FINANCIAL ADVISOR

Job description

FINANCIAL ADVISOR Application Deadline: 29 May 2026: Department: 1302-Greeley Investment: Employment Type: Full Time: Location: Greeley, Colorado: Compensation: 100% Commission: Description: GENERAL SUMMARY :The Financial Advisor serves as a key member of a collaborative advisory team, working closely with a Lead Financial Advisor and Registered Assistant to deliver an exceptional client experience. This role supports all aspects of client service, financial planning preparation, operational workflow, and team-based business development. RESPONSIBILITIES AND DUTIES: - Act as a primary point of contact for clients in partnership with the Lead Financial Advisor and Registered Assistant. - Support delivery of comprehensive financial planning by preparing plan components, running reports, and gathering client data. - Provide timely follow-up on client needs, service requests, and meeting action items. - Participate in client meetings with the Lead Advisor, assist with meeting prep, and document outcomes. - Work closely with the Lead Advisor and Registered Assistant to maintain a smooth, efficient, and client-focused team environment. - Coordinate internal processes, maintain task track...