Job summary
Job post source
This job is from a recruiting firm hiring for a separate company
Job overview
The Service Advisor at E.A. Buck Financial Services plays a crucial role in managing client relationships and ensuring efficient office operations in Denver, CO.
Responsibilities and impact
Daily responsibilities include managing a personal client base, processing new business applications, and coordinating client interactions to enhance the overall client experience.
Compensation and benefits
The salary ranges from $70K to $80K with uncapped monthly commissions, alongside benefits like a 401k with a 3% company contribution, pre-paid insurance, paid holidays, and PTO.
Experience and skills
Candidates should have a preferred bachelor's degree, 5+ years of financial industry experience, and relevant licenses such as CFP, Life & Health, and either Series 65 or a combination of Series 7 & 66.
Career development
Opportunities for professional growth include ongoing education and participation in client meetings, fostering a path for advancement within the financial services sector.
Work environment and culture
The company emphasizes a customer-first approach, aiming to create a supportive and growth-oriented work environment.
Company information
E.A. Buck Financial Services is an established financial advisory firm located in Denver, CO, known for its commitment to client service and innovative financial planning solutions.
Team overview
The candidate will join a dynamic team of financial advisors and support staff, focused on delivering exceptional client service and achieving sales goals.
Job location and travel
The position is based in Denver, CO, requiring in-office attendance from Monday to Friday, 8 am to 5 pm.
Application process
Interested candidates should apply through the provided link, ensuring to include necessary documentation as specified in the job posting.
Unique job features
This role offers unique opportunities to engage with advanced planning tools and methodologies, enhancing the client planning experience.
Company overview
E.A. Buck Financial Services is a comprehensive financial advisory firm specializing in wealth management, retirement planning, and tax strategies. Founded in 1980, the company has built a reputation for personalized financial planning and investment advice tailored to individual client needs. They generate revenue through advisory fees, commissions on financial products, and tax preparation services. Key historical milestones include their expansion into multiple states and the development of proprietary financial planning tools.
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