Financial Consultant Salary at Galperin & Associates BETA

Are you an experienced financial advisor seeking a change from the constant hustle of cold calling and grassroots marketing? Ready for a role where you can focus on building strong client relationships and making a true impact daily? Join a rapidly growing, respected financial firm where your growth is prioritized, and your contributions are celebrated. At Strategic Wealth Designers (SWD), we believe in investing in our team just as much as our clients. SWD is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers, and client relations specialists who thrive on success and are rewarded for hard work. SWD is a close-knit company looking for the right person to complement our team. We're looking for a driven professional who is passionate about the financial industry and excited to contribute to the growth of a dynamic firm, while building meaningful, lasting client relationships. The Financial Advisor we choose

Job Description Job Description Ethos Financial Partners A private wealth advisory practice of Ameriprise Financial Services, LLC Our Firm Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice. We are seeking an experienced candidate in our Thornton, Colorado office. We also have office locations in Grand Junction, CO and Albuquerque, NM. People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients l

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills

About Us Mosaic Retirement Planning, LLC (MRP) is a comprehensive financial planning and investment advisory firm. MRP provides financial planning, annuities, insurance, and investments to the public. MRP has adopted a financial planning process that is recommended by the CFP Board, which is widely regarded the gold standard for financial planning. MRP is an independent firm, and therefore does not promote any products, MRP provides custom planning to every client and uses a diverse array of products to implement the client’s financial plan. MRP is committed to be the best in the region at personal retirement planning, for a reasonable cost. MRP’s mission is to have a positive impact in the lives of the community, one family at a time. Visit www.mosaicretirementplanning.com for more information. Position Summary The Financial Advisor (FA) aspires to be a CERTIFIED FINANCIAL PLANNER™ with their own client base and we will pay the FA to learn, until they can earn enough in commissions &

Explore a career as a FINANCIAL PROFESSIONAL! Take your career to the next level at Prudential Advisors! Change your life by helping others change theirs! We have an opening for a highly motivated analytical individual to join us in our Colorado firm. In general, the entrepreneurial individual who successfully qualifies and is selected for this career opportunity will work within a team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. The Financial Professional is a key member of our team. After achieving the licenses and registrations necessary to become a Financial Professional in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial plans Helping clients prepare for their retirement Preparing and reviewing investment portfolio recommendations Because of our comprehensive

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Denver-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in Colorado and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain a

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th

Job Overview If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. Th