Financial Advisor - Growth and Client Acquisition
RFG Advisory, LLC, Denver, Colorado, United States, 80285
Description
Our partner, DesignWealth, a growing advisory firm in the Denver area, a growth-oriented Financial Advisor who thrives on prospecting, presenting, and converting new client relationships—while guiding people with clarity, integrity, and purpose.
This role is for someone who enjoys owning the front end of the client journey: initiating conversations, leading discovery, presenting solutions, and earning trust through education—not pressure. Success is measured by activity, conversion, and consistent execution, paired with a genuine commitment to helping clients understand their options and stay in control of their financial decisions.
This is not a service-only or portfolio-management role. Advisory knowledge matters, but impact starts with disciplined sales execution and the ability to confidently guide prospects through meaningful financial conversations.
What You’ll Do Sales & Growth (Primary Focus)
Prospect, engage, and convert new client relationships through a structured, repeatable sales process
Lead discovery meetings and consultative sales conversations with prospective clients
Present in one‑on‑one and group settings, including educational classes and workshops
Build and manage a sales pipeline with clear accountability to activity, conversion, and outcomes
Progress toward independently owning marketing, prospecting, and closing responsibilities
Advisor Development (Evolving Responsibility)
Learn and apply Design Wealth’s comprehensive planning philosophy and client experience
Partner with senior Advisors to support onboarding and long‑term client success
Continue developing planning expertise as your book of business grows
Firm Contribution
Actively participate in coaching, feedback, and performance reviews
Represent Design Wealth professionally in the community and with prospective clients
Contribute to a culture of accountability, growth, and continuous improvement
Benefits and Compensation
Competitive Salary + Commission
Full benefit package including health benefits and 401k
Requirements Qualifications
Bachelor’s degree preferred (finance or business helpful, not required)
Proven sales experience required; advisory experience is a plus
Series 65 and/or CFP® (or willingness to obtain required licenses)
Strong communication, presentation, and relationship-building skills
High integrity and commitment to acting in the client’s best interest
Who Will Thrive in This Role You’re likely a strong fit if you
Have 2+ years of experience in sales, business development, or client acquisition
Are comfortable with phone-based outreach, in‑person meetings, and public speaking
Are energized by goals, metrics, and performance-based compensation
Value coaching, structure, and executing a proven process
Want to build something scalable—not just manage existing relationships
This Role Is Not a Fit If You
Prefer service-only, account maintenance, or portfolio management work
Are uncomfortable with prospecting or closing conversations
Seek a capped income or primarily guaranteed compensation
Resist coaching or accountability to measurable outcomes
Why Design Wealth
Entrepreneurial advisory firm with a clear vision and proven growth systems
Structured sales and marketing support—you’re not building alone
Hands‑on mentorship from experienced advisors
A performance-driven culture focused on growth, execution, and client impact
#J-18808-Ljbffr
Our partner, DesignWealth, a growing advisory firm in the Denver area, a growth-oriented Financial Advisor who thrives on prospecting, presenting, and converting new client relationships—while guiding people with clarity, integrity, and purpose.
This role is for someone who enjoys owning the front end of the client journey: initiating conversations, leading discovery, presenting solutions, and earning trust through education—not pressure. Success is measured by activity, conversion, and consistent execution, paired with a genuine commitment to helping clients understand their options and stay in control of their financial decisions.
This is not a service-only or portfolio-management role. Advisory knowledge matters, but impact starts with disciplined sales execution and the ability to confidently guide prospects through meaningful financial conversations.
What You’ll Do Sales & Growth (Primary Focus)
Prospect, engage, and convert new client relationships through a structured, repeatable sales process
Lead discovery meetings and consultative sales conversations with prospective clients
Present in one‑on‑one and group settings, including educational classes and workshops
Build and manage a sales pipeline with clear accountability to activity, conversion, and outcomes
Progress toward independently owning marketing, prospecting, and closing responsibilities
Advisor Development (Evolving Responsibility)
Learn and apply Design Wealth’s comprehensive planning philosophy and client experience
Partner with senior Advisors to support onboarding and long‑term client success
Continue developing planning expertise as your book of business grows
Firm Contribution
Actively participate in coaching, feedback, and performance reviews
Represent Design Wealth professionally in the community and with prospective clients
Contribute to a culture of accountability, growth, and continuous improvement
Benefits and Compensation
Competitive Salary + Commission
Full benefit package including health benefits and 401k
Requirements Qualifications
Bachelor’s degree preferred (finance or business helpful, not required)
Proven sales experience required; advisory experience is a plus
Series 65 and/or CFP® (or willingness to obtain required licenses)
Strong communication, presentation, and relationship-building skills
High integrity and commitment to acting in the client’s best interest
Who Will Thrive in This Role You’re likely a strong fit if you
Have 2+ years of experience in sales, business development, or client acquisition
Are comfortable with phone-based outreach, in‑person meetings, and public speaking
Are energized by goals, metrics, and performance-based compensation
Value coaching, structure, and executing a proven process
Want to build something scalable—not just manage existing relationships
This Role Is Not a Fit If You
Prefer service-only, account maintenance, or portfolio management work
Are uncomfortable with prospecting or closing conversations
Seek a capped income or primarily guaranteed compensation
Resist coaching or accountability to measurable outcomes
Why Design Wealth
Entrepreneurial advisory firm with a clear vision and proven growth systems
Structured sales and marketing support—you’re not building alone
Hands‑on mentorship from experienced advisors
A performance-driven culture focused on growth, execution, and client impact
#J-18808-Ljbffr