Submit your resume to us at [email protected]
Vital Investment Management, an independently owned wealth management firm, located in beautiful Loveland, Colorado, is seeking an experienced candidate for the very important position of Financial Advisor:
Demonstrated experience in front office activities, including answering incoming phone calls and triaging clients to advisor(s) as appropriate; interacting with existing/prospective clients to provide the highest professional level of customer service; completing and submitting account paperwork; entering data into Excel and other firm related software and forms; responding to and processing client administrative requests; ability to fully engage with our Client Service Manager, and engage in compliance related activites; assisting in the creation of firm-related forms and other paperwork as assigned. Hold a CFP® certification, or be working towards obtaining a CFP®. Financial Advisors who have an existing client base are ideal candidates for our firm. Most importantly, Financial Advisors that come to Vital Investment Management should have a cultural fit with our firm and our employees.
As a face of our firm to our clients, we expect qualified Candidates to have a demonstrated work history of delivering the highest level of customer service; trustworthiness, professionalism and timely responsiveness to client needs/requests are of utmost importance; the qualified Candidates will be an expert listener, with the ability to quickly assess a particular question or situation and effectively move to problem-solving and decision mode to resolve customer service issues to the satisfaction of our clients.
In addition to previous experience in as a financial advisor, experience with any of the following companies/software would also be highly desirable and a plus for candidates applying to this position:
Client Service Manager
Do you have questions about Vital Investment Management? Feel free to contact us by filling in the form below.
1635 Foxtrail Drive
Suite 121
Loveland, CO 80538
Office: (970) 776-3316
Cell: (970) 412-0324