026-01-25
Job specializations:
-
Sales
Client Relationship Manager, Business Development
Job Description & How to Apply Below
We’re hiring a Lead Financial Advisor on behalf of our client—a growing, independent wealth management firm based in Loveland, CO.
This is a client-facing, closing-focused role with warm, pre-scheduled leads, full operational support, and a clear path to building a long-term book of business.
Why this role stands out- Warm leads provided — no cold calling
- Full operations support — focus on clients, not paperwork
- Clear growth path as your book expands
- Strong work-life balance with defined office hours
- Professional, team-oriented environment
- Meet with prospective clients from firm-generated leads
- Build trust, present recommendations, and close new relationships
- Own client relationships while supported by an experienced ops team
- Grow a meaningful book of business over time
- Client-facing advisory experience
- Strong communication and closing skills
- Series 65
- Professional presence and high EQ
- Motivation to grow in a performance-based role
If you enjoy building relationships, closing business, and working in a well-supported advisory environment, this is a strong next step.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×