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Associate Financial Advisor

Company: Alpers Financial Planning
Location: Colorado Springs
Posted on: July 14, 2019

Job Description:

Bring to this small but dynamic company a desire to help clients reach financial independence through fee-only, comprehensive, tax focused, and fiduciary financial planning services. We are retainer based (no sales/commission/loads). The position of Associate Financial Advisor supports the Founder in financial planning for current clientele and includes serving some existing and new clients directly based on experience/training, delivering platinum client service, enthusiastically participating in the growth of the company, and gaining and maintaining the clients' trust and respect that has been earned based on values and leadership of Alpers Financial Planning. Because we are smaller, there is substantial opportunity for advancement for the right candidate. The position requires flexibility, cooperation, maturity, enthusiasm, energy, and a positive attitude. It requires one who likes people and has a passion for helping clients meet their personal life goals. Selected candidate will deliver fiduciary decision making, will learn the company's methods and systems, and enthusiastically participate in our business environment and outside support systems. This position should be seen as a commitment with increasing satisfaction/reward as the company further grows and you become a larger part of its success. It requires a broad and mature perspective and understanding the values and mission of AFP. Requirements: CFP certificate with experience (or goal to sit for CFP in 2019 and experience.) The selected candidate should be looking for something different than a 9-5 ordinary financial services job. Candidate needs excellent skills: including accuracy, detailed analysis, clear and concise writing skills, breadth of understanding, authentic and professional people skills, excellent work ethic and desire to achieve. Knowledge of taxes is preferred (CPA/EA) and some graduate work is preferred. We are seeking only candidates with a clear sense of commitment and personal vision towards a career in the financial planning industry that fits the above description.

Keywords: Alpers Financial Planning, Colorado Springs , Associate Financial Advisor, Accounting, Auditing , Colorado Springs, Colorado

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