What makes this opportunity different and better?

● Opportunity for Growth- we have a career path that will develop you from a CSA (Client Service Advisor) into a Financial Advisor.

● Simplified Systems & Processes - we have a fine-tuned holistic financial planning process that we will educate you on and develop you in

● Proven Lead Generation- many pre-qualified prospective clients to share with you and marketing methods that consistently drive new client growth

● We have a unique edge in the marketplace because of our approach to Tax Management

● We value relationships, integrity, and sound advice

● We offer one of the most flexible and competitive compensation plans with unlimited growth

Immediate, full-time opening for the position of Client Service Advisor working from Broomfield, CO. Epiqwest Culver Wealth Advisors, LLC in Broomfield, CO, is an established and growing Wealth Management firm. We are now accepting applications for a Determined, Driven, Charismatic, Optimistic, and Self-Motivated individual to join our team. You will be working with a group of positive, driven, and dedicated people.

Others who have succeeded in this role have these characteristics:

● Hard working- enjoys work and has no sense of entitlement

● Versatile – adapts to various situations with ease

● Loves human Interaction – seeks out engagement and communication with others

This Client Service Advisor position is a critical part of our firm, so it's important that the person we choose will be a "fit" with our commitments and shared values. If you or someone you know would like to work with a team that collaborates, values a superior quality of work, and shares a mission of serving others, please read on or share this.

ABOUT OUR COMPANY

Epiqwest Culver Wealth Advisors, LLC brings 50+ years of experience to our community. We serve people who want excellent advice and enjoy a meaningful relationship. We set our clients at ease by helping them with their Tax Management, Estate Planning, Life Insurance, and Investment Advice. Our firm continues to grow, and we are sought after because of our exceptional service in a friendly atmosphere where clients are treated like family.

ABOUT THE JOB - KEY RESPONSIBILITIES

Administrative/Client Service:

● Review, prepare, and submit new business applications

● Follow up with applications in pipeline, ensuring the business becomes issued

● Track new business via dashboard maintenance

● Schedule Client meetings

● Update New Business Tracker once new business is submitted

● Prepare new accounts to be delivered to the client after issue

● Collect and submit delivery receipts to companies

● Complete client meeting follow-up activities upon request

● Communicate with clients to fully understand inquiries or requests

● Contact appropriate individuals or companies to resolve clients’ inquiries or requests

● Answer general client questions and service requests or provide details to another team member for resolution

● Follow-up on unresolved inquiries or requests

● Create necessary materials for prospect meetings, client meetings, and workshops as applicable

● Maintain professional licenses and designations as applicable

● Document procedures within position using request workflows in Salesforce CRM

Financial Planning (after 1-3 years as CSA) :

● Participate in networking and prospecting activities to develop new prospects and leads

● Build strong relationships with prospects and clients with consistent, and caring communication

● Answer client questions and handle service requests

● Create reports, presentations, and other necessary materials for prospect meetings, client meetings, and workshops upon request

● Be current in knowledge of financial, investment, tax, risk management, and risk planning

● Create financial plans and related deliverables

● Master financial planning software

● Perform High Level asset allocation analysis for reviews

● Maintain professional licenses and designations as applicable

PERSONAL ATTRIBUTES AND SKILLS NEEDED FOR SUCCESS

● Kind, Driven

● Versatile – adapts to various situations with ease

● Loves Interaction – seeks out engagement and communication with others

● Resilient – able to quickly recover from adversity or being told “no”

● Strong Interpersonal Skills – effectively communicates, builds rapport and relates well to all kinds of people

REQUIREMENTS

● Bachelor's Degree is required

● 1 year of investment industry experience is preferred

● Experience with Financial Planning is a plus

● Must be willing to obtain Series 65 or 66, Life or Health license(s)

● CFP®, we will support you in becoming a CFP, this license is not required at time of hire

● Ability to pass background check

Job Type: Full-time

Pay: $54,000.00 - $68,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Work Location: In person

Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.