Financial Advisor

Perspective Wealth Advisors provided pay range

This range is provided by Perspective Wealth Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

Direct message the job poster from Perspective Wealth Advisors

Anticipated Hiring Range: $100,000-$120,000 annually

Classification: Full Time Exempt with Benefits

Office

Hours:

蓝色0 8:00am – 5:00 pm Monday – Friday, in Person

Join a fast-growing team dedicated to upholding excellence and always putting our clients' best interests first. Perspective Wealth Advisors is a (untraditional) financial planning firm specializing in clients with complex situations: entrepreneurs and executives with equity. Perspective Wealth Advisors LLC is seeking a Financial Advisor to provide client meeting support, assist in financial planning, and conduct service requests. The ideal candidate for this role will be coachable, growth-oriented, and personable, with a strong ability to adapt and thrive in our fast‑growing, forward‑thinking business.

• 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

• 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

• Attend financial planning meetings as a second chair, taking detailed notes and tracking action items — follow up on assigned tasks from meetings to ensure timely execution.
• Assist in preparing meeting agendas, reports, and client documents.

• 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.

The above statements reflect the principal functions of the occupation described. They shall not be construed as a detailed description of all the work requirements that may be inherent in the occupation.

Perspective Wealth Advisors reserves the right to alter, amend, change, or terminate any responsibilities or other information provided in this job description at any time, with or without notice.

Health (medical, dental, and vision), generous paid time off, sick leave, bereavement, and nine (9) federal holidays. Additionally, after 6 months of employment PWA offers a 4% 401(k) match as well as bonus and incentive compensation.

The physical requirements for this in‑person office job include the ability to sit for extended periods, use hands for tasks such as typing, handling documents, and…