Financial Advisor at RFG Advisory LLC

Centennial, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

22 Apr, 26

Salary

96000.0

Posted On

22 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Management, Business Development, Compliance, Team Collaboration, Communication, Analytical Skills, Organizational Skills, Mentorship, Networking, Proactive Mindset, Investment Knowledge, Insurance Knowledge, Tax Strategies, Estate Planning, CRM Proficiency

Industry

Financial Services

Description

Description Our partner, DesignWealth, a growing advisory firm in the Denver area, is seeking a collaborative, growth-oriented Financial Advisor who is passionate about building long-term client relationships and motivated by a career path with meaningful earning potential. This role is ideal for someone who values both client impact and long-term growth, and who is energized by a compensation model that rewards relationship building, business development, and sustained client outcomes. The ideal candidate is a motivated Advisor that is energized by building relationships, comfortable having growth conversations, and excited by a compensation model that rewards long-term client outcomes—not just short-term transactions. Advisors who succeed here value mentorship, collaboration, and a clear path to increased earnings through performance-based commissions and client growth. This is an on-site role in Englewood, CO. Key Responsibilities: Financial Planning & Strategy Development Develop, present, and implement comprehensive financial plans aligned with clients’ short- and long-term goals. Provide holistic advice across retirement income planning, investments, insurance, tax strategies, and estate considerations. Monitor and adjust client portfolios to reflect evolving goals, risk tolerance, and market conditions. Oversee account activity including RMDs, transfers, and updates to ensure accuracy and alignment with client objectives. Client Relationship Management Build and maintain strong, long-term client relationships through proactive communication and high-touch service. Conduct client review meetings and deliver clear, actionable insights that keep clients engaged and confident. Actively contribute to business growth through referrals, networking, centers of influence, and firm-sponsored opportunities. Participate in educational seminars and events to engage prospective clients and convert relationships into lasting partnerships. Business Development & Long-Term Growth Actively contribute to client growth through referrals, centers of influence, networking, and firm-sponsored opportunities Represent the firm at educational events and seminars, helping convert prospects into long-term client relationships Leverage established processes, marketing support, and senior advisor collaboration to build your book strategically—not alone Operational Excellence & Compliance Ensure all client activity meets regulatory requirements and firm standards, always acting in the client’s best interest. Maintain accurate and timely documentation within RedTail CRM to support transparency and collaboration. Contribute to team meetings and share insights on client strategies, staying informed of new trends, products, and best practices to enhance client outcomes. Team Collaboration & Support Collaborate closely with senior advisors and internal teams to deliver a seamless client experience. Contribute insights and best practices in team meetings, staying current on industry trends and solutions. Support firm-wide initiatives that strengthen client engagement and advisory excellence. Why Join Us? Be part of a dynamic and growing firm committed to providing exceptional client service. Collaborate with a team of professionals in an environment that values integrity, innovation, and continuous learning. Competitive compensation package, including salary, bonuses, and benefits. Opportunity for professional growth and career advancement. Salary: This role offers a competitive base salary of $96,000, providing stability while you build momentum. In addition, the Advisor will participate in a commission structure designed to reward long-term client relationships and sustained growth. Apply today to join our team in Denver, CO! Requirements Qualifications: Series 65 license or CFP® required; Life & Health Insurance license preferred Bachelor’s degree in finance, economics, business, or a related field 2–4 years of experience in financial advisory, client-facing, or related roles Strong working knowledge of financial planning, investments, insurance, retirement, taxes, and estate planning Proven ability to build relationships and communicate complex financial concepts clearly Proficiency with financial planning tools, CRM systems (RedTail preferred), and Microsoft Office Strong organizational skills with the ability to manage multiple priorities and deliver a high-quality client experience Proactive, analytical mindset with a desire to grow professionally and financially

Responsibilities

The Financial Advisor will develop and implement comprehensive financial plans while managing client relationships through proactive communication. They will also contribute to business growth and ensure compliance with regulatory requirements.