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Financial Advisor
- Brighton, Colorado, United States
- Brighton, Colorado, United States
About
Job Description
Description:
Financial Advisor
Exempt – Grade Level 8
Equal Employment Opportunity
Corporate Values & Mission
“Provide superior service, quality advice, and show utmost respect to everyone we meet.”
General Summary
The function of the Financial Advisor is to provide World Class Customer Service by handling transactions accurately and efficiently, be a team player and methodical business builder, and to serve the unique needs of individuals and families.
He/she must have exceptional understanding and investment expertise in the full range of wealth management and related products, services, and processes. He/she must be able to operate in an autonomous and entrepreneurial work environment.
Reports to: Financial Advisor Team Lead
Essential Duties & Responsibilities
- Partner closely with Retail
Languages
- English
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