Associate Advisor - Catalyst Retirement Advisors
Kestra Financial Independent Advisor
Denver, colorado
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Responsibilities
- Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
- Actively participate in the development and implementation of financial plans.
- Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
- Research and analyze investment opportunities, provide market insights to advisors and clients. ...