Financial Advisor - Durango

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. The primary responsibility is to assist current firm clients with their financial planning and investment needs. The secondary responsibility is to develop new client relationships and marketing strategies to grow the firm's client base. Success in this position requires a solid understanding of financial planning and investing concepts, attention to detail, professionalism, and excellent written and verbal communication skills.

• Bachelor's degree in finance, business administration, or a related business field.
• Experience in a financial advisor or related position.
• Series 66 or Series 65 licensure.
• General computer skills in Microsoft Office (Word, Excel, Outlook) and experience managing clients within a CRM.
• Excellent personal skills when dealing with clients of all ages and backgrounds.

MBE Wealth offers flexible arrangements, including independent contractor, direct full‑time hire, or commission‑based compensation. Additionally, a salary of $60,000 per year is available.

• Competitive medical, dental, and vision insurance plans.
• FSA/HSA account options.
• Paid Time Off (PTO).
• 401(k) employer matching program.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for achieving business development leads.
• Potential for upward mobility and career growth.

This onsite role supports our office hours of Monday–Friday 8:00 a.m. to 5:00 p.m. Travel is limited and only requested for client in‑person meetings.

The first step is applying with your resume. Qualified candidates complete a phone screen with HR, followed by an interview with the MBE Wealth team.

Salary: $60,000 per year