Financial Consultant (Personal Investors) - Colorado

Location: Colorado Springs, Colorado, United States; hybrid schedule with up to one day per week from home.

Base salary: $80,000–$117,000 per year, with potential discretionary bonus and overtime eligibility.

Company

Global asset management organization providing investment solutions and equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

What you will do

• Advise prospects and existing clients on investment, retirement, and education planning.
• Help clients consolidate assets through rollovers, transfers, and bank-originated contributions.
• Use a consultative sales approach and hirify.global products to develop needs-based solutions.
• Manage Salesforce, the sales pipeline, and daily priorities while meeting defined sales and conversation-quality targets.
• Explain relevant financial services, legal, tax, and regulatory considerations.
• Partner with Advice and High Net Worth teams when clients require additional products or services.

Requirements

• Bachelor’s degree or equivalent combination of education and relevant experience.
• At least 2 years of relevant work experience.
• FINRA Series 7 and Series 66 licenses required; licensing support is provided.
• Chartered Retirement Planning Counselor (CRPC) certification must be obtained within the designated licensing-policy window.
• Strong listening and verbal communication skills and the ability to understand individual investors’ financial needs.

Nice to have

• At least 3 years of sales experience working with individual investors.
• In-depth financial services industry knowledge and awareness of current market events.
• Client-first mindset and interest in helping clients achieve financial goals.

Culture & Benefits

• Hybrid work schedule with one home-working day per week.
• Dedicated paid time and resources for the licensing process.
• Annual bonus eligibility and retirement plan.
• Health and wellness benefits, including online therapy.
• Paid time off for vacation, illness, medical appointments, and volunteering.
• Family care resources, including fertility and adoption benefits.