State Licensed Financial Advisor

Posted 3 days ago

virtual vocationsDenver (CO)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

To support a growing financial advisory practice, the full-time State Licensed Financial Advisor will engage with clients to build lasting relationships, empower informed financial decisions, and develop a personal network while working remotely across several states. Key responsibilities Meeting with potential clients to establish genuine, long-term relationships based on shared values and goals Empowering clients to make knowledgeable financial decisions regarding education, investments, insurance, and retirement Building a strong personal network through local nonprofits, churches, and businesses for future growth Required qualifications Ability to obtain necessary licenses, including Life, Health, and Annuity, and Securities Industry Essentials within 8 to 13 weeks Interest in transitioning into a financial advisor role within three months to three years Self-discipline and motivation to succeed in a client-focused environment Strong interpersonal skills with a passion for helping others achieve their goals Background in outside sales, business management, education, ministry, hospitality, or military experience is preferred

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.