Stellarix Group
Financial Advisor
Company Description:
The Stellarix Group is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life.
Role Description
This is a full-time hybrid role for a
Financial Advisor
with expertise in Wealth Management and Risk Mitigation at The Stellarix Group. As an advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. Qualifications Expertise in Financial Planning, Wealth Management, and Retirement Planning Strong background in Investments and Finance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to build and maintain client relationships with effective client acquisition outreach Knowledge of financial regulations and industry trends Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus Bachelor's degree or higher Industry Financial Services Employment Type · Full-Time Featured benefits Medical insurance Vision insurance Dental insurance 401(k) Disability insurance
#LI-Stellarix CRN202306-283435
#J-18808-Ljbffr
Financial Advisor
with expertise in Wealth Management and Risk Mitigation at The Stellarix Group. As an advisor, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences. Qualifications Expertise in Financial Planning, Wealth Management, and Retirement Planning Strong background in Investments and Finance Excellent analytical and problem-solving skills Strong communication and interpersonal skills Ability to build and maintain client relationships with effective client acquisition outreach Knowledge of financial regulations and industry trends Certifications such as Series 7, Series 6, SIE, Life, Accident, CFP, CFA, or CPA are a plus Bachelor's degree or higher Industry Financial Services Employment Type · Full-Time Featured benefits Medical insurance Vision insurance Dental insurance 401(k) Disability insurance
#LI-Stellarix CRN202306-283435
#J-18808-Ljbffr