Perspective Wealth Advisors · 5 hours ago
Financial Advisor
Loveland, CO
Full-time
Onsite
Entry, Mid Level
$100K/yr - $120K/yr
2+ years expPerspective Wealth Advisors is a fast-growing financial planning firm specializing in clients with complex situations. They are seeking a Financial Advisor to provide client meeting support, assist in financial planning, and conduct service requests.
Financial Services
Responsibilities
Attend financial planning meetings as a second chair, taking detailed notes and tracking action items
Assist in preparing meeting agendas, reports, and client documents
Follow up on assigned tasks from meetings to ensure timely execution
Assist in gathering, analyzing, and organizing client data for financial planning purposes
Build initial financial plans, ensuring accuracy and completeness before advisor review
Support advisors in modeling financial scenarios and identifying key planning opportunities
Maintain and update financial plans based on client needs and changes
Handle client service requests, including account changes, document processing, and general inquiries
Ensure timely and accurate completion of service-related tasks, coordinating with custodians and other financial institutions as needed
Maintain client records and documentation in CRM and planning software
Act as a liaison for account opening and onboarding, ensuring a smooth client experience
Coordinate and submit new account paperwork, tracking progress, and resolving issues
Communicate with custodians and internal teams to ensure accounts are set up correctly
Guide clients through onboarding steps and address any questions related to account setup
Manage follow-ups and workflow tasks to ensure nothing falls through the cracks
Assist in compliance documentation and record-keeping
Support process improvements to enhance efficiency in financial planning operations
Qualification
Required
Minimum 2+ years' experience in finance or accounting
Minimum 1+ year in a wealth planning/advising role
CFP
Bachelor's Degree
In-office – must live in Colorado
Preferred
Experience and knowledge of basic financial planning, Qualified Plans, and basic tax strategies and implications
Experience building financial models in excel
Series 65 certification or acquire within 6 months of employment
CPA certification or relevant experience in tax planning
Benefits
Health (medical, dental, and vision)
Generous paid time off
Sick leave
Bereavement
Nine (9) federal holidays
After 6 months of employment PWA offers a 4% 401(k) match
Bonus and incentive compensation
Company
Perspective Wealth Advisors
Perspective Wealth Advisors exists to bring clarity to the complex financial lives of busy and successful individuals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase