The AmeriFlex Group®
Tech-Savvy Financial Planner (Remote in Colorado)
The AmeriFlex Group®, Charlotte, North Carolina, United States, 28245
Job Title:
Tech-Savvy Financial Planner (Remote in Colorado)Job Description:Are you looking for a forward-thinking, technology-driven firm that offers a collaborative and growth-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients nationwide. In this role, you will deliver tailored financial planning services to an existing book of business and have the opportunity to build your own client base within the Mountain Time Zone. We're looking for a self-motivated, detail-focused professional passionate about financial planning and eager to grow within a supportive team.In this role, you will:Leverage innovative tools and technology to streamline financial planning processes and enhance client experiences.Build and maintain strong relationships with clients, ensuring their financial goals are met through comprehensive financial planning.Contribute to the refinement of our wealth transition strategies and planning services.Embrace opportunities for professional development in a fast-evolving financial landscape.Qualifications and Experience:Experience with eMoney is a mustAt least 5 years in financial advisory, including advice planning, book of business management, and client relations, with minimum of 2+ years in wealth management for high-net-worth individuals.Proven track record in managing a client book of business with high levels of client satisfaction and loyalty.Strong understanding of financial planning, investment strategies, and industry regulations.Demonstrated experience applying trust and estate planning principles to enhance clients' wealth preservation.Bachelor's degree from an accredited institution; preferred majors include financial planning, finance, or accounting.Preferred designations include CFP, RICP, or equivalent experience and education.FINRA Series 7, 63+65, or 66 licenseFamiliarity with financial planning software (eMoney preferred).Proficiency with Excel and data visualization tools.Exceptional analytical skills, as well as strong written and verbal communication abilities.Company Overview:The AmeriFlex Group is a leading Hybrid RIA, helping clients navigate major life transitions. With headquarters in Las Vegas, NV, our team of over 209 advisors across the country manages assets exceeding $14 billion. We prioritize a planning-first approach and offer a unique hybrid platform that includes an advisor-owned RIA with a Partner Advisor ownership model. Our Broker/Dealer partner is Osaic.Location:Flexible - Remote living in Denver, CO (Mountain Coast Time Zone Preferred)Salary and Benefits:Earn a competitive salary between $120,000 and $175,000, depending on your experience and credentials. Our comprehensive benefits package includes a 401(k), health insurance, and reimbursement for approved professional development expenses.Application Process:To apply, please send your resume and a compelling cover letter to Stacy Leal at stacy@.Contact Information:Stacy Leal | Phone: 702-987-9730 |Equal Opportunity Employer Statement:The AmeriFlex Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and all qualified candidates will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.
Tech-Savvy Financial Planner (Remote in Colorado)Job Description:Are you looking for a forward-thinking, technology-driven firm that offers a collaborative and growth-oriented environment? Join our dynamic financial planning team, where we serve high-net-worth clients nationwide. In this role, you will deliver tailored financial planning services to an existing book of business and have the opportunity to build your own client base within the Mountain Time Zone. We're looking for a self-motivated, detail-focused professional passionate about financial planning and eager to grow within a supportive team.In this role, you will:Leverage innovative tools and technology to streamline financial planning processes and enhance client experiences.Build and maintain strong relationships with clients, ensuring their financial goals are met through comprehensive financial planning.Contribute to the refinement of our wealth transition strategies and planning services.Embrace opportunities for professional development in a fast-evolving financial landscape.Qualifications and Experience:Experience with eMoney is a mustAt least 5 years in financial advisory, including advice planning, book of business management, and client relations, with minimum of 2+ years in wealth management for high-net-worth individuals.Proven track record in managing a client book of business with high levels of client satisfaction and loyalty.Strong understanding of financial planning, investment strategies, and industry regulations.Demonstrated experience applying trust and estate planning principles to enhance clients' wealth preservation.Bachelor's degree from an accredited institution; preferred majors include financial planning, finance, or accounting.Preferred designations include CFP, RICP, or equivalent experience and education.FINRA Series 7, 63+65, or 66 licenseFamiliarity with financial planning software (eMoney preferred).Proficiency with Excel and data visualization tools.Exceptional analytical skills, as well as strong written and verbal communication abilities.Company Overview:The AmeriFlex Group is a leading Hybrid RIA, helping clients navigate major life transitions. With headquarters in Las Vegas, NV, our team of over 209 advisors across the country manages assets exceeding $14 billion. We prioritize a planning-first approach and offer a unique hybrid platform that includes an advisor-owned RIA with a Partner Advisor ownership model. Our Broker/Dealer partner is Osaic.Location:Flexible - Remote living in Denver, CO (Mountain Coast Time Zone Preferred)Salary and Benefits:Earn a competitive salary between $120,000 and $175,000, depending on your experience and credentials. Our comprehensive benefits package includes a 401(k), health insurance, and reimbursement for approved professional development expenses.Application Process:To apply, please send your resume and a compelling cover letter to Stacy Leal at stacy@.Contact Information:Stacy Leal | Phone: 702-987-9730 |Equal Opportunity Employer Statement:The AmeriFlex Group is committed to fostering a diverse and inclusive workplace. We are an equal opportunity employer, and all qualified candidates will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.