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Financial Advisor

Company: Wealth Strategies Group (NZ)
Location: Casper
Posted on: January 15, 2021

Job Description:

Job DescriptionOverview Our Financial Advisors act as advocates for clients and are committed to continually enhance, enrich, and serve their community. They problem-solve for their clients, researching and proposing educated financial strategies which leads to long-lasting, value-based client relationships. As a Financial Advisor with Wealth Strategies you will gather, manage and service a book of investment-oriented clients by identifying and acquiring assets and developing additional business through referrals. We take an uncommon approach to financial services, focusing on long-term results and leveraging technology, exceptional relationship management and customized strategies to consumers and businesses. It's time to put yourself and your clients first. We're looking to add new advisors to our team who share our passion and values. You are... * Passionate with a desire to help others and make a positive impact in your community. * An Entrepreneurial Spirit and the desire to own a business that provides the ability to integrate your life and business - on your terms. * Driven by a sense of purpose, with the knowledge that your work brings value to your clients and are self-motivated to learn and pursue the best possible scenarios for each individual, family, or business you work with. * Learner mentality with a desire to continue to grow professionally and with a commitment to continued learning. Who we are... We can help you be a trusted advisor for your clients. Our "you-first" approach means providing access to objective, flexible products and solutions so your clients can access different investment strategies from a broad universe of investment managers. Providing the best for clients means we need to provide our financial advisors with the support, resources, development you need to succeed and grow your book of business. Our financial advisors are entrepreneurs who have the flexibility to grow their business their way. This means having the flexibility and choice to build your business how you envision it while helping your clients grow their wealth. What we provide... * Tools and technology to help you build scale and capacity to appropriately gather, manager, and service your clients. * Objective wealth management solutions * Actionable practice management insights * Superior service and support Be bold. Be uncommon. Be different. Step Forward, with Park Avenue Securities. Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network-- is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2020-106787 (Exp. 8/22) Company Description Wealth Strategies is a comprehensive financial services firm committed to helping individuals and businesses achieve and sustain long-term success. With established office locations all throughout Colorado our firm has access to excellent companies and specialists who provide clients with innovative strategies for reaching their financial goals. Wealth Strategies has been in Colorado for 44 years, serving 15,000+ clients with $874MM Assets Under Administration. Financial Security and preparing for the future are issues that are always top of mind, not just today, but since Wealth Strategies was founded. Through the good and the bad, our guidance has stood the test of time. We are still working hard every day to provide answers, create solutions and help make tough decisions, so you are prepared for any situation. Our culture is driven by our values. Trust Wealth Strategies, so you can have a good life, for the rest of your life.

Keywords: Wealth Strategies Group (NZ), Casper , Financial Advisor, Accounting, Auditing , Casper, Wyoming

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