Current Open Position at Vital Investment Management: Financial Advisor EMAIL -

Financial Advisor, Vital Investment Management:

Submit your resume to us at


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:


Requirements for the position include, but are not limited to:

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.


Required Behavioral Attributes for this position:

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.


Desirable Experience for our Client Services Manager:

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:

  • Charles Schwab
  • Oranj
  • Great-West Annuities
  • Mailchimp
  • Junxure
  • PortfolioCenter
  • Sharefile
  • eMoney


For the right candidate, and based on what they can bring to this position, Vital Investment Management will offer a competitive compensation package that includes:

  • Full-time Employment: Office hours typically 8am-5pm Monday through Friday
  • Base Salary (based on experience)
  • Health Insurance (partial premium reimbursement)
  • Paid Vacation Days: 3 weeks (or more based on experience)
  • Paid Sick Days: 5 days (based on experience)
  • Paid Holidays: 11 days
  • Great work/life balance


If you feel you are a qualified candidate for this position, please submit your contact information and email your resume to

A VIM representative will contact those candidates who most closely represent a good fit for our position.

Open Positions at Vital Investment Management

Client Service Manager

Do you have questions about Vital Investment Management? Feel free to contact us by filling in the form below.

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General Questions

Office Address

1635 Foxtrail Drive

Suite 121

Loveland, CO 80538

Contact Number

Office:  (970) 776-3316

Cell:  (970) 412-0324