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Job Title


Financial Advisor


Company : Hall Financial, LLC


Location : Colorado Springs, CO


Created : 2025-07-02


Job Type : Full Time


Job Description

*Job Title:* Financial Advisor*Location:* Colorado Springs, CO*Company:* Hall Financial*About Us:* Hall Financial is a boutique financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We are headquartered in Denver but need a Financial Advisor in our Colorado Springs office. We pride ourselves on providing personalized services, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team.*Position Overview:* As a Financial Advisor, you will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.*Why Join Us?** You’re feeling capped where you are now and want independent opportunities* We are a growing firm looking to have someone grow in success with us* Mentorship and professional development opportunities.* Competitive base salary plus a lucrative variable compensation model.* Marketing budget and top-notch administrative support.* Ability to work in multiple office locations, as needed. (Denver and Colorado Springs)*Our Investments In You:*· PTO· Paid holidays· Paid marketing support· Professional development*Key Responsibilities:** Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections.* Hold client and prospective client meetings to provide support and ensure follow-up on action items.* Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.* Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives.* Help grow the firm’s client base through consumers activities and company-funded marketing efforts.* Support marketing and business development initiatives, including vendor research.* Stay current on industry trends, financial products, and regulatory requirements.* Provide support to existing clients by answering inquiries and performing account service requests.*Qualifications:** Life & Health Insurance licensure (Required)* Investment licensure: Series 65 or equivalent (Preferred and must obtain licensure within first 6 months of start date)* 1+ years of sales experience (Required)* A high level of professionalism and a commitment to client service (Required)* High school diploma (Required)* Bachelor’s Degree in Finance or related field (Required)* 1+ years of experience in financial planning or investment advisory services (Preferred)*Salary: $60,000 - $70,000 plus bonuses**Check us out:** *Website: *If you feel you would be a good fit, apply today!Job Type: Full-timePay: $60,000.00 - $70,000.00 per yearBenefits:* Paid time off* Professional development assistanceCompensation Package:* Bonus opportunitiesApplication Question(s):* Are you able to travel to the Denver office location, as needed, especially during the training period? * Are you comfortable with working seminar workshops and other client events after hours, as needed? License/Certification:* Life & Health Insurance License (Required)* Series 65 (Preferred)Ability to Commute:* Colorado Springs, CO 80909 (Required)Work Location: In person