Wealth Mangement Sales Advisor
RFG Advisory, Colorado Springs, CO, United States
Our partner firm, Confidence Financial Partners, is seeking a relationship-driven Sales Advisor who thrives on connecting with people and guiding them toward a confident financial future. This role is ideal for someone who enjoys meeting new people, presenting financial concepts in a clear and engaging way, and helping prospective clients take the next step toward comprehensive financial planning.
Location This is a full-time position located in Colorado Springs, CO.
Key Responsibilities
Lead initial and follow-up meetings with prospective clients to understand their goals, concerns, and financial priorities
Present the firm’s financial planning philosophy and clearly communicate the value of working with Confidence Financial Partners
Convert qualified prospects into long-term clients of the firm
Present at firm-hosted educational workshops, seminars, and client events
Engage with prospective clients generated through marketing campaigns, referrals, and firm outreach initiatives
Guide new clients through the onboarding process and ensure a smooth transition to the advisory team for ongoing service
Maintain detailed documentation of prospect meetings and pipeline activity in the firm’s CRM system
Build relationships within the community to support the firm’s visibility and growth
Collaborate closely with Wealth Management Advisors, marketing, and leadership to support the firm’s growth strategy
Manage a limited number of firm-owned client relationships as assigned
Training & Development
Personalized mentorship from experienced financial planning leaders
Ongoing training in financial planning strategies, client discovery, and consultative sales practices
Brand support and marketing resources to help grow your professional presence in the community
Benefits & Perks At Confidence Financial Partners, we invest in our people with benefits that support health, time off, retirement, and a positive team culture.
Healthcare reimbursement (ICHRA) for eligible individual plan premiums, per plan guidelines
Flexible PTO, subject to manager approval and business needs
Paid sick leave: 48 hours (6 days) annually; rolls over up to 48 hours
Paid holidays: 12 company holidays annually
401(k): eligible after 3 months, with employer match
Schedule: Full-time, in-office; Mon–Fri, 9:00 a.m.–5:00 p.m. (30‑minute lunch)
Team culture: Regular connection and team‑building (coffee treats, monthly lunches, quarterly events, holiday celebration)
Bonus opportunities: Annual advisory bonus plus potential quarterly team bonus; Sales Advisors may also earn additional bonuses tied to new assets closed/preserved
Company Overview Confidence Financial Partners serves amazing, down‑to‑earth people who have worked hard, saved well, and want to live more and worry less in retirement. Our firm is built on integrity, transparency, authenticity, and teamwork. We are known for empowering both our clients and our team to experience work and life with confidence, freedom, and purpose.
Compensation $70,000–$90,000 base salary (depending on experience and credentials), plus performance‑based bonus with significant upside potential.
Requirements What You Bring
Active Life, and Series 65 licenses preferred (or willingness to obtain within a specified timeframe)
2+ years of experience in financial services, relationship management, or consultative sales
Strong presentation skills and the ability to communicate financial concepts clearly and confidently
Experience conducting client discovery meetings and building trust quickly
Excellent interpersonal, communication, and follow‑up skills
Highly organized with strong pipeline and CRM management discipline
A passion for helping individuals and families make confident financial decisions
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Location This is a full-time position located in Colorado Springs, CO.
Key Responsibilities
Lead initial and follow-up meetings with prospective clients to understand their goals, concerns, and financial priorities
Present the firm’s financial planning philosophy and clearly communicate the value of working with Confidence Financial Partners
Convert qualified prospects into long-term clients of the firm
Present at firm-hosted educational workshops, seminars, and client events
Engage with prospective clients generated through marketing campaigns, referrals, and firm outreach initiatives
Guide new clients through the onboarding process and ensure a smooth transition to the advisory team for ongoing service
Maintain detailed documentation of prospect meetings and pipeline activity in the firm’s CRM system
Build relationships within the community to support the firm’s visibility and growth
Collaborate closely with Wealth Management Advisors, marketing, and leadership to support the firm’s growth strategy
Manage a limited number of firm-owned client relationships as assigned
Training & Development
Personalized mentorship from experienced financial planning leaders
Ongoing training in financial planning strategies, client discovery, and consultative sales practices
Brand support and marketing resources to help grow your professional presence in the community
Benefits & Perks At Confidence Financial Partners, we invest in our people with benefits that support health, time off, retirement, and a positive team culture.
Healthcare reimbursement (ICHRA) for eligible individual plan premiums, per plan guidelines
Flexible PTO, subject to manager approval and business needs
Paid sick leave: 48 hours (6 days) annually; rolls over up to 48 hours
Paid holidays: 12 company holidays annually
401(k): eligible after 3 months, with employer match
Schedule: Full-time, in-office; Mon–Fri, 9:00 a.m.–5:00 p.m. (30‑minute lunch)
Team culture: Regular connection and team‑building (coffee treats, monthly lunches, quarterly events, holiday celebration)
Bonus opportunities: Annual advisory bonus plus potential quarterly team bonus; Sales Advisors may also earn additional bonuses tied to new assets closed/preserved
Company Overview Confidence Financial Partners serves amazing, down‑to‑earth people who have worked hard, saved well, and want to live more and worry less in retirement. Our firm is built on integrity, transparency, authenticity, and teamwork. We are known for empowering both our clients and our team to experience work and life with confidence, freedom, and purpose.
Compensation $70,000–$90,000 base salary (depending on experience and credentials), plus performance‑based bonus with significant upside potential.
Requirements What You Bring
Active Life, and Series 65 licenses preferred (or willingness to obtain within a specified timeframe)
2+ years of experience in financial services, relationship management, or consultative sales
Strong presentation skills and the ability to communicate financial concepts clearly and confidently
Experience conducting client discovery meetings and building trust quickly
Excellent interpersonal, communication, and follow‑up skills
Highly organized with strong pipeline and CRM management discipline
A passion for helping individuals and families make confident financial decisions
#J-18808-Ljbffr