Financial Services Professional
Company Description
The Stellarix Group is a financial planning firm with offices across the Western United States, including our Denver, CO location. We specialize in helping clients in Colorado and beyond achieve financial stability and prepare for life's milestones. Our team of financial professionals and supporting staff provides customized financial solutions focusing on personal attention, insight, and expert guidance to help clients overcome obstacles and reach their financial goals. We are particularly dedicated to special needs planning, assisting families in developing life care plans that enhance their loved one's quality of life.
Role Description
This is a full-time hybrid role for a Financial Services Professional with entry level knowledge at The Stellarix Group. As an financial professional, you will build a client base and provide comprehensive financial planning services, including retirement planning, investment guidance, and wealth management. You will work closely with clients to understand their unique financial goals and develop tailored strategies for financial success. While the role is based in our Denver office, it offers flexibility for some remote work. This is a 1099/W2/transition opportunity with a bonus structure, incentives, and recognition conferences.
Qualifications
Thirst for knowledge
Strong communication skills
Passion for helping others improve their financial future
No certifications required
Team player and open to coaching
Bachelor's degree or higher
Industry
Financial Services
Employment Type
Full-Time
Featured Benefits
Medical insurance
Vision insurance
Dental insurance
401(k) match
Disability insurance
CRN202306-283435
Compensation: From $5,000 to $250,000 per year
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