E.A. Buck is a fast-growing wealth management company (RIA) with dual headquarters in Denver and Honolulu. We’re seeking a talented Director of Education & Financial Planning to join our growing team! The applicant must have a proven track record of success training, coaching and mentoring Financial Advisors. Hands-on experience with equities, fixed income, annuities (FIA’s) and life insurance solutions required. Our ideal candidate will be organized, self-directed and have outstanding communication skills. Ability to work autonomously but also thrive in a highly collaborative corporate culture is a must. Candidate will be based in Denver, Colorado.
NOTE: Only people currently living in Colorado will be considered for this role.
Salary / Benefits Package:
- Compensation range of $120-150k per year. Dependent on Experience & Skills.
- Competitive benefits package including 100% employer paid health, dental and vision insurance. Eligibility to enroll in health savings account, flexible savings account, and more.
- Paid vacation (PTO) and paid holidays.
- Join our mission-driven company and partake in 401k with generous matching!
Responsibilities:
- Train Financial Advisors in-person and virtually on a variety of topics including financial planning, solutions, client engagement and processes.
- Coach and mentor both new and tenured Advisors.
- Support Vice Presidents and Managers in leading their teams.
- Create and update processes, instructional material and training curriculum.
- Conduct educational workshops to prospective clients.
- Other miscellaneous tasks and projects as required.
Job Requirements:
- 5+ years of financial services experience.
- Deep background in Annuities (specifically FIA’s) and Life Insurance.
- Series 65 licensed or Series 7 & 66 combined.
- Strong communication and public speaking skills.
- Candidate should be goal-oriented, self-directed, flexible and have strong organizational skills.
- Computer proficient; experience with financial planning software is a plus.
- Job offer is contingent upon successful completion of a background investigation, inclusive of fingerprinting and reference checks.
Job Type: Full-time
Pay: $120,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Experience level:
Physical setting:
Schedule:
- 8 hour shift
- Monday to Friday
Experience:
- Financial services: 3 years (Required)
License/Certification:
- Series 65 (Preferred)
- Series 7 (Preferred)
- Series 66 (Preferred)
Ability to Commute:
- Denver, CO 80237 (Required)
Ability to Relocate:
- Denver, CO 80237: Relocate before starting work (Required)
Work Location: In person