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Investment Advisor – Lead Track Mentorship & CFP
Job in
Lakewood, Jefferson County, Colorado, USA
Listed on 2026-01-12
Listing for:
BAM Advisory Group
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Colorado seeks an Investment Advisor Representative for the Lead Advisor Track. This role involves guiding clients through financial planning while fostering long-term relationships. Candidates should have 2-4 years of financial services experience and relevant licenses. The position offers a salary range of $75,000–$90,000, alongside a structured mentorship program and benefits including fully paid health and dental insurance.
Join a culture that values trust and personal growth.
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